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CEE FX: Koruna leads as policy diverges – Commerzbank
CommerzBank, Institutional
CEE FX: Koruna leads as policy diverges – Commerzbank
Commerzbank’s Tatha Ghose reviews recent CEE FX performance, noting that the euro’s strength above 1.17 has supported high-beta PLN and HUF, while the Czech koruna has also gained despite its lower beta profile. He highlights the divergence in regional monetary policy, with the CNB expected to tighten further while the MNB remains in an easing […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
BNY, Institutional
Hungarian Forint: MNB easing and HUF carry prospects – BNY
BNY’s Geoff Yu describes Hungary as a constructive story within EMEA, with post-election re-rating and scope for continued MNB easing. Yu notes corporate flows are strong, spreads still compensatory, and argues Hungarian Forint (HUF) can make a stronger case as a carry currency if inflation stays contained, even as power and energy constraints justify caution […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
Institutional, TDS
Canadian Dollar: GDP rebound supports Loonie – TD Securities
TD Securities economists Robert Both and Emma Lawrence expect Canada’s Q2 National Accounts to show a sharp rebound in Gross Domestic Product (GDP) growth, driven by stronger exports and solid services activity. They forecast expenditure-based GDP at 3.5% annualized and industry-level GDP up 0.3% m/m, with July flash data likely keeping Q3 GDP above potential […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
Institutional, OCBC
US Dollar: Debasement narrative caps upside – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that the US Treasury’s expanded long-end buyback programme has revived market fears of Dollar debasement, driving a weaker USD, stronger Gold and higher breakevens. They stress this is not classic QE, but highlight rising US policy uncertainty, questions over Fed independence and Jackson Hole risks as key […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
Institutional, Societe Generale
Gold: Breakout sustains upward momentum – Societe Generale
Societe Generale analysts highlight that Gold has broken out of a small base formation, reclaimed its 200‑DMA and is enjoying an extended rebound. The move is framed within broader Dollar debasement concerns and rising term premium. The bank flags successive upside hurdles at $4,730/$4,770 and the April peak at $4,890, with the 200‑DMA near $4,510 […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
CAD, Technical Analysis, USD
Chart of the Day: Trump drives the Canadian dollar sell-off
The week has begun with relatively low volatility in the currency market. An exception is the Canadian dollar, which is weakening against the US dollar today by over 0.4%. Figure 1: G10 Currency Dashboard (24.06.2026) Source: XTB Research, 24.08.2026 Where can the reasons for such a move be found? Return of the Trade War Talks […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
Metals
Steel Drops to 4-Week Low
Steel rebar futures fell to around CNY 3,070, retreating from multi-week highs to four-week lows as weak construction activity and elevated rebar inventories continued to weigh on sentiment. China’s property market remained under pressure, with new home prices falling year-on-year in July, while rebar stockpiles stayed above year-ago levels. Weak mill profitability also limited buying […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
Metals
Copper Falls as Inventories Ease Supply Concerns
Copper futures fell to around $6.55 per pound on Monday, retreating from recent gains as a sharp build-up in exchange inventories eased concerns over near-term supply tightness. LME-monitored copper inventories stood at 238,575 tons on August 20, about 16% above their February low, while SHFE-monitored stocks jumped 28.4% last week to 89,548 tons. The rise […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
Energies
European Gas Holds Firm
European natural gas prices remained near multi-year highs, hovering around €65.8/MWh on Monday, as investors awaited details of a US plan to economically isolate Iran that could further disrupt energy supplies from the Middle East. Treasury Secretary Bessent is scheduled to hold a press conference later today and has threatened to impose “the toughest sanctions […]
by Currency Hedger
- 0 Comments
- 4 weeks ago
Commodities
Soybeans Trade Near Multi-Week High
Soybeans traded above $12.20 per bushel, hovering near multi-week highs as strong demand offset a limited increase in US crop prospects. The Pro Farmer Crop Tour put the US soybean yield at just 0.6 bushels per acre above the USDA’s August estimate, implying only 53 million bushels more production, suggesting the findings may have a […]
by Currency Hedger
- 0 Comments
- 4 weeks ago