What types of commentary can I find on this page?

This page features expert commentary from 18 institutional banks, covering various currency pairs and market trends.

How often is the commentary updated?

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

Can I access historical commentary?

Yes, you can find historical commentary by navigating through our archives, which include past analyses from the 18 banks.

What should I consider when interpreting the commentary?

While the commentary provides valuable insights, it's important to consider multiple perspectives and conduct your own research before making trading decisions.

Is the commentary biased towards any particular bank?

No, the commentary is aggregated from multiple banks to provide a balanced view of the market, without bias towards any single institution.

LIVE

06:52ZAsia week ahead: RBA decision, key data on China, Japan, Korea, Indonesia 06:23ZFX Daily: Bond sell-off helps USD consolidate gains 06:20ZGerman consumers aren’t buying the resilience story 02:50ZXi-Trump summit: Pandas and positive vibes but limited progress 01:14ZGoldman cuts USD/JPY forecasts, sees 150 in a year as BOJ tightening boosts yen case 18:00ZRates Spark: US 10yr continues to target 5.25%+17:22ZGlobal Rates: DM inflation markets under higher real rates 17:06ZEM Fixed Income: Navigating some sudden market turbulence 14:30ZBelgium’s economy faces a difficult autumn 13:32ZCzech confidence points to sub-par expansion 06:52ZAsia week ahead: RBA decision, key data on China, Japan, Korea, Indonesia 06:23ZFX Daily: Bond sell-off helps USD consolidate gains 06:20ZGerman consumers aren’t buying the resilience story 02:50ZXi-Trump summit: Pandas and positive vibes but limited progress 01:14ZGoldman cuts USD/JPY forecasts, sees 150 in a year as BOJ tightening boosts yen case 18:00ZRates Spark: US 10yr continues to target 5.25%+17:22ZGlobal Rates: DM inflation markets under higher real rates 17:06ZEM Fixed Income: Navigating some sudden market turbulence 14:30ZBelgium’s economy faces a difficult autumn 13:32ZCzech confidence points to sub-par expansion

21 investment banks see USD/JPY at 154.23 by Dec 2026

View the live USD/JPY forecast

Commentary

Welcome to the commentary page of FX Bank Forecast, your comprehensive aggregator of 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 and market forecasts. Whether you're interested in currency pairs like USD/JPY or the dynamics of the Chinese yuan, this page serves as a valuable resource for understanding the factors influencing currency movements.

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Frequently asked questions

What types of commentary can I find on this page?: This page features expert commentary from 18 institutional banks, covering various currency pairs and market trends.
How often is the commentary updated?: The commentary is regularly updated to reflect the latest insights and analyses from the participating banks.
Can I access historical commentary?: Yes, you can find historical commentary by navigating through our archives, which include past analyses from the 18 banks.
What should I consider when interpreting the commentary?: While the commentary provides valuable insights, it's important to consider multiple perspectives and conduct your own research before making trading decisions.
Is the commentary biased towards any particular bank?: No, the commentary is aggregated from multiple banks to provide a balanced view of the market, without bias towards any single institution.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.