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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 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
23 investment banks see USD/JPY at 152.04 by Dec 2026
View the live USD/JPY forecastWelcome to the commentary page of FX Bank Forecast, your comprehensive aggregator of foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, you can access a curated selection of insights and analyses that reflect the latest trends and developments in the FX market, helping you stay informed and make better trading decisions.
Our platform normalizes research PDFs from top banks, providing you with a user-friendly experience to navigate through diverse perspectives on currency movements, interest rate expectations, and macroeconomic factors. By leveraging the expertise of these institutions, we aim to deliver a balanced view of the market, enabling you to interpret the current landscape effectively.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 52 bps (67% probability of rate hike at the next meeting) ECB: 42 bps (86% probability of no change at the next meeting) BoE: 37 bps (92% probability of no change at the next meeting) Fed: 26 bps (90% probability of no change at the next meeting) BoJ:
The SCOTUS Tariff Windfall for China
China's export prices have jumped massively since SCOTUS ruled IEEPA tariffs illegal
RBI to counter USD/INR volatility amid crude shock - Magzter
RBI to counter USD/INR volatility amid crude shock Magzter
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
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