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.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecastsWelcome to the commentary page of FX Bank Forecast, your trusted source for aggregated foreign exchange research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This page provides insights and analyses from top financial institutions, helping you stay informed about the latest trends and developments in the FX market.
Here, you will find a collection of recent commentaries that cover various currency pairs, economic indicators, and market movements. By reviewing these expert analyses, you can better understand the factors influencing currency fluctuations and make more informed trading decisions.
Romanian retail sales: the pain of adjustment
Older quick take Quick take Published 09:50 Romania Romanian retail sales: the pain of adjustment Retail sales struggled visibly through June, signalling that private consumption will be a major drag on output in the second quarter of 2026. While some tentative stabilisation sign
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll - BNN Bloomberg
Canadian dollar seen rangebound as domestic economy recovers: Reuters poll BNN Bloomberg
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