Loading…
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.
Welcome to the Commentary page of FX Bank Forecast, where we aggregate insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page serves as a comprehensive resource for traders and investors seeking to understand the latest market sentiments and analyses from top financial institutions.
Here, you will find a curated selection of commentary on various currency pairs and market trends, providing a normalized view of research PDFs from prominent banks. By synthesizing these insights, we aim to equip you with the information needed to navigate the dynamic FX landscape effectively.
Statement by the Monetary Policy Board: Monetary Policy Decision
At its meeting today, the Board decided to leave the cash rate target unchanged at 4.35 per cent.
The Commodities Feed: Oil higher as US-Iran deal hopes fade
https://think.ing.com/articles/the-commodities-feed-oil-higher-as-deal-hopes-fade110826/
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
30 investment banks see EUR/USD at 1.1657 by Dec 2026
View the live EUR/USD forecast