What type of content can I find on the commentary page?

The commentary page features aggregated insights and analyses from 18 institutional banks, providing expert opinions on currency movements and macroeconomic trends.

How often is the commentary updated?

The commentary is regularly updated to reflect the latest research and insights from the participating banks, ensuring you have access to current information.

Can I access historical commentary on this page?

While the primary focus is on recent commentary, some historical insights may be available depending on the specific research provided by the banks.

Is there a specific focus on any currency pairs?

Yes, the commentary covers a wide range of currency pairs, offering insights tailored to the most actively traded currencies in the FX market.

Who are the institutional desks contributing to this commentary?

The commentary is sourced from 18 major banks, including JPMorgan, Goldman Sachs, BofA, and others, providing a diverse range of perspectives.

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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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