Research
Research
Welcome to the research page of FX Bank Forecast, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, Bank of America, HSBC, and more. Our platform provides comprehensive insights into the foreign exchange market, drawing on the expertise of top financial institutions to deliver high-quality analysis and commentary.
Here, you can explore various reports and podcasts that cover crucial topics such as central bank policies, economic indicators, and market trends. By synthesizing research from multiple banks, we aim to provide you with a well-rounded perspective on the FX landscape, helping you make informed decisions based on the latest insights from the industry.
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.
Latest bank commentary
Forward Guidance: Bank of Canada to hold interest rates as prices rise but economy wobbles
rbc· gmail-imap·View Online https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ4OTh9AAQAAAAAAIpqqxzYStKye7Bs50zBQqHRJpnskCb_XbsBSYIA-ijjhT4gJbsxTkbU7EM9bzB1tCkSVu5rh5VlDyXiKDMIMryg3WBfWG-_twZ4oA https://click.website.rbc.
Global Commodities: Is that it?
jpmorgan· jpm-at-any-rate·If anything stands out in energy markets now, it is that prices have become remarkably sanguine despite an ongoing supply shock. Although market confidence and fundamentals have both contributed, our scenario analysis draws out less comfortable alternatives as the conflict drags
Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup
jpmorgan· jpm-at-any-rate·Meera Chandan, Patrick Locke and James Nelligan unpack the latest payrolls report, emphasizing U.S. exceptionalism, and preview the upcoming central bank meetings. This podcast was recorded on 05 June 2026. This communication is provided for information purposes only. Institution
US Week Ahead: Inflation likely to hit a three-year high in May
rbc· gmail-imap·RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ4OTh9AAQAAAAAAIrZYjq92kFApwFRQnwxt5EGmP4apHmZa5hJMoVhFPiU5b3S6rbuo9_cz3uWECEsRvbk-zlSvgA8sUY6LF-b_4oppBTWeV1PYg View Online
Global Rates: ECB, cross-market views and UK politics update
jpmorgan· jpm-at-any-rate·In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the upcoming ECB meeting and implications for Euro area rate markets, cross-market themes and provide an update on UK politics and the gilt market. This podcast was recorded on 05 June 2026. This communic
Stronger Jobs, Stronger Dollar: What It Means for EUR/USD, ECB, and the BoJ
mufg· mufg-emea·The much stronger than expected US jobs report has had the obvious impact with front-end rates and the dollar stronger. Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Chris Jakubowski, FX Institutional Sales to discuss the impact of
Frequently asked questions
- What types of research does FX Bank Forecast provide?
- FX Bank Forecast offers a wide range of FX research, including market analysis, central bank commentary, and economic forecasts from 18 institutional desks.
- How often is the research updated?
- The research is updated regularly to reflect the latest insights and developments in the foreign exchange market.
- Which banks are included in the FX research aggregation?
- Our coverage includes 18 major banks such as JPMorgan, Goldman Sachs, Bank of America, HSBC, and others.
- Can I access historical research reports?
- Yes, you can access historical research reports and commentary to analyze past market trends and insights.
- Is the research provided free of charge?
- Yes, the research aggregated on our platform is available for free to users.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.