What kind of commentary can I find on this page?

This page features aggregated commentary from 18 institutional banks, covering various currency pairs and economic forecasts.

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 research from reputable institutions, but it's important to conduct your own analysis and consider multiple sources.

Which banks are included in the commentary?

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

Is there a specific focus on certain currency pairs?

Yes, the commentary covers a range of currency pairs, including GBP/CAD and Pound to New Zealand Dollar, among others.

LIVE

06:46ZFX Daily: Dollar has lost its safe-haven crown 06:12ZUBS Morning audio comment: Who cares about technology?02:07ZAsia week ahead: BoJ rates, China’s Fifth Plenum, Taiwan and Korea data 01:48ZThe Commodities Feed: Brent builds geopolitical premium as Gulf risks rise 22:37ZECB preview: MUFG sees October hold, two hikes ahead. See EUR/USD year end at 1.12 16:21ZGlobal FX: GBP FX - UK Budget Preview 16:13ZEM Fixed Income: Swimming upstream after Bangkok 15:47ZRates Spark: US and France like ships passing in the night at 5%14:59ZGlobal Rates: DM inflation, from mixed bag to common thread 14:03ZRBNZ to hike next week as inflation risks mount 06:46ZFX Daily: Dollar has lost its safe-haven crown 06:12ZUBS Morning audio comment: Who cares about technology?02:07ZAsia week ahead: BoJ rates, China’s Fifth Plenum, Taiwan and Korea data 01:48ZThe Commodities Feed: Brent builds geopolitical premium as Gulf risks rise 22:37ZECB preview: MUFG sees October hold, two hikes ahead. See EUR/USD year end at 1.12 16:21ZGlobal FX: GBP FX - UK Budget Preview 16:13ZEM Fixed Income: Swimming upstream after Bangkok 15:47ZRates Spark: US and France like ships passing in the night at 5%14:59ZGlobal Rates: DM inflation, from mixed bag to common thread 14:03ZRBNZ to hike next week as inflation risks mount

24 investment banks see USD/JPY at 153.88 by Dec 2026

View the live USD/JPY forecast

Commentary

Welcome to the Commentary page of FX Bank Forecast, where we aggregate insights and analyses from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a resource for traders and investors looking to understand market trends and currency forecasts based on the latest research from top financial institutions.

Here, you'll find a curated selection of commentary on various currency pairs and economic outlooks. Our aim is to provide a comprehensive view of the market, allowing you to interpret the forecasts and insights from these banks effectively. Whether you're interested in the GBP/CAD or the Pound to New Zealand Dollar, our aggregated content helps you stay informed about potential market movements.

Closest existing research

Tag-matched commentary (matching "Commentary")

[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
citi· 2026-08-14
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk

Frequently asked questions

What kind of commentary can I find on this page?: This page features aggregated commentary from 18 institutional banks, covering various currency pairs and economic forecasts.
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 research from reputable institutions, but it's important to conduct your own analysis and consider multiple sources.
Which banks are included in the commentary?: The commentary includes insights from banks such as JPMorgan, Goldman Sachs, BofA, HSBC, and many others.
Is there a specific focus on certain currency pairs?: Yes, the commentary covers a range of currency pairs, including GBP/CAD and Pound to New Zealand Dollar, among others.

All research pillars

Coverage alert

Email me when FX Bank Forecast adds coverage for USD JPY Outlook Hawkish FED Recalibration Pressures THE YEN Rdfkrj.

FX BANK FORECAST · COVERAGE

Institutional FX coverage in your inbox

Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.