Research
Research
At fxbankforecast.com, we provide a comprehensive aggregation of foreign exchange research from 18 leading institutional banks, including JPMorgan, Goldman Sachs, Bank of America, and HSBC. Our platform normalizes and organizes the insights from these financial giants, allowing users to access valuable market analysis and trends in one convenient location.
Readers can explore a variety of reports and commentary on key topics such as interest rates, global commodities, and employment data. By synthesizing research from top banks like Citi, Deutsche Bank, and UBS, we aim to equip traders and investors with the information they need to make informed decisions in the dynamic FX 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
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 can I find on this page?
- This page aggregates foreign exchange research from 18 major banks, covering topics such as interest rates, economic forecasts, and market trends.
- How often is the research updated?
- The research is updated regularly to reflect the latest insights and analyses from the participating banks.
- Can I access reports from specific banks?
- Yes, you can find reports and commentary from each of the 18 banks included in our coverage.
- Is the research free to access?
- Yes, the aggregated research on our site is available for free to all users.
- How do I interpret the aggregated research?
- The aggregated research provides a snapshot of market sentiment and analysis, helping you understand various perspectives from leading banks.
- Are there any specific topics covered in the research?
- Yes, topics include interest rate outlooks, economic indicators, and analyses of global commodities and FX markets.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.