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We think Hungarian inflation is on the verge of two rounds of acceleration later this year
The story in the region is entering another phase of divergence, both in the economy and inflation profile as well as in monetary and fiscal policy
Strong March US inflation pushes the prospect of Fed easing further away, and that's dollar-positive
Hungary's new deficit target is 4.5%, but measures are going to be necessary to achieve even this
It's a little surprising to see EUR/USD trading above 1.08 despite the strong US jobs report
The German economy seems to already have left stagnation in the first quarter
Poland's current account surplus and Hungarian inflation figures are set to be the key highlights in a quieter week ahead in the EMEA region
Hungary’s industrial production flourishes, retail sales plunge in February
Today, we’ll see whether US payrolls declined below 200k in March, which we think is the benchmark for the market’s reaction
A strong rally in precious metals suggests the market is split on the path for the dollar
