What type of research can I find on this page?

This page aggregates FX research from 18 institutional banks, offering insights on currency trends, interest rates, and economic forecasts.

How often is the research updated?

The research is regularly updated to reflect the latest commentary and analysis from our coverage banks, ensuring you have access to current market insights.

Which banks are included in the research aggregation?

Our coverage includes 18 major banks such as JPMorgan, Goldman Sachs, Bank of America, HSBC, and UBS, among others.

Can I access historical research reports?

While our primary focus is on current research, some historical insights may be available depending on the banks' publication practices.

Is there a cost to access the research?

Access to the aggregated research on this page is free, allowing you to benefit from expert insights without any subscription fees.

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18:27ZGlobal Rates: European Rate Markets – looking ahead over 2H26 17:26ZGlobal Commodities: A Perfect Storm 16:09ZGlobal FX: Central banks take centre stage 15:28ZA pivotal week for the USD?14:39ZUS sentiment underlines K-shaped consumer strife 14:27ZBelgium’s economy: three things to watch 14:10ZKevin Warsh navigates a hawkish Fed shift 13:30ZTHINK Ahead: Are rate hikes pointless?13:27ZPoland’s current account deficit sharply deteriorated in April as fuel imports surged 08:45ZApril sees sharp improvement in Turkey’s current account deficit 18:27ZGlobal Rates: European Rate Markets – looking ahead over 2H26 17:26ZGlobal Commodities: A Perfect Storm 16:09ZGlobal FX: Central banks take centre stage 15:28ZA pivotal week for the USD?14:39ZUS sentiment underlines K-shaped consumer strife 14:27ZBelgium’s economy: three things to watch 14:10ZKevin Warsh navigates a hawkish Fed shift 13:30ZTHINK Ahead: Are rate hikes pointless?13:27ZPoland’s current account deficit sharply deteriorated in April as fuel imports surged 08:45ZApril sees sharp improvement in Turkey’s current account deficit

Research

Welcome to the research page of FX Bank Forecast, your trusted aggregator of foreign exchange insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and Bank of America. Here, we compile and normalize research PDFs from top banks, providing you with a comprehensive view of market trends and forecasts.

Our platform features the latest commentary and analysis from renowned financial institutions such as HSBC, UBS, and Citi, helping you stay informed about key developments in the FX market. Whether you're looking for insights on currency trends, interest rates, or economic indicators, this page serves as a valuable resource for traders and investors alike.

Top bank desks we track

ANZUSD neutral

Bank of AmericaUSD neutral

BarclaysUSD bearish

INR steady with RBI support. Low beta limits upside but provides defensive positioning. Targeting 86.50.

BNP ParibasUSD bearish

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

CitiUSD neutral

CommerzbankUSD 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

Crédit AgricoleUSD neutral

Deutsche BankUSD neutral

Latest bank commentary

Frequently asked questions

What type of research can I find on this page?: This page aggregates FX research from 18 institutional banks, offering insights on currency trends, interest rates, and economic forecasts.
How often is the research updated?: The research is regularly updated to reflect the latest commentary and analysis from our coverage banks, ensuring you have access to current market insights.
Which banks are included in the research aggregation?: Our coverage includes 18 major banks such as JPMorgan, Goldman Sachs, Bank of America, HSBC, and UBS, among others.
Can I access historical research reports?: While our primary focus is on current research, some historical insights may be available depending on the banks' publication practices.
Is there a cost to access the research?: Access to the aggregated research on this page is free, allowing you to benefit from expert insights without any subscription fees.

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.