کارستن فریچ، تحلیلگر کالایی Commerzbank، خاطرنشان کرد: اوپک و آژانس بین‌المللی انرژی، پیش‌بینی‌های تقاضای نفت خود را در این هفته مجدداً کاهش دادند. بازار نفت در سال آینده با مازاد عرضه قابل توجهی روبرو خواهد شد اوپک در حال حاضر انتظار دارد امسال 1.9 میلیون بشکه در روز و سال آینده 1.7 میلیون بشکه در
Share: The Riksbank decided against hiking its key rate in November. Krona traded weaker following the rate meeting. Economists at Commerzbank analyze SEK’s outlook. Riksbank remains cautiously restrictive, but not enough The Riksbank didn’t raise the policy rate in November but has not ruled out a further increase at the beginning of 2024.
Share: Economists at Commerzbank expect the EUR/CHF pair to enjoy modest gains next year. Scope for a stronger Franc again in 2025 We see a moderate depreciation of the Franc against the Euro next year. The EUR should benefit from the fact that market expectations regarding interest rate cuts in the Eurozone are
Share: AUD/USD is still trading around 5% below its mid-July high. Economists at Commerzbank analyze Aussie’s outlook. Downside potential again in 2025 With the US likely to enter a recession in the coming months, while the Australian economy is expected to have a soft landing, the trend is likely to reverse in the
Share: Gold was able to gain something of a foothold again at the start of the week. Economists at Commerzbank analyze the yellow metal’s outlook. Gold likely to tread water ahead of US inflation data Gold’s recovery potential is likely to remain limited ahead of the US inflation data due to be published
Share: The Brazilian Real has performed very impressively against the USD since the beginning of October. Economists at Commerzbank analyze USD/BRL outlook. Real seems well equipped – for now Of course, it is easier to sound hawkish while the real economy seems robust. It gets more difficult once a recession is approaching or
Share: US Dollar consolidates previous week’s losses. Economists at Commerzbank analyze Greenback’s outlook. USD’s upside potential largely exhausted Due to a lack of new information on central bank policy, EUR/USD will tend to trade sideways this week. Based on monetary policy the Dollar’s upside potential is more or less used up and the
Share: In one year, Americans will elect their president. Polls show Donald Trump in a neck-and-neck race with incumbent Joe Biden. Economists at Commerzbank analyze market implications of the US elections. Prolonged period with unclear winner to weigh on the markets for some time In 2024, it will likely be important to see
Share: Since the surprise interest rate hike on August 24, which gave the Lira a tidy 6% boost, the Turkish currency has been depreciating as if on a string. Economists at Commerzbank analyze TRY outlook ahead of the Turkish Central Bank (CBT) Interest Rate Decision. CBT’s restrictive monetary policy is only a necessary
Share: Gold price is continuing to profit from the Middle East crisis. Economists at Commerzbank analyze the yellow metal’s outlook. Gold in demand as safe haven The news coming out of the Middle East is likely to continue to dictate the direction for Gold, whereas previously dominant factors such as changes in bond
