CommerzBank
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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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US Dollar: Stock-driven flows raise vulnerability – Commerzbank
Commerzbank’s Volkmar Baur highlights that the US current account deficit remains large at about 3% of GDP and increasingly relies…
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Australian Dollar: RBA’s hawkish hike caps upside – Commerzbank
Commerzbank’s Volkmar Baur reports that the Reserve Bank of Australia raised its cash rate by 25 bps to 4.6%, the…
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Taiwan Dollar: CBC holds rates but flags inflation risks – Commerzbank
Commerzbank’s Charlie Lay and Henry Hao report that Taiwan’s CBC kept its policy rate at 2.0% for a tenth straight…
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Indian Rupee: RBI liquidity withdrawal tempers risks – Commerzbank
Commerzbank’s India analysis shows the Reserve Bank of India stepping up liquidity absorption via INR1trn of government bond sales and continued VRRR…
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Norwegian Krone: Norges Bank weighs inflation and growth – Commerzbank
Commerzbank’s Antje Praefcke highlights uncertainty over whether Norges Bank will hike in September or wait until December. Inflation remains above…
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