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Global markets are settling into core trades of a firmer dollar, higher US equities and higher terminal rate from the Fed
The announcement of Trump's incoming team should keep the dollar supported
James Smith’s indispensable guide to what you should be watching out for next week
A more dovish tone from the NBP governor
The region's economy continues to disappoint although the recovery from last year is still underway
Hungarian retail sales have remained below the 2021 average, showing no tendency to grow
Look for dollar consolidation today as attention turns to central bank meetings
General economic activity still held back by Hungarian industry
Tax cuts support growth, but promised tariffs, immigration controls and higher borrowing costs will become headwinds
Trump trades have boosted the dollar across the board
