Research
Research
At fxbankforecast.com, our research page aggregates and normalizes FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, Bank of America, HSBC, and more. This comprehensive collection provides insights into global currency trends and economic forecasts, allowing users to access a wide range of perspectives from top financial institutions.
Readers can explore various analyses and commentary on key economic indicators, monetary policy decisions, and geopolitical events that impact foreign exchange markets. By synthesizing information from reputable sources, our platform aims to enhance your understanding of the FX landscape and support informed decision-making.
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
Fed's Jefferson says stopping second-round inflation effects is the Fed's core task
· investinglive-cb· May 28, 2026Fed Vice Chair Jefferson says monetary policy cannot offset first-round energy price effects but must prevent them converting into second-round inflation, with the resilient labor market keeping the focus firmly on the 2% target. Summary: Source: Federal Reserve Vice Chair Philip
ECB's Lane warns Iran war inflation could persist long after conflict ends
· investinglive-cb· May 28, 2026ECB Chief Economist Lane warned that inflation from the Iran conflict could persist well beyond any resolution, citing second-round effects, supply chain repositioning, and non-linear price dynamics. Summary: Source: ECB Chief Economist Philip Lane, speaking at the Bank of Japan-
Fed's Kashkari says inflation much too high and remains his top priority
· investinglive-cb· May 28, 2026Minneapolis Fed President Kashkari says inflation is much too high and remains his top priority, warning that unanchored expectations could force more aggressive action, with energy and fertilizer costs key drivers Summary: Source: Minneapolis Federal Reserve President Neel Kashk
PBOC is expected to set the USD/CNY reference rate at 6.7861 – Reuters estimate
· investinglive-cb· May 28, 2026The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that remains one of the most closely watched signals in Asian foreign exchange markets. China operates a managed floating exchange rate system, under whic
Fed's Jefferson says monetary policy is well positioned to respond, not prejudge June meet
· investinglive-cb· May 28, 2026Fed Vice Chair Jefferson says monetary policy is well positioned to respond to developments but has not prejudged June's FOMC meeting, flagging upside inflation risks and energy shock exposure. Summary: Source: Federal Reserve Vice Chair Philip Jefferson, speech to the 2026 Bank
RBNZ's Breman signals cash rate must rise further as inflationary pressures build
· investinglive-cb· May 27, 2026RBNZ Governor Breman says the committee sees inflationary pressures ahead and agrees the cash rate needs to move higher, a day after the bank held its policy rate steady. Summary: Source: RBNZ Governor Anna Breman, comments 27 May 2026 Breman said the RBNZ committee sees inflatio
Frequently asked questions
- What types of research are available on this page?
- The research page offers aggregated insights and analyses from 18 institutional banks, covering topics such as currency forecasts, economic indicators, and monetary policy updates.
- How often is the research updated?
- The research is updated regularly to reflect the latest analyses and commentary from the participating banks, ensuring users have access to current information.
- Can I find specific reports from individual banks?
- Yes, the platform allows users to filter and search for reports from specific banks within our coverage, making it easier to find targeted insights.
- What is the significance of the banks included in the research?
- The included banks are among the most influential in the global financial markets, providing credible and diverse perspectives on FX trends and economic conditions.
- Is the research suitable for all levels of investors?
- Yes, the research is designed to be accessible for both novice and experienced investors, offering valuable insights regardless of expertise.
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.