Commerzbank
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EUR/USD: Rate differentials regain focus – Commerzbank
Commerzbank’s Antje Praefcke notes that the Dollar has benefited from safe-haven demand as the war in the Middle East weighs…
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Oil: Volatility spikes on Hormuz disruption – Commerzbank
Commerzbank analysts highlight extreme swings in Brent and WTI as the Strait of Hormuz remains effectively closed, forcing key Middle…
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CNY: Export strength underpins currency – Commerzbank
Volkmar Baur highlights exceptionally strong Chinese export data, with February exports up nearly 40% year-on-year and the combined January–February surplus…
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USD: Limited impact from jobs data – Commerzbank
Commerzbank’s Volkmar Baur argues that the upcoming US labour market report is unlikely to shift expectations for Federal Reserve policy or materially…
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CHF: Oil spike meets SNB resistance – Commerzbank
Michael Pfister at Commerzbank notes that higher Oil prices and a stronger Swiss Franc are offsetting each other on inflation,…
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PLN: Dovish NBP path to weigh on zloty – Commerzbank
Commerzbank’s Tatha Ghose expects Poland’s NBP to deliver a 25 bps rate cut today, with slower-than-anticipated inflation justifying easing. While…
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EUR/USD: Conflict risks keep euro pressured – Commerzbank
Commerzbank’s Antje Praefcke argues that geopolitical tensions in the Middle East are increasingly negative for the Euro compared with the…
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Brent: Conflict-driven spike and eurozone risks – Commerzbank
Commerzbank analysts Charlie Lay and Moses Lim note Brent crude has surged toward USD79–80 as shipping through the Strait of…
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CHF: Safe haven crown shifts to Franc – Commerzbank
Commerzbank’s Thu Lan Nguyen says the Swiss Franc has become the ultimate currency safe haven, even ahead of the Dollar and…
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EUR/USD: Oil shock risk supports Dollar – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that escalating conflict in the Middle East and a potential Oil supply shock are negative…
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