CEE: Inflation relief reshapes the rates outlook
Softer inflation and a more dovish rates story expected
Energy shock reshapes growth and policy outlook in CEE
Poland remains relatively resilient, while the Czech Republic and Hungary face mounting pressure as the energy shock deepens
Webinar: Directional Economics CEE – who breaks, who bends on Energy Shock 2.0
Our live webinar on 21 May will examine how the CEE region is coping with the 2026 oil shock
The outlook for the CEE region dims as geopolitics lifts energy risks
Sovereign issuance in 2026 is set to be driven mainly by refinancing needs and debt costs rather than fresh fiscal loosening
Hungary: Election uncertainty as net bond supply falls
Romania: Fiscal consolidation and diversification of sources
Turkey: Higher debt costs, predictable funding strategy
La siccità del Reno mostra perché il commercio deve adattarsi al clima che…
Ora la siccità rallenta l’economia tedesca
Eurozona, giù le vendite al dettaglio: i consumi restano il punto debole
A return to normality but regional splits: 3 calls for the CEE
CEE countries face a race against time as RRF deadline approaches
CEE: Diverging growth, converging hawks
CEE: Similar hawkish messages for quite different reasons
FX Daily: Outsized tier-two data sensitivity
Yesterday's ADP jobs data looked grim
USA, il pericolo di shutdown pesa sul dollaro
Quanto durerà lo shutdown USA questa volta?
Webinar: From working hard to working smart – the next step for CEE
CEE: A land without rate cuts
FX Daily: Laser focused on a September cut
Gli USA crescono e l’UE frena. Così il cambio euro/dollaro può scendere…
FX Daily: Long euro trade is stress-tested
FX Daily: Time to take tariffs more seriously?
