CommerzBank
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Taiwan Dollar: CBC inflation risks support against US Dollar – Commerzbank
Commerzbank’s report on Taiwan notes that stronger inflation, with core CPI at 2.5%, is likely to push the CBC towards…
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US Dollar: AI-driven imports reshape trade – Commerzbank
Commerzbank’s Volkmar Baur says AI-related capital-goods imports are structurally widening the US trade deficit. Strong foreign demand currently helps finance…
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Polish Zloty: Dovish Glapinski undercuts support – Commerzbank
Commerzbank’s Tatha Ghose reports that the National Bank of Poland kept rates at 3.75% and a neutral stance, but Governor…
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Oil: Risk premium returns on Gulf supply concerns – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that recent US policy towards Iran has reversed market expectations of a rapid normalisation in…
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New Zealand Dollar: RBNZ hike seen but path questioned – Commerzbank
Volkmar Baur at Commerzbank expects the Reserve Bank of New Zealand (RBNZ) to raise rates at its July meeting to…
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Euro Summer range holds against US Dollar – Commerzbank
Commerzbank’s Volkmar Baur notes EUR/USD has been stuck between 1.1350 and 1.1450 since mid-June, with few catalysts expected over the…
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Singapore Dollar: Seen consolidating in range against US Dollar – Commerzbank
Commerzbank highlights that strong Singapore manufacturing and electronics PMIs underpin a constructive growth outlook, with Q2 GDP expected to exceed Q1’s 6%…
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Japanese Yen: Softer jobs data supports yen – Commerzbank
Commerzbank’s Charlie Lay and Dr. Henry Hao note that weaker US non-farm payrolls and reduced Fed rate hike expectations weighed on the…
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Japanese Yen: Inflation signals strengthen – Commerzbank
Volkmar Baur at Commerzbank highlights solid Japanese activity data, with the manufacturing PMI at 54.8 and the Tankan business conditions index at…
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Indian Rupee: Lower oil prices supports against US Dollar – Commerzbank
Commerzbank’s Charlie Lay and Dr. Henry Hao note that the outlook for the Indian Rupee (INR) has brightened as lower…
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