Research
Research
Welcome to the research section of FX Bank Forecast, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, Bank of America, HSBC, and more. Our platform provides a comprehensive overview of market insights and analysis, enabling traders and investors to make informed decisions based on the latest findings from top financial institutions.
Here, you will find a wealth of information covering various aspects of foreign exchange markets, including economic indicators, central bank policies, and geopolitical developments. By consolidating research from multiple sources, we aim to present a balanced view of the market landscape, allowing you to easily access and interpret critical data relevant to your trading strategies.
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
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
Czech spending holds up amid softer inflation
ing· gmail-imap·https://think.ing.com/articles/czech-spending-holds-up-amid-softer-inflation/
Bank of Canada still set to lean dovish
ing· gmail-imap·https://think.ing.com/articles/bank-of-canada-still-set-to-lean-dovish/
Bank of Canada still set to lean dovish
ing· gmail-imap·https://think.ing.com/articles/bank-of-canada-still-set-to-lean-dovish/
Frequently asked questions
- What types of research are available on this page?
- This page aggregates FX research from 18 institutional banks, covering topics such as economic indicators, central bank policies, and market analysis.
- 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 research reports from various banks like Goldman Sachs, HSBC, and JPMorgan, among others.
- Is the research provided free of charge?
- Yes, the aggregated research on this page is available to users without any charge.
- How can I interpret the research findings?
- The research is normalized for easier comparison and interpretation, allowing you to analyze trends and insights across different banks.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.