This Slug Definitely Does Not Exist 12345
This Slug Definitely Does Not Exist 12345
Welcome to our research page, where we aggregate FX insights from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This platform provides a comprehensive overview of the latest analyses and commentary on foreign exchange markets, helping you stay informed about key trends and developments.
Our content is designed to normalize and present bank research PDFs in an accessible format, allowing readers to easily interpret the findings and implications for global FX. Whether you are looking for insights on currency movements, central bank policies, or geopolitical factors affecting the market, this page serves as a valuable resource for your FX research needs.
Closest existing research
Global Commodities: What’s New?
jpmorgan· jpm-at-any-rate· May 22, 2026As Iran and the US continue to work towards a deal, some commodities markets have undergone structural changes. Asian LNG, for example, has been trading at an elevated premium compared to European benchmarks, while precious metals have been sidelined in the short-term. In this ep
THINK Ahead: Inflation’s second wave – is history really repeating itself?
ing· ing-think· May 22, 2026When inflation spikes, comparisons to the 1970s are never far away. The similarities are striking, but so are the differences, writes James Smith. And be warned! This article contains egregious chart crimes...
Turkey blows itself up - again
· robin-brooks-substack· May 22, 2026The paths will vary, but the final destination for Erdogan's Turkey is always devaluation
Tag-matched commentary (matching "This")
Global FX: Broader impacts from the dollar bid
jpmorgan· jpm-at-any-rate· May 22, 2026We run through some of the broader considerations from the recent dollar bid including the JPY intervention outlook. This podcast was recorded on 22 May 2026. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for importan
Global Commodities: What’s New?
jpmorgan· jpm-at-any-rate· May 22, 2026As Iran and the US continue to work towards a deal, some commodities markets have undergone structural changes. Asian LNG, for example, has been trading at an elevated premium compared to European benchmarks, while precious metals have been sidelined in the short-term. In this ep
THINK Ahead: Inflation’s second wave – is history really repeating itself?
ing· ing-think· May 22, 2026When inflation spikes, comparisons to the 1970s are never far away. The similarities are striking, but so are the differences, writes James Smith. And be warned! This article contains egregious chart crimes...
RBNZ preview: A closer call than markets expect
ing· ing-think· May 22, 2026ASIA/PACIFIC: In our view, there are enough arguments to hike at this 27 May meeting (an underpriced risk), but the Reserve Bank of New Zealand has erred on the dovish side and looks more likely to opt for a hawkish hold. New projections may show tightening already in 3Q, and we
How have interest rate expectations changed after this week's events?
· investinglive-cb· May 22, 2026Rate hikes by year-end RBNZ: 76 bps (70% probability of no change at the next meeting) ECB: 64 bps (88% probability of rate hike at the next meeting) BoE: 48 bps (83% probability of no change at the next meeting) BoJ: 46 bps (75% probability of rate hike at the next meeting) BoC:
(Research Paper) Households' Wage Growth Expectations Formation: The Linkage with Price Inflation Expectations
· boj-whatsnew· May 22, 2026Households' Wage Growth Expectations Formation: The Linkage with Price Inflation Expectations 日本語 May 22, 2026 Takuji Kondo *1 Yuki Takahashi *2 Kosuke Takatomi *3 Full Text [PDF 591KB] Abstract This paper quantitatively investigates how closely Japanese households' wage growth e
Frequently asked questions
- What kind of research is available on this page?
- This page aggregates FX research from 18 institutional desks, providing insights on currency movements, central bank policies, and broader economic factors.
- Which banks contribute to the FX research on this page?
- The research is sourced from major banks including JPMorgan, Goldman Sachs, BofA, HSBC, and many others, ensuring a diverse range of perspectives.
- How can I use the information found here?
- The aggregated insights can help you understand current FX trends and make informed decisions in trading or investment strategies.
- Is the research provided here updated regularly?
- Yes, we strive to keep the content updated with the latest commentary and analyses from the contributing banks.
- Can I find specific forecasts or predictions on this page?
- While we provide insights and analyses, we do not include specific forecasts or price levels; the focus is on summarizing the research findings.
All research pillars
FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.