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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 30 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
Live cross-firm bank consensus across 30 desks — FX, oil & gold
View bank forecastsWelcome to the commentary section of FX Bank Forecast, where we aggregate insights from 18 leading institutional banks, including JPMorgan, Goldman Sachs, and HSBC. This page provides a comprehensive overview of recent market analyses and expert opinions on currency movements, economic indicators, and geopolitical influences affecting the foreign exchange landscape.
Our aim is to help you navigate the complexities of FX research by normalizing various bank reports into a single, accessible format. Here, you will find valuable commentary on key economic events, such as employment reports and central bank decisions, allowing you to stay informed about trends and shifts in the FX market.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBNZ: 62 bps (82% probability of rate hike at the next meeting) Fed: 30 bps (83% probability of no change at the next meeting) ECB: 24 bps (72% probability of no change at the next meeting) BoJ: 20 bps (99% probability of no change at the next meeting) BoE:
Bank of England's Bailey says inflation would be at target if not for the war
BOE seeks to hit inflation target without damaging output Market pricing puts the odds of a hike in November at roughly 50%. If oil stays down here the effects of the war should be unwound quickly so we will see where inflation lands by Q4. This article was written by Adam Button
Pound To Australian Dollar Price News, Forecast: GBP Near 14-Week High - Exchange Rates Org UK
Pound To Australian Dollar Price News, Forecast: GBP Near 14-Week High Exchange Rates Org UK
The US Blockade of Iran after Six Weeks
Much of the commentary on the US blockade says it's failed, but that's total nonsense
ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis
ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a
Taking Stock of the US Blockade
There's endless commentary that the blockade has failed, but that's total nonsense