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
Bank of Canada still set to lean dovish
ing· gmail-imap·https://think.ing.com/articles/bank-of-canada-still-set-to-lean-dovish/
Bank of Canada still set to lean dovish
ing· gmail-imap·https://think.ing.com/articles/bank-of-canada-still-set-to-lean-dovish/
Data Flash – US May Jobs Report:: Broadening Gains, White-Collar Weakness, and a Leisure Distortion
rbc· gmail-imap·RBC Royal Bank https://click.website.rbc.com/?qs=ABB7InYiOjEsImQiOjQ4OTh9AAQAAAAAAInU-zX9IQ69EYUhkoTVyR_59KIYTFeOT-jLAJEt7VBZdO78tKC4anAR6Z8tH6Cbw_5aBsrujzCnFV3fCwZfQqJyAa2Cw4eknQR52g View Online
Fed's Hammack: Today's jobs report reaffirms that the jobs market is roughly in balance
· investinglive-cb·The Fed's Hammack is a hawk so her highlighting today's jobs report isn't a big surprise but it's notable as a sign of which way the wind is blowing on Fed policy. She wrote: The Federal Reserve’s inflation objective is 2 percent.That number isn’t just theoretical; price stabilit
Oil Bearishness at 10-Year High
goldman· gmail-imap·Why bonds haven't been an effective hedge .keep-white { color:#ffffff !important; } .keep-black { color:#000000 !important; } .gsFooterGrey * { color:#000000 !important; } ul.gsFlushList li { text-indent:-1em !impor
Bank of Canada still set to lean dovish
ing· ing-think·CANADA: Falling output, USMCA renegotiation risk, a mixed jobs picture, and softer-than-feared inflation suggest the Bank of Canada will continue to push back against the market pricing of rate hikes at its 10 June meeting. We don’t expect any tightening this year. The Canadian d
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.