What types of commentary can I find on this page?

This page features expert insights and analyses from 18 institutional desks on topics like labor market trends, inflation, and global interest rates.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest insights and analyses from the participating banks.

Can I access reports from specific banks?

Yes, the commentary aggregates insights from various banks, allowing you to explore perspectives from institutions like Deutsche Bank, UBS, and others.

What should I consider when interpreting the commentary?

It's important to consider the context of each commentary piece, as they reflect the views of individual banks based on their research and market analysis.

Is the commentary focused only on FX markets?

While the primary focus is on FX markets, the commentary also covers related topics such as commodities, interest rates, and economic indicators.

Dollar to hold gains, but stuck on sparse Fed rate guidance – Reuters poll

LIVE

18:18ZGlobal FX: Spilled OATs, Payrolls, Risks to carry 17:06ZGlobal Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets 15:59ZGlobal Rates - Increasing risk of CTD switches in UST and Eurex futures 15:25ZAre spillovers for the FX market from the global bond market sell-off getting bigger?13:10ZCooler US jobs growth supports a Federal Reserve pause in October 10:25ZCEE & CCA week ahead: Polish rate decision and inflation data across Central Europe 09:34ZEurozone inflation soars to 3.8% in September 09:10ZTHINK Ahead: Britain is not the next France. For now…08:18ZUBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'06:40ZFX Daily: Tipping point 18:18ZGlobal FX: Spilled OATs, Payrolls, Risks to carry 17:06ZGlobal Rates: Mixed themes in European rates – Euro area sovereign spreads and France, seasonality in DM rates, cross-currency basis update and UK rate markets 15:59ZGlobal Rates - Increasing risk of CTD switches in UST and Eurex futures 15:25ZAre spillovers for the FX market from the global bond market sell-off getting bigger?13:10ZCooler US jobs growth supports a Federal Reserve pause in October 10:25ZCEE & CCA week ahead: Polish rate decision and inflation data across Central Europe 09:34ZEurozone inflation soars to 3.8% in September 09:10ZTHINK Ahead: Britain is not the next France. For now…08:18ZUBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly'06:40ZFX Daily: Tipping point

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.

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