CommerzBank
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USD/IDR: BI turns cautious as Rupiah weakens – Commerzbank
Commerzbank’s Dr. Henry Hao and Moses Lim note that Indonesia March CPI slowed to 3.5% year-on-year, back within Bank Indonesia’s (BI) target…
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Brent: War-driven supply shock supports prices – Commerzbank
Commerzbank’s Dr. Henry Hao and Moses Lim highlight that Brent crude Oil remains supported as Middle East conflict disrupts regional…
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USD/MXN: Trade resilience supports Peso – Commerzbank
Commerzbank’s Michael Pfister argues that Mexico’s strong US export performance and extensive USMCA compliance have cushioned the Mexican economy and…
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US: Inflation upturn with oil shock – Commerzbank
Commerzbank economists Dr. Christoph Balz and Dr. Ralph Solveen argue that higher Oil prices from the Iran War are set…
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EURO: ECB still lags Fed on inflation response – Commerzbank
Commerzbank’s Michael Pfister argues that, despite a sharper repricing of European Central Bank (ECB) tightening versus the Fed since the latest energy…
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Germany: War-driven energy shock risks ECB hike – Commerzbank
Commerzbank’s Senior Economist Dr. Ralph Solveen notes that Germany’s inflation rate rose from 1.9% to 2.7% in March 2026 as…
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USD/INR: RBI curbs bank positions to back Rupee – Commerzbank
Commerzbank’s Charlie Lay explains that the Reserve Bank of India (RBI) has capped banks’ net open Indian Rupee (INR) positions…
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Gold: Higher year-end targets despite sharp pullback – Commerzbank
Thu Lan Nguyen at Commerzbank has revised Gold forecasts higher, now seeing USD 5,000 per ounce by end-2026 and USD…
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EUR/USD: War-driven forecasts and softer Dollar outlook – Commerzbank
Commerzbank, led by Chief Economist Jörg Krämer, has cut its 2026 Eurozone growth forecast and now expects fewer ECB rate…
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ZAR: SARB holds through conflict – Commerzbank
Commerzbank analyst Volkmar Baur expects the South African Reserve Bank (SARB) to keep rates unchanged, despite inflation having fallen to…
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