What kind of commentary can I find on this page?

This page features aggregated commentary from 18 major banks, providing insights on currency trends, economic forecasts, and market interventions.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from the participating banks.

Can I access specific bank reports from this page?

While this page aggregates insights from various banks, it does not provide direct access to individual bank reports; instead, it summarizes key findings.

Is there a focus on specific currencies in the commentary?

Yes, the commentary covers a range of currencies, including major pairs like EUR/USD, USD/JPY, and emerging market currencies.

Who are the contributors to the commentary?

The commentary is based on research from 18 leading financial institutions, including names like Morgan Stanley, BNP Paribas, and Citi.

LIVE

04:03ZChina’s trade growth surged amid strong external demand 02:24ZAsia week ahead: Australia rate decision, data on China, India, Japan 01:40ZThe Commodities Feed: Oil rallies as chances of US-Iran deal fade 16:50ZEM Fixed Income: Carry on, notwithstanding core market shifts 15:18ZCNB Review: Stable rates amid an overly optimistic growth outlook 15:05ZUS Rates: See you next (fiscal) year 13:23ZOn the ball: World Cup 2026 final score 11:30ZHungarian economy takes a summer breather 11:15ZG10 FX Talking: The narrow path to a weaker dollar 11:10ZEMEA FX Talking: Locked onto Hungary’s euro story 04:03ZChina’s trade growth surged amid strong external demand 02:24ZAsia week ahead: Australia rate decision, data on China, India, Japan 01:40ZThe Commodities Feed: Oil rallies as chances of US-Iran deal fade 16:50ZEM Fixed Income: Carry on, notwithstanding core market shifts 15:18ZCNB Review: Stable rates amid an overly optimistic growth outlook 15:05ZUS Rates: See you next (fiscal) year 13:23ZOn the ball: World Cup 2026 final score 11:30ZHungarian economy takes a summer breather 11:15ZG10 FX Talking: The narrow path to a weaker dollar 11:10ZEMEA FX Talking: Locked onto Hungary’s euro story

23 investment banks see USD/JPY at 152.04 by Dec 2026

View the live USD/JPY forecast

Commentary

Welcome to the Commentary page of FX Bank Forecast, your comprehensive resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, you will find a curated selection of insights and analyses that reflect the latest trends and developments in the FX market.

Our platform normalizes research PDFs from top banks, providing you with a clear and concise overview of expert opinions on currency movements, economic forecasts, and market interventions. This allows you to stay informed and make well-informed decisions based on a wide range of perspectives from the financial industry.

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Frequently asked questions

What kind of commentary can I find on this page?: This page features aggregated commentary from 18 major banks, providing insights on currency trends, economic forecasts, and market interventions.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest insights and analyses from the participating banks.
Can I access specific bank reports from this page?: While this page aggregates insights from various banks, it does not provide direct access to individual bank reports; instead, it summarizes key findings.
Is there a focus on specific currencies in the commentary?: Yes, the commentary covers a range of currencies, including major pairs like EUR/USD, USD/JPY, and emerging market currencies.
Who are the contributors to the commentary?: The commentary is based on research from 18 leading financial institutions, including names like Morgan Stanley, BNP Paribas, and Citi.

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