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, and HSBC. Our platform provides a comprehensive overview of the latest insights and analyses from these banks, allowing you to stay informed on market trends and forecasts.
On this page, you will find a curated selection of research reports, commentary, and expert opinions covering various aspects of the foreign exchange market. Whether you're looking for insights on currency movements, interest rate outlooks, or macroeconomic trends, our aggregated content helps you navigate the complex landscape of FX research.
Top bank desks we track
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
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·A recording from Robin J Brooks's live video
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
Yuan gains momentum as global banks revise forecasts higher - CryptoRank
· google-news-audusd·Yuan gains momentum as global banks revise forecasts higher 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
Frequently asked questions
- What types of research are included on this page?
- This page includes FX research reports, market commentary, and expert analyses from 18 institutional banks, providing a broad perspective on currency trends and forecasts.
- How often is the research updated?
- The research is regularly updated to reflect the latest insights and analyses from the participating banks, ensuring you have access to current information.
- Can I find specific bank reports on this page?
- Yes, you can find reports from various banks such as Citi, Deutsche Bank, and UBS, among others, all aggregated for your convenience.
- Is the research unbiased?
- The research aggregated on this page comes from multiple institutional desks, providing a range of perspectives, but it is important to interpret the information critically.
- How can I use this research for trading decisions?
- You can use the aggregated insights and analyses to inform your trading strategies, but it is advisable to consider multiple sources and conduct your own research.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.