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.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
23 investment banks see USD/JPY at 153.77 by Dec 2026
View the live USD/JPY forecastWelcome to the commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a hub for the latest macroeconomic analyses and currency forecasts, providing a comprehensive view of current market dynamics.
Here, you will find expert commentary on various economic factors affecting foreign exchange markets, including central bank decisions, geopolitical events, and market trends. Our goal is to normalize and present this research in an accessible format, allowing you to stay informed and make educated decisions based on the collective insights of top financial institutions.
Morgan Stanley cuts Novo Nordisk on growth, patent cliff concerns; shares dip - Investing.com Nigeria
Morgan Stanley cuts Novo Nordisk on growth, patent cliff concerns; shares dip Investing.com Nigeria
Romanian inflation is no cause for celebration yet
Older quick take Quick take Published 09:40 Romania Romanian inflation is no cause for celebration yet Romania's annual inflation rate eased to 6.2% in August, more than reversing July's upside surprise print and coming in below expectations. Lower prices for some food items and
Goldman Sachs tech conference highlights AI spending outlook By Investing.com - Investing.com South Africa
Goldman Sachs tech conference highlights AI spending outlook By Investing.com Investing.com South Africa
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk
Fed's Daly says tariff impact on inflation beginning to fade
Daly's comments add a somewhat more balanced tone to recent Fed commentary, acknowledging tariff driven price pressures while also flagging early signs those effects are fading, a nuance that could support market expectations for the Fed to stay patient rather than move toward hi
Top of the Morning: Fixed Income - Resilience, recalibration, and remedies
Leslie joins to spotlight recent market conditions and how they have impacted the repricing and recalibration of fixed income assets. We also reflect on the hawkish commentary delivered from Fed Chairman Kevin Warsh during his first press conference, and what will the Fed be focu
China's SAFE says FX market stable, resilient amid complex global backdrop
What stands out in SAFE's remarks is as much what wasn't emphasized as what was: the regulator devoted little specific commentary to the yuan's level or direction beyond a passing reference to stability, which could be read as a signal that Beijing currently has limited concern a
Economic and event calendar in Asia Friday, July 17, 2026 - Fed speaker
Fed speaker today. Philip Jefferson is Fed Vice Chair, a centrist policymaker now navigating the Fed under new Chair Kevin Warsh. His most recent commentary emphasizes cautious optimism, expecting slightly above-trend growth, a stabilizing labor market, and inflation eventually r