What types of commentary can I find on this page?

This page features expert analyses and insights from 18 major financial institutions, focusing on current trends and forecasts in the foreign exchange market.

How often is the commentary updated?

The commentary is updated regularly to reflect the latest insights and analyses from institutional desks, ensuring you have access to current information.

Can I trust the information provided here?

Yes, the commentary is aggregated from reputable sources, including top banks like Goldman Sachs and Deutsche Bank, ensuring a high level of reliability.

Is there a focus on specific currency pairs?

Yes, the commentary includes insights on major currency pairs such as USD/JPY and USD/CNY, among others.

How can I use this commentary for trading decisions?

You can use the insights provided to inform your trading strategies by understanding market sentiment and key economic indicators.

USD/JPY outlook: Hawkish Fed recalibration pressures the yen

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

FX BANK FORECAST · COVERAGE

Institutional FX coverage in your inbox

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

Institutional FX coverage in your inbox

Commentary

Commentary

Closest existing research

Tag-matched commentary (matching "Commentary")

Frequently asked questions

All research pillars