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The market is firmly backing a 50bp hike from the Fed in December, and with US economic data so far proving to be resilient, all eyes are on next…
The Fed minutes surprised on the dovish side, signalling strong support for slower rate hikes and weaker support for Powell's higher-for-longer…
Risk sentiment is still being driven by news from China, with markets now turning a blind eye to Covid restrictions and instead speculating about an…
The National Bank of Hungary repeated its “whatever it takes” stance at its November rate setting meeting. Interest rates remained unchanged.…
Despite a goal-rich start at the World Cup in Qatar, markets are all about defense right now. New Covid restrictions in China are fuelling a return to the…
FX markets start a holiday-shortened week quietly, as the forces that drove the recent dollar correction continue to fade. In China, sentiment is…
We do not expect any movement from the National Bank of Hungary at next week's meeting, as the latest data were in line with expectations. The labour…
We have seen no material improvement either in the risk environment or in the macro outlook which would make the National Bank of Hungary think about any…
The geographic and geopolitical situation has made this a difficult period for the region. However, things should normalise in the coming year. We expect…
Reports of Russian missiles hitting Poland have provided strength to a number of commodity markets. The uncertainty over how Poland and NATO will react is…