CommerzBank
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Indian Rupee: RBI support points to softer pair – Commerzbank
Commerzbank’s India section notes September CPI at 5.5% year-on-year, above August and near breaching the RBI’s target band, with risks…
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Indian Rupee: RBI measures support gains against US Dollar – Commerzbank
Commerzbank’s Dr. Henry Hao and Charlie Lay note that the Reserve Bank of India (RBI) has unveiled a broad package…
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Brent: Houthi escalation keeps risk premium elevated – Commerzbank
Commerzbank strategists note that Brent Oil remains above USD 100 as markets weigh heightened geopolitical risk from Houthi attacks on…
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Chinese Yuan: PBoC defends yuan narrative – Commerzbank
Commerzbank’s FX team highlights that the People’s Bank of China rejected claims the yuan is undervalued, linking export strength to…
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Taiwan Dollar: Trade strength but losses capped against US Dollar – Commerzbank
Commerzbank analysts note Taiwan’s September trade surplus hit a record USD23.6bn, with exports surging 60.9% year-on-year on strong AI-related demand.…
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Euro: Fiscal concerns limit recovery against US Dollar – Commerzbank
Commerzbank’s Antje Praefcke notes that concerns over France’s national debt have recently weighed on the Euro, reviving memories of the…
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Turkish Lira: CPI surprise seen enabling rate cut – Commerzbank
Tatha Ghose at Commerzbank reports Turkey’s September Consumer Price Index (CPI) fell below 30% year-on-year, with softer month-on-month gains, creating…
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Euro: Political risks weigh on common currency – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that growing concerns over France’s public debt sustainability are now weighing on the Euro (EUR),…
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Mexican Peso: Weakness and USMCA risk repricing – Commerzbank
Commerzbank’s research notes that the Mexican Peso (MXN) had a disappointing September, losing over 4% against the Dollar since late…
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Euro: Political stress and limited FX reaction – Commerzbank
Commerzbank analysts Michael Pfister and Tatha Ghose examine how Euro political risks, especially in France, Spain and Italy, transmit to…
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