FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Welcome to the Commentary page of fxbankforecast.com, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a hub for the latest insights and analyses from top economists and financial institutions, providing a comprehensive overview of current market trends and economic indicators.
Here, you will find expert commentary on key topics such as employment data, inflation risks, and oil price forecasts. Our goal is to present a balanced perspective on the factors influencing foreign exchange markets, enabling readers to make informed decisions based on the most recent research and expert opinions.
Gold miners and banks steady ASX after early drop - MSN
Gold miners and banks steady ASX after early drop MSN
Top of the Morning: June Jobs Report & macro update
A review of the latest employment data and what it reveals about the health of the US labor market. Plus, a review and preview of other notable macro data points of interest. Featured is Andrew Dubinsky, Senior US Economist, UBS Chief Investment Office. Host: Daniel Cassidy
BOE's Mann: In June there were more upside risks to inflation
In June there were more upside risks to inflation compared to downside risks for activity The trade-off between inflation risk and activity has led me to place more weight on inflation persistence, shifting my view toward a longer hold, and potentially a need to lean against that
The US Blockade of Iran after Six Weeks
Much of the commentary on the US blockade says it's failed, but that's total nonsense
ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis
ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a
Taking Stock of the US Blockade
There's endless commentary that the blockade has failed, but that's total nonsense
22 investment banks see USD/JPY at 148.85 by Dec 2026
View the live USD/JPY forecast