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The market is focused on the US growth story and the dollar is more and more influenced by data prints. Today's PMI numbers should help limit downside…
Risk assets are largely holding onto their 2023 gains, buoyed by the view that recessions may be mild and that slowing price pressures could allow the Fed…
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…
FX markets open the week on a quiet footing, but with core 2023 trends intact. Emerging market currencies remain bid on the China reopening story, plus…
An on-consensus US December CPI release has allowed the FX markets to revert back to the main event – a potential sea-change in Bank of Japan (BoJ)…
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…
