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
Has Gold Lost Its Safe Haven Status?
· robin-brooks-substack·Gold is trading like a high-beta asset these days and not like a safe haven
June ECB cheat sheet: How to train your hawks
ing· gmail-imap·https://think.ing.com/articles/ecb-cheat-sheet-how-to-train-your-hawks/
June ECB cheat sheet: How to train your hawks
ing· gmail-imap·https://think.ing.com/articles/ecb-cheat-sheet-how-to-train-your-hawks/
June ECB cheat sheet: How to train your hawks
ing· ing-think·Here are our four scenarios for the 11 June ECB meeting, alongside implications for rates and FX. We think the ECB's current priority is solidifying markets' expectations on further tightening to hedge against inflation expectations de-anchoring. Our baseline is therefore a hawki
SpaceX IPO News: Goldman Sachs Predicts AI Revenue Surging 100x by 2030 - CryptoRank
goldman· google-news-audusd·SpaceX IPO News: Goldman Sachs Predicts AI Revenue Surging 100x by 2030 CryptoRank
RBI Chief Malhotra says the bank will act if inflation gets generalised
· investinglive-cb·Inflation target not in abeyance Inflation target has to be met over a period, not advisable to take action for each deviation Will be watchful if inflation getting generalised No measures under consideration to restrict capital outflows Will take measures to curb speculative tra
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.