1002 results for Hungary
This is not the right time for the Hungarian central bank to be taking big risks, in our view. Recent positive developments are still fragile and a…
In Poland, we estimate that December unemployment inched up to 5.2% for seasonal reasons though the labour market remains strong. Inflationary pressure…
Dollar losses have abated amid deteriorating risk sentiment, but the ongoing dovish repricing of Fed rate expectations and hawkish rhetoric by the ECB…
On the one hand, Hungary has joined its regional peers with headline inflation delivering a downside surprise. On the other hand, it is still moving…
Despite the rosy picture painted by the past three months of PMI readings, industry is struggling to rebound. As such, the decoupling between the soft and…
Excluding one-off effects, inflation in Central and Eastern Europe should continue to surprise on the upside. Inflation in December and especially January…
The labour market has shown signs of weakening since the summer. But this deterioration is too slow to result in a strong and sudden anti-inflationary shock
Despite the positive headline reading for November retail sales, the overall consumption picture is bleak
In the Czech Republic, we expect the monthly rate of consumer inflation to slow from 1.2% to 0.5%, while in Hungary, we see headline inflation in December…
The New Year starts off with some key data releases. In the eurozone, we expect inflation to drop below 10% due to base effects and declining oil prices.…
