What types of commentary can I find on this page?

You can find insights on various currencies, economic indicators, and market trends from leading banks, providing a well-rounded view of the forex landscape.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest insights and analyses from the 18 institutional desks we cover.

Can I access reports from specific banks?

Yes, our aggregation includes research from all 18 banks, allowing you to explore insights from specific institutions like Citi, UBS, and Deutsche Bank.

Is the commentary purely analytical or does it include forecasts?

The commentary primarily focuses on analysis and insights rather than specific forecasts or price levels.

How can I interpret the commentary provided?

The commentary serves as a synthesis of expert opinions, helping you understand market dynamics rather than providing direct trading advice.

'All gas, no brakes': Westpac NZ now expects annual inflation to hit 4.2% by end of 2026

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18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage 18:08ZGlobal Commodities: Dancing in the Dark 16:16ZGlobal FX: Contemplating a rotation amongst funders; outlook for BRL 15:29ZIs the coast clear for further USD strength?14:26ZSupply chain risks are changing. Shouldn’t financing change too?14:24ZUS consumers remain under pressure as sentiment slides 14:02ZSmall-Cap Revival 10:38ZConsumer Checkpoint: Strength in numbers 10:30ZCEE & CCA week ahead: Czech and Polish inflation data 09:45ZTHINK Ahead: It’s economists vs. markets, and there can only be one winner 09:10ZSpain’s rental dilemma: protecting tenants won’t fix the housing shortage

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 38 institutional desks. No promotion.

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