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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 39 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 39 institutional desks. No promotion.
Welcome to the commentary page of FX Bank Forecast, your go-to resource for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, BofA, HSBC, and more. This page provides a comprehensive overview of the latest insights and analyses from top financial institutions, helping you stay informed about market trends and developments.
Here, you will find a collection of expert commentary on various currency pairs and economic indicators. Our goal is to normalize and present this valuable information in an accessible format, allowing you to easily interpret the perspectives of multiple banks as they navigate the complexities of the FX market.
Morgan Stanley retains USD 3.4 trillion AI spending forecast despite tech stock selloff - India's News.Net
Morgan Stanley retains USD 3.4 trillion AI spending forecast despite tech stock selloff India's News.Net
Morgan Stanley retains USD 3.4 trillion AI spending forecast despite tech stock selloff - Big News Network.com
Morgan Stanley retains USD 3.4 trillion AI spending forecast despite tech stock selloff Big News Network.com
Fed’s Goolsbee calls CPI ‘borderline disturbing’, flags three inflation worries
Strong language like this from Goolsbee adds weight to the hawkish run of Fed commentary after the CPI report, and it strengthens pricing for a December hike. His focus on services and expectations points to concern about entrenched inflation, not transitory shocks, which raises
Tech now accounts for two-thirds of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for two-thirds of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in September i
Tech now accounts for three-quarters of the US trade deficit
Older quick take Quick take Published 14:15 United States Translate Tech now accounts for three-quarters of the US trade deficit There has been a lot of commentary about the contribution of tech investment to GDP growth, but with the US running a trade deficit of $64bn in Septemb
Fed’s Collins backs another rate hike by year-end, flags three inflation pressures
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room for a sustained dollar pullback while h
Weekly Economic Commentary 5 Oct 2026 - Westpac IQ
Weekly Economic Commentary 5 Oct 2026 Westpac IQ
25 investment banks see USD/JPY at 155.16 by Dec 2026
View the live USD/JPY forecast