FX BANK FORECAST · COVERAGE
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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.
25 investment banks see USD/JPY at 155.16 by Dec 2026
View the live USD/JPY forecastWelcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated insights from 18 leading financial institutions, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize research excerpts from various bank desks, providing you with a comprehensive overview of market perspectives and trends.
Our aim is to offer a balanced view of the foreign exchange landscape, helping you navigate the complexities of market movements. Whether you're interested in short-term fluctuations or long-term forecasts, this page serves as a valuable resource for understanding the diverse opinions and analyses from top banks in the industry.
Goldman Sachs recommends commodities as portfolio hedge amid geopolitical and supply risks - Yahoo Finance UK
Goldman Sachs recommends commodities as portfolio hedge amid geopolitical and supply risks Yahoo Finance UK
DBS Vantage Card Review (2026) - Mainly Miles
DBS Vantage Card Review (2026) Mainly Miles
Economic outlook: FOMC turns increasingly hawkish as inflation persists - FXStreet
Economic outlook: FOMC turns increasingly hawkish as inflation persists FXStreet
Sunset Market Commentary - Action Forex
Sunset Market Commentary Action Forex
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