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Czech spenders sent real retail sales 5.3% above the previous year’s reading
Hungarian retail sales show meaningful growth on a monthly basis for the first time since March 2024
We see some consolidation of recent USD gains looking ahead
James Smith’s meme-fueled guide to next week.
General economic activity still held back by Hungarian industry
This year remains a year of recovery that is not yet complete, but we are hopeful for a better future
By Padhraic Garvey, CFA
We think markets are too negative on judicial reform in Mexico
The dollar has started the week on the back foot
Central banks are treading carefully on rate cuts, but markets are gunning for more. Who's right?
Hungary’s labour market tightness keeps corporates workforce rationalisation in check