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Look out for another rate cut in Poland, rising inflation in Turkey, and activity data from Hungary
The National Bank of Hungary has finished the first phase of rate normalisation and eyes a positive real interest rate environment
The continued sell-off in the US bond market is raising volatility levels and may force profit-taking in the carry trade
Wage growth moderated compared to last month, but still remains strong
USD upside risks remain material in the near term for the dollar, but the room for hawkish repricing in US short-term rates (and USD upside) is smaller
After some unexpected news from the National Bank of Hungary, we're revising our September rate setting meeting preview
The Czech National Bank will hold its monetary policy meeting next week, while in Hungary we expect the central bank to merge the key and effective rates at 13%
We expect the rates merger to take place at next week's meeting as we enter into the second phase of monetary policy normalisation
A whole host of policy rate meetings this week may ultimately leave the dollar strong
Hungary's inflation continues to slow, but the battle against price pressures is far from over