What type of commentary can I find on this page?

You can find aggregated insights and analyses from 18 major banks, covering various aspects of the foreign exchange market, including currency forecasts and macroeconomic trends.

How frequently is the commentary updated?

The commentary is updated regularly to reflect the latest research and insights from the participating banks, ensuring you have access to current market perspectives.

Are the forecasts provided on this page actionable?

While the commentary includes expert analyses and insights, it is essential to interpret the information in the context of your own trading strategy and risk tolerance.

Can I access reports from specific banks?

Yes, the commentary aggregates research from various banks, allowing you to explore insights from specific institutions like Citi, Deutsche Bank, and others.

Is there a focus on any particular currency pairs?

The commentary covers a wide range of currency pairs, with insights often focusing on major pairs influenced by macroeconomic factors and geopolitical events.

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 09:10ZTHINK Ahead: Britain is not the next France. For now…08:18ZUBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'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 09:10ZTHINK Ahead: Britain is not the next France. For now…08:18ZUBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'

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 resource for aggregated FX research from 18 leading financial institutions, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile insights and analyses from top bank research PDFs, providing you with a comprehensive overview of market trends and developments.

This page serves as a hub for understanding the latest commentary on key currency pairs and macroeconomic factors influencing the foreign exchange market. By normalizing and presenting research from various institutional desks, we aim to equip you with the knowledge needed to navigate the complexities of FX trading.

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Frequently asked questions

What type of commentary can I find on this page?: You can find aggregated insights and analyses from 18 major banks, covering various aspects of the foreign exchange market, including currency forecasts and macroeconomic trends.
How frequently is the commentary updated?: The commentary is updated regularly to reflect the latest research and insights from the participating banks, ensuring you have access to current market perspectives.
Are the forecasts provided on this page actionable?: While the commentary includes expert analyses and insights, it is essential to interpret the information in the context of your own trading strategy and risk tolerance.
Can I access reports from specific banks?: Yes, the commentary aggregates research from various banks, allowing you to explore insights from specific institutions like Citi, Deutsche Bank, and others.
Is there a focus on any particular currency pairs?: The commentary covers a wide range of currency pairs, with insights often focusing on major pairs influenced by macroeconomic factors and geopolitical events.

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