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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 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
23 investment banks see USD/JPY at 153.55 by Dec 2026
View the live USD/JPY forecastWelcome to the Commentary page on FX Bank Forecast, your comprehensive resource for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we provide a curated selection of recent market commentary and analyses that reflect the latest trends and developments in foreign exchange markets.
Our platform normalizes research PDFs from top banks, allowing you to easily access expert opinions and forecasts. Whether you're interested in inflation dynamics, central bank policies, or global economic trends, this page serves as a valuable tool for understanding the factors influencing currency movements.
From USD debasement fears to a Fed policy rethink
Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Simon Mayes, Head of UK, Ireland & Swiss FX Corporate Sales to discuss the key takeaways from the Jackson Hole speech by Fed Chair Kevin Warsh. Derek also discusses the fleeting USD deb
Isabel Schnabel: Central banks on-chain
SPEECH Central banks on-chain Speech by Isabel Schnabel, Member of the Executive Board of the ECB, at the Jackson Hole Economic Policy Symposium on “Financial Innovation: Implications for Payments and Policy” Jackson Hole, 28 August 2026 It is a great pleasure to discuss Darrell
US dollar climbs as the market sees a rising chance of a Fed hike
Kevin Warsh cultivated a sense that he wasn't going to offer much on rates or the economic outlook and that created a backlash that he would be opaque. Instead, we got a guy who repeatedly hammered the idea that the economy was hot and that underlying inflation is still too hot.
[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