What type of commentary can I find on this page?

This page features expert analyses and insights on foreign exchange markets, commodities, and interest rates, aggregated from 18 major institutional banks.

How often is the commentary updated?

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

Can I access reports from all 18 banks?

Yes, the Commentary page aggregates research from all 18 institutional desks, providing a comprehensive view of market perspectives.

What should I consider when interpreting the commentary?

While the commentary offers valuable insights, it's important to consider the broader market context and conduct your own analysis before making trading decisions.

Is there a focus on specific currencies or commodities?

The commentary covers a wide range of currencies and commodities, with insights tailored to current market conditions and trends.

USD/JPY: Katayama says Trump raised weak yen with Takaichi

LIVE

23:07ZGlobal Commodities: Day 31 and beyond 20:43ZGlobal Rates & FX Views: Rates and inflation 18:32ZBack-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)17:23ZGlobal FX: US diesel ban, dollar view, G10 central banks 15:38ZGlobal Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings 15:18ZFixed Income contagion risks 12:01ZFresh cracks emerge in Hungary’s labour market 10:36ZCNB Minutes: Inflationary risks are starting to materialise 10:30ZCEE & CCA week ahead: Inflation data from Poland and Czech GDP 09:55ZTHINK Ahead: US jobs report and eurozone inflation data 23:07ZGlobal Commodities: Day 31 and beyond 20:43ZGlobal Rates & FX Views: Rates and inflation 18:32ZBack-to-School on the Markets with Jeffrey Gundlach (DoubleLine) & Solita Marcelli (UBS)17:23ZGlobal FX: US diesel ban, dollar view, G10 central banks 15:38ZGlobal Rates: Thoughts on long end EUR curve, SSAs and the recent Riksbank and Norges Bank meetings 15:18ZFixed Income contagion risks 12:01ZFresh cracks emerge in Hungary’s labour market 10:36ZCNB Minutes: Inflationary risks are starting to materialise 10:30ZCEE & CCA week ahead: Inflation data from Poland and Czech GDP 09:55ZTHINK Ahead: US jobs report and eurozone inflation data

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

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