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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.
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 FX Bank Forecast, your trusted FX research aggregator. Here, we compile and normalize insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC, to provide you with a comprehensive overview of market perspectives and trends.
Our goal is to present a clear and concise synthesis of the latest commentary from top banks, helping you navigate the complexities of the foreign exchange market. Whether you're interested in central bank policies, currency performance, or macroeconomic factors, our aggregated research offers valuable context for informed decision-making.
Post NFP Call
Please join Ralf Preusser in conversation with Aditya Bhave, Mark Cabana and Alex Cohen post-payrolls. Since Fed Chair Warsh is trying to move away from forward guidance, the importance of US data will only increase. We will discuss the outlook for the Fed, US rates and the USD i
Christine Lagarde: Interview with Les Échos
INTERVIEW Interview with Les Échos Interview with Christine Lagarde, President of the ECB, conducted by Guillaume Benoit and Christophe Jakubyszyn on 24 June 2026 2 July 2026 On 11 June, the ECB raised its key interest rates. Do you still think that was the right decision, given
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