What types of research can I find on this page?

This page aggregates foreign exchange research from 18 major banks, providing insights on market trends, economic forecasts, and institutional analyses.

Which banks are included in the FX research coverage?

Our coverage includes prominent institutions such as JPMorgan, Goldman Sachs, Bank of America, HSBC, and many others.

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 historical research data?

Yes, the platform provides access to historical research documents, allowing you to review past analyses and forecasts.

Is the research free to access?

Yes, the aggregated research on this page is available for free to all users.

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Research

Welcome to the research page of FX Bank Forecast, your go-to source for aggregated foreign exchange insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, Bank of America, and HSBC. Our platform normalizes and presents the latest bank research PDFs, allowing you to easily access and interpret valuable market analysis and forecasts.

Here, you can explore a wide range of commentary and reports from top financial institutions, helping you stay informed about the dynamics affecting currency markets. Whether you're looking for insights on oil volatility, central bank policies, or broader economic trends, our comprehensive coverage ensures you have the information you need to make informed decisions.

Top bank desks we track

ANZUSD neutral

Bank of AmericaUSD bearish

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.

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 bullish

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

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

Deutsche BankUSD bearish

INR supported by improving portfolio flows and RBI policy shift. India growth premium provides fundamental support. Targeting 85.00.

Goldman SachsUSD bearish

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

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 market trends, economic forecasts, and institutional analyses.
Which banks are included in the FX research coverage?: Our coverage includes prominent institutions such as JPMorgan, Goldman Sachs, Bank of America, HSBC, and many others.
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 historical research data?: Yes, the platform provides access to historical research documents, allowing you to review past analyses and forecasts.
Is the research free to access?: Yes, the aggregated research on this page is available for free to all users.

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