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 presents insights from these banks, allowing users to access a wide range of analyses and forecasts in one convenient location.
By consolidating research from top financial institutions, we aim to equip traders, investors, and analysts with the necessary tools to make informed decisions in the FX market. Users can explore various perspectives on currency movements, economic indicators, and market trends, enhancing their understanding of the complexities within the foreign exchange landscape.
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
Frequently asked questions
- What types of research can I find on this page?
- This page aggregates foreign exchange research from 18 major banks, providing insights on currency movements, economic indicators, and market trends.
- How often is the research updated?
- The research is updated regularly to reflect the latest analyses and forecasts from the participating banks.
- Can I access reports from all 18 banks?
- Yes, the platform provides access to research reports from all 18 institutional banks in our coverage.
- How do I interpret the aggregated research?
- The aggregated research presents various perspectives, allowing users to compare analyses and make informed decisions based on a broader range of insights.
- Is there a cost to access the research?
- The access policy may vary; please check our subscription options for details on accessing the research.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.