What type of commentary can I find on this page?

This page features aggregated commentary from 18 institutional banks, providing insights on currency pairs, commodities, and macroeconomic factors.

How often is the commentary updated?

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

Can I trust the forecasts provided here?

The forecasts are based on expert analyses from reputable financial institutions, but readers should consider them as part of a broader research process.

What banks contribute to the commentary on this page?

The commentary includes insights from banks such as JPMorgan, Goldman Sachs, BofA, HSBC, and many others.

Is there a focus on specific currencies or commodities?

Yes, the commentary often highlights key currencies like the USD, GBP, and JPY, as well as commodities such as gold and oil.

LIVE

16:16ZGlobal FX: Payrolls prognosis, yen, GBP and HUF 11:10ZMonitoring Bulgaria: A focus on public finances 09:31ZTHINK Ahead: The calm before the CPI 07:38ZFrance’s industrial momentum is fading 06:59ZFX Daily: High alert on JPY intervention 06:43ZRates Spark: Resumed steepening impulse 02:34ZUBS sees Fed on hold as Warsh downplays inflation risk despite hike bets 01:37ZThe Commodities Feed: Oil under pressure amid rebound in Middle East flows 17:54ZPost NFP Call 17:26ZGlobal Commodities: Gold is back to Fed-watching 16:16ZGlobal FX: Payrolls prognosis, yen, GBP and HUF 11:10ZMonitoring Bulgaria: A focus on public finances 09:31ZTHINK Ahead: The calm before the CPI 07:38ZFrance’s industrial momentum is fading 06:59ZFX Daily: High alert on JPY intervention 06:43ZRates Spark: Resumed steepening impulse 02:34ZUBS sees Fed on hold as Warsh downplays inflation risk despite hike bets 01:37ZThe Commodities Feed: Oil under pressure amid rebound in Middle East flows 17:54ZPost NFP Call 17:26ZGlobal Commodities: Gold is back to Fed-watching

22 investment banks see USD/JPY at 148.85 by Dec 2026

View the live USD/JPY forecast

Commentary

Welcome to the commentary section of FXBankForecast.com, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides insights and analysis on various currency pairs, commodities, and macroeconomic trends, helping traders and investors make informed decisions based on expert opinions.

Here, you will find a curated selection of recent commentary from top financial institutions, covering topics such as gold price forecasts, employment reports, and currency outlooks. By synthesizing diverse perspectives, we aim to present a comprehensive view of the current FX landscape.

Closest existing research

Tag-matched commentary (matching "Commentary")

Frequently asked questions

What type of commentary can I find on this page?: This page features aggregated commentary from 18 institutional banks, providing insights on currency pairs, commodities, and macroeconomic factors.
How often is the commentary updated?: The commentary is updated regularly to reflect the latest insights and analyses from the participating banks.
Can I trust the forecasts provided here?: The forecasts are based on expert analyses from reputable financial institutions, but readers should consider them as part of a broader research process.
What banks contribute to the commentary on this page?: The commentary includes insights from banks such as JPMorgan, Goldman Sachs, BofA, HSBC, and many others.
Is there a focus on specific currencies or commodities?: Yes, the commentary often highlights key currencies like the USD, GBP, and JPY, as well as commodities such as gold and oil.

All research pillars

Coverage alert

Email me when FX Bank Forecast adds coverage for USD JPY Outlook Eases From NEW High Traders Remain Cautious A2va4h.

FX BANK FORECAST · COVERAGE

Institutional FX coverage in your inbox

Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.