S&P 500 — US Large Cap Index
FTSE 100 — UK Blue Chips
Euro Stoxx 50 — Eurozone Leaders
DAX 40 — German Equities
CAC 40 — French Market Index
Nikkei 225 — Japan Benchmark
Hang Seng — Hong Kong Index
Shanghai Composite — China Mainland
ASX 200 — Australian Market
TSX Composite — Canada Index
Nifty 50 — India Large Cap
STI Index — Singapore Market
KOSPI — South Korea Index
Bovespa — Brazil Equities
JSE Top 40 — South Africa Index
IPC Index — Mexico Market
CommerzBank
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Japanese Yen: Policy signals support JPY against US Dollar – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that recent interventions by Japanese authorities and the US Treasury have largely lost impact, with…
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Japanese Yen: BoJ meeting to decide JPY path – Commerzbank
Commerzbank’s Michael Pfister highlights renewed weakness in the Japanese Yen as USD/JPY repeatedly breaks above 160 despite record FX interventions.…
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Polish Zloty: NBP language turns cautious after FX pressure – Commerzbank
Commerzbank’s Tatha Ghose notes that NBP Governor Adam Glapinski used G20 remarks to shift towards a more neutral, flexible stance,…
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US Dollar: August inflation key to September Fed decision – Commerzbank
Antje Praefcke at Commerzbank highlights that markets now price nearly a 70% chance of a September Fed hike after Chair Kevin Warsh’s…
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Euro: Proactive ECB seen as supportive – Commerzbank
Michael Pfister at Commerzbank notes that several central banks, including the European Central Bank (ECB), have already raised rates following the inflation…
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Chinese Yuan: Undervaluation and export gains questioned – Commerzbank
Commerzbank’s Volkmar Baur challenges recent internal analysis on CNY undervaluation and exports, arguing that China’s exchange-rate management and gold purchases point to…
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US Dollar: Warsh speech risks asymmetric USD reaction – Commerzbank
Commerzbank’s Volkmar Baur notes the US Dollar has stabilized after last week’s setback, with Kevin Warsh’s Jackson Hole speech seen…
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Turkish Lira: Inflation expectations outpace CBRT forecasts – Commerzbank
Commerzbank’s Tatha Ghose revisits Turkish inflation dynamics, noting seasonally-adjusted price momentum above 2% m/m and warning that disinflation is unlikely.…
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Australian Dollar: RBA waits as inflation sticks – Commerzbank
Volkmar Baur at Commerzbank notes that the Reserve Bank of Australia (RBA) is in wait-and-see mode after three rate hikes,…
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Gold: Tariff conflict fuels safe haven bid – Commerzbank
Commerzbank’s Carsten Fritsch reports that Gold has surged to a three‑month high near USD 4,700 per ounce as US–Canada tariff…
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