Research
Research
At FX Bank Forecast, we provide a comprehensive aggregation of FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, Bank of America, HSBC, and more. Our platform normalizes bank research PDFs to deliver insights and analysis that are easily accessible and interpretable for traders, analysts, and financial professionals.
Our coverage spans a wide range of topics, including currency forecasts, economic outlooks, and market trends. By consolidating research from multiple reputable sources, we aim to equip our users with the information needed to make informed decisions in the dynamic foreign exchange market.
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
PBOC resumes injections after two-day pause that forced banks to deploy idle cash
· investinglive-cb·China's PBOC resumed liquidity injections Friday after a two-day pause, but withdrew a net 682.7bn yuan for the week, its biggest weekly cash pull in three months, in a push to force idle bank cash into the broader economy. Summary: The following draws on PBOC statements and Reut
The Commodities Feed: Oil slides despite stalled US-Iran talks
ing· gmail-imap·https://think.ing.com/articles/the-commodities-feed-oil-falls-despite-little-sign-of-progress-in-us-iran-talks050626/
The Commodities Feed: Oil slides despite stalled US-Iran talks
ing· gmail-imap·https://think.ing.com/articles/the-commodities-feed-oil-falls-despite-little-sign-of-progress-in-us-iran-talks050626/
The Commodities Feed: Oil slides despite stalled US-Iran talks
ing· ing-think·EUROPE: The oil market continues to trade on expectations of an imminent resumption in energy flows from the Persian Gulf. This leaves significant upside risk as inventories fall and we move closer towards the stronger demand period of the third quarter
RBA's Hauser due to speak, hawkish tilt expected after Harper's inflation warning
· investinglive-cb·RBA Deputy Governor Andrew Hauser speaks at a Sydney fireside chat on Australia's economic outlook, with markets watching for any signal on the path of rates after a hawkish week for RBA rhetoric. 2.30pm Sydney time / 0430 GMT/ 0030 US Eastern time Summary: RBA Governor Bullock r
PBOC sets USD/ CNY reference rate for today at 6.8157 (vs. estimate at 6.7735)
· investinglive-cb·The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. more to come This article was written by Eamonn Sheridan at investinglive.com.
Frequently asked questions
- What types of research are available on this page?
- This page aggregates FX research from 18 institutional banks, covering currency forecasts, economic analyses, and market trends.
- How often is the research updated?
- The research is updated regularly as new reports are published by the participating banks.
- Can I access reports from specific banks?
- Yes, you can find aggregated insights from specific banks such as Goldman Sachs, HSBC, and others within our coverage.
- Is there a cost to access the research?
- Access to the aggregated research on this page is provided at no cost.
- How do I interpret the aggregated research?
- The research is normalized for clarity, allowing you to compare insights across different banks and understand the broader market context.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.