CommerzBank

India: Trade shock weighs on Rupee – Commerzbank

Commerzbank analysts highlight that India’s March trade deficit narrowed more than expected as imports slumped, but warn this may reverse…

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USD/INR: RBI actions anchor range view – Commerzbank

Commerzbank’s FX team, including Charlie Lay, Dr. Henry Hao and Moses Lim, notes that USD/INR was flat near 93.38 after intraday volatility,…

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Brent: Demand risks offset hope on Iran talks – Commerzbank

Commerzbank strategists note that Brent Oil dropped nearly 5%, reversing Monday’s gains, as hopes for a second round of US–Iran…

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EUR/USD: Market pricing de-escalation hopes – Commerzbank

Commerzbank’s Thu Lan Nguyen notes that negotiations between the United States and Iran have failed while Washington threatens a blockade…

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China: Growth risks skewed to upside in Q1 – Commerzbank

Commerzbank’s Dr. Henry Hao sees upside risks to China’s Q1 2026 GDP versus the bank’s 4.6% forecast, supported by resilient exports and…

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Gold: Ceasefire rally driven by yields and rates – Commerzbank

Commerzbank’s Carsten Fritsch reports that Gold jumped up to 3% to USD 4,855 per ounce after the 14‑day Middle East…

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Oil: War risk and supply headlines support prices – Commerzbank

Commerzbank analysts highlight that Brent has climbed above $111 per barrel as the Iran conflict continues and Trump links any…

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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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