What type of commentary can I find on this page?

This page features aggregated insights and analyses from 18 major banks, covering various aspects of the foreign exchange market and economic trends.

How often is the content updated?

The commentary is regularly updated to reflect the latest research and insights from institutional desks, ensuring that readers have access to current information.

Can I trust the information provided here?

Yes, the content is sourced from reputable financial institutions, providing a reliable overview of market conditions and forecasts.

What banks are included in the commentary?

The commentary aggregates research from 18 institutional desks, including JPMorgan, Goldman Sachs, BofA, HSBC, and others.

Is there a focus on specific currencies?

Yes, the commentary often highlights key currencies and their movements, along with broader economic indicators that may impact them.

Earnings call transcript: CI&T falls after Q2 2026 profit miss, raises outlook

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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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