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We anticipate a change in the official deficit target to 4.5% of GDP, which might be subject to another change later
Hungary’s inflation is looking better, but the battle hasn't been won yet. We still see reflation taking place later this year
The dollar has had a bad week even though rates did not move too aggressively against it
The outlook for industry is increasingly gloomy
Subdued growth and a changing structure set to characterise Hungarian GDP in 2024
Expect the dollar to hold gains into tomorrow's testimony from Fed Chair Jay Powell
US data still holds keys to direction and volatility in FX, and Friday's payrolls may confirm January’s spike was an outlier
We reassess our economic and market forecasts in our latest Monitoring Hungary
Keep an eye out for a flurry of important data releases in Hungary next week, alongside Turkey's annual inflation report for February
Financial markets still think this is a textbook economic cycle. But central bankers are increasingly doubtful
