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
Latest bank commentary
Is the Debasement Trade Over?
· robin-brooks-substack·Expectations of Fed cuts got this trade started in August 2025 - we need to get back to that
UBS trims 2026 gold target to $5,500 as yields bite - CryptoRank
ubs· google-news-audusd·UBS trims 2026 gold target to $5,500 as yields bite CryptoRank
US Rates - Another Volatile Week in Rates Markets
jpmorgan· jpm-at-any-rate·Jay Barry and Ipek Ozil discuss the latest developments in rates markets and outlook for rates into the remainder of the year. Speakers: Jay Barry, Head of Global Rates Strategy Ipek Ozil, Head of US Interest Rate Derivatives Strategy This podcast was recorded on June 5, 2026. Th
Citi survey shows economists raise Mexico inflation forecast By Investing.com - Investing.com Australia
citi· google-news-usdmxn·Citi survey shows economists raise Mexico inflation forecast By Investing.com Investing.com Australia
Citi survey shows economists raise Mexico inflation forecast By Investing.com - Investing.com Nigeria
citi· google-news-usdmxn·Citi survey shows economists raise Mexico inflation forecast By Investing.com Investing.com Nigeria
Citi survey shows economists raise Mexico inflation forecast By Investing.com - Investing.com UK
citi· google-news-usdmxn·Citi survey shows economists raise Mexico inflation forecast By Investing.com Investing.com UK
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.