What types of commentary can I find on this page?

This page features aggregated commentary from 18 major banks, covering topics such as currency forecasts, central bank policies, and economic data analyses.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest insights and analyses from institutional desks, ensuring you have access to current information.

Can I access historical commentary?

While this page focuses on recent commentary, you may find links to historical analyses within the aggregated reports or through specific bank archives.

Are the opinions presented on this page unbiased?

The commentary reflects the views of the respective banks and is presented in a neutral manner, allowing readers to interpret the insights based on their own analysis.

How can I use this commentary for trading decisions?

The aggregated commentary provides context and expert insights that can inform your trading strategies, helping you understand market sentiment and potential currency movements.

LIVE

18:48ZGlobal Commodities: The final 11%18:18ZGlobal FX: Spilled OATs, Payrolls, Risks to carry 17:06ZGlobal Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets 15:59ZGlobal Rates - Increasing risk of CTD switches in UST and Eurex futures 15:25ZAre spillovers for the FX market from the global bond market sell-off getting bigger?13:10ZCooler US jobs growth supports a Federal Reserve pause in October 10:25ZCEE & CCA week ahead: Polish rate decision and inflation data across Central Europe 09:34ZEurozone inflation soars to 3.8% in September

22 investment banks see USD/JPY at 154.12 by Dec 2026

View the live USD/JPY forecast

Commentary

Welcome to the Commentary page of FX Bank Forecast, your go-to source for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile and normalize research PDFs, providing you with a comprehensive overview of the latest market analyses and expert opinions on foreign exchange trends.

Our platform allows you to easily navigate through the latest commentary from top banks, helping you stay informed about critical developments in the FX market. Whether you're interested in central bank policies, currency forecasts, or economic data impacts, our curated content offers valuable context for your trading decisions.

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Frequently asked questions

What types of commentary can I find on this page?: This page features aggregated commentary from 18 major banks, covering topics such as currency forecasts, central bank policies, and economic data analyses.
How often is the commentary updated?: The commentary is regularly updated to reflect the latest insights and analyses from institutional desks, ensuring you have access to current information.
Can I access historical commentary?: While this page focuses on recent commentary, you may find links to historical analyses within the aggregated reports or through specific bank archives.
Are the opinions presented on this page unbiased?: The commentary reflects the views of the respective banks and is presented in a neutral manner, allowing readers to interpret the insights based on their own analysis.
How can I use this commentary for trading decisions?: The aggregated commentary provides context and expert insights that can inform your trading strategies, helping you understand market sentiment and potential currency movements.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.