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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 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
Live cross-firm bank consensus across 35 desks — FX, oil & gold
View bank forecastsWelcome 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 hub for the latest currency research and analyses, providing you with a comprehensive overview of market trends and expert opinions.
Here, you can explore various commentary excerpts that highlight key developments in the foreign exchange landscape. Our goal is to normalize and present these insights in an accessible format, allowing you to stay informed about critical factors influencing currency movements and economic outlooks.
Pound to Australian Dollar Forecast: Strong Trade Data Supports Aussie - CurrencyNews.co.uk
Pound to Australian Dollar Forecast: Strong Trade Data Supports Aussie CurrencyNews.co.uk
Canadian Dollar: Gains hinge on 1.3970 against US Dollar – Scotiabank - FXStreet
Canadian Dollar: Gains hinge on 1.3970 against US Dollar – Scotiabank FXStreet
Goldman Sachs significantly raised its forecasts for AI server PCBs and CCLs, projecting the market size to reach $84 billion and $48 billion, respectively, by 2028. - Moomoo
Goldman Sachs significantly raised its forecasts for AI server PCBs and CCLs, projecting the market size to reach $84 billion and $48 billion, respectively, by 2028. Moomoo
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