1002 results for Hungary
The National Bank of Hungary surprised markets at its September meeting, hiking the base rate by 125 basis points to 13% and announcing the end of the…
As the latest inflation numbers were well below the Czech National Bank's forecasts, we believe the CNB repo rate will remain unchanged at 7%. For…
After a tumultuous week in FX where even the US Treasury understood Japan’s need for FX intervention on the back of ‘heightened…
We narrowly favour a 75 basis point hike at the National Bank of Hungary’s September meeting, taking the base rate and the one-week depo rate to…
Despite the Central Bank of Turkey implying in its forward guidance that further rate cuts are ahead, we believe it will keep the policy rate unchanged…
A fresh serving of US data should keep the market's expectations hawkish. The move in the interest rate differential plays in the dollar's favour…
The budget posted a deficit in August, despite skyrocketing inflation which boosts revenues. To reduce spending, the government has announced…
Core and headline inflation readings continue to climb, but the peak is in sight and will probably be well above 20%
Industrial activity strengthened further in July, fuelled by good performances from the three most important sectors. But as we see it, the good times…
Behind the solid headline retail sales figure, we see some worrying developments. In our assessment, the economy is getting closer to a technical recession