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There's a good chance we have entered a calm period in markets, one which could see the dollar stabilise and the yen drop
James Smith with his take on the world next week
The National Bank of Hungary will maintain the previous pace of rate cut at 50bp in May
Today’s CPI will be pivotal: we expect a 0.3% MoM core print, in line with consensus
Today’s PPI and tomorrow CPI figures will tell us whether the US disinflation story has progressed
US inflation data, increased tariffs on China and a rate cut in Romania are in focus
Hungary’s inflation is on the verge of two rounds of major acceleration later this year
The dollar dropped after slightly higher than expected US jobless claims yesterday
The inflation battle within the CEE region is far from over
Hungary's budget deficit in April brings the government slightly closer to meeting this year’s deficit target
