CommerzBank
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Brent: Price slide reflects de-escalation hopes – Commerzbank
Commerzbank strategist Charlie Lay, notes Brent Oil tumbled 8.7% to USD 88.36, reversing much of last week’s surge as US–Iran…
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Singapore Dollar: MAS signals inflation concern – Commerzbank
Commerzbank’s Charlie Lay notes Monetary Authority of Singapore (MAS) unexpectedly tightened policy for a second meeting, slightly increasing the Singapore…
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Indian Rupee: RBI inflow measures support against US Dollar – Commerzbank
Commerzbank analysts report that USD/INR was little changed near 96.57 on Friday but has edged higher since early July, largely…
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Oil: Mounting supply risks and price pressures – Commerzbank
Commerzbank’s Charlie Lay notes that Brent and West Texas Intermediate (WTI) have pulled back after sharp gains, but underlying risks…
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South Korean Won: Strong GDP and inflows support Won – Commerzbank
Commerzbank reports that South Korea’s advance Q2 GDP rose 0.6% quarter-on-quarter and 3.7% year-on-year, beating expectations. Robust AI-related semiconductor demand…
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South African Rand: SARB surprise weighs against US Dollar – Commerzbank
Commerzbank’s Volkmar Baur says the South African Reserve Bank’s (SARB) decision to keep its policy rate unchanged at 7% came…
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South Korean Won: Reform-driven support for won – Commerzbank
Commerzbank’s Dr. Henry Hao and Moses Lim highlight that the South Korean government has unveiled a major South Korean Won…
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Singapore Dollar: AI exports support SGD against US Dollar – Commerzbank
Commerzbank’s Moses Lim and Dr. Henry Hao note that Singapore’s June non-oil domestic exports (NODX) growth moderated to 20.7% year-on-year…
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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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