Commerzbank

Commerzbank Forecasts — Growth, inflation, rates and FX

LIVE16 January 2026USD bearish

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EM Strategy

Name: Investment Bank FX Research Directory
Creator: FX Bank Forecast
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Keywords: bank FX research, investment bank reports, FX strategy, institutional research directory, bank forecasts

Commerzbank emerging-market bond and FX model-portfolio allocations

Country	Region	Bond View	FX View
No EM portfolio positions in the latest CBK note.

8 more EM positions · bond + FX conviction marks

Per-country OW/MW/UW marks · bond duration · FX direction

0 EM positions · bond + FX views unlock with Retail.

FX BANK FORECAST · COVERAGE

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.

Country	Region	Bond	FX
Brazil	LatAm	OW	OW
Mexico	LatAm	MW	UW
South Africa	EMEA	OW	MW
Turkey	EMEA	UW	UW
India	Asia	OW	OW
Indonesia	Asia	MW	MW
Poland	EMEA	MW	OW
Chile	LatAm	OW	MW