FX BANK FORECAST · COVERAGE
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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 go-to source for aggregated insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. Here, we compile the latest analyses and forecasts on key market trends, providing a comprehensive overview of the foreign exchange landscape.
Our platform features commentary on various assets, including currencies, commodities, and economic indicators. By normalizing research from top banks, we aim to present a clear and concise understanding of market movements, helping you interpret the factors driving price changes and investment strategies.
JPMorgan: AI-related capital expenditures continue to expand; tech companies' bond issuance this year could reach USD 540 billion. - moomoo.com
JPMorgan: AI-related capital expenditures continue to expand; tech companies' bond issuance this year could reach USD 540 billion. moomoo.com
Gold Market Upside: Key Forecasts and Drivers for 2026 - Discovery Alert
Gold Market Upside: Key Forecasts and Drivers for 2026 Discovery Alert
Citi raises brent forecast as prolonged US-Iran war keeps oil markets on edge - The Vibes
Citi raises brent forecast as prolonged US-Iran war keeps oil markets on edge The Vibes
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