Research
Research
This page is part of FX Bank Forecast — an aggregator that normalises bank research PDFs into a searchable forecast and commentary database. Explore the top desks below or jump straight to the consolidated /forecasts and /reports indexes.
We refresh bank research every 15 minutes through our pdf-intake worker. New trade ideas, currency views, and quarterly forecasts surface automatically across the relevant currency, pair, and firm pages.
Top bank desks we track
INR supported by RBI reserve accumulation slowing and improving portfolio flows. India's growth premium vs EM peers provides fundamental support, though low beta limits upside.
INR steady with RBI support. Low beta limits upside but provides defensive positioning. Targeting 86.50.
BNP Paribas forecasts EUR/USD at 1.21 by Q4 2026 (5.2% higher vs current 1.15). Consistent with the report's broader thesis: "Gradual USD depreciation in an Expansion regime; EUR and high-yield EM lead, Asia FX lags". Bullish stance on EUR
Citi forecasts USD/MXN at 19.2 by Q4 2026 (4.3% lower vs current 18.4). Consistent with the report's broader thesis: "Out-of-consensus bullish USD; cyclical re-acceleration drives a stronger dollar through H1, fading into year-end". Bearish
Commerzbank forecasts AUD/USD at 0.71 by Q4 2026 (7.6% higher vs current 0.66). Consistent with the report's broader thesis: "USD under pressure on excessive Fed cuts and Fed independence concerns; EUR overvalued but USD overvaluation great
INR supported by improving portfolio flows and RBI policy shift. India growth premium provides fundamental support. Targeting 85.00.
Bullish MXN on carry, nearshoring flows, and USMCA resolution expectations. Positioning is clean after 2025 washout. Banxico's measured easing pace preserves carry advantage. MXN 13% YTD gain not overextended vs EM peers.
Latest bank commentary
RBNZ's Breman signals cash rate must rise further as inflationary pressures build
· investinglive-cb· May 27, 2026RBNZ Governor Breman says the committee sees inflationary pressures ahead and agrees the cash rate needs to move higher, a day after the bank held its policy rate steady. Summary: Source: RBNZ Governor Anna Breman, comments 27 May 2026 Breman said the RBNZ committee sees inflatio
Fed's Cook flags oil price as key risk as she watches inflation expectations closely
· investinglive-cb· May 27, 2026Fed Governor Cook says she is closely watching inflation expectations and oil prices, warning that crude moving in the wrong direction would be problematic, while also monitoring downside risks to the labor market. Summary: Source: Federal Reserve Governor Lisa Cook, follow-up co
Fed and ECB take centre stage at BOJ conference day two fireside chat
· investinglive-cb· May 27, 2026Fed Vice Chair Jefferson and ECB Chief Economist Lane headline day two of the BOJ's IMES conference with a fireside chat on monetary policy and supply shocks, followed by a closing panel including the Bank of England's Lombardelli and Fed's Goolsbee. Programme: Day Two, May 28 —
RBNZ Gov Breman sees weaker growth, inflation. Monitoring.
· investinglive-cb· May 27, 2026Weaker demand and higher costs may be capping broader price pressures, RBNZ Governor Anna Breman said, though she noted parts of the New Zealand economy remain in good shape, citing agriculture and sections of the manufacturing sector as areas of relative resilience. RBNZ rate ho
Fed Gov Cook says rates should hold for now but flags hike risk on stubborn inflation
· investinglive-cb· May 27, 2026Fed Governor Cook says holding rates steady is right for now but warns she is prepared to hike if inflation fails to ease, citing tariffs, Iran war, and AI investment as key price pressures. Summary: Source: Federal Reserve Governor Lisa Cook, remarks prepared for the AI policy f
Bond market selloff
bofa· bofa-research-podcast· May 27, 2026Please join Sphia Salim in conversation with global rates strategists to discuss the broad bond market selloff of the past week. We will explore its drivers across regions and the risks of a further extension of the moves, as well as the policy elements that can cap the rise in y
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.