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We expect the Fed to cut by 25bp, but offer dovish signals
We sense markets may be pushing the pricing for tomorrow’s FOMC rate cut closer to 50bp in an attempt to influence the Fed
The dollar is on the soft side again, and we think that'll continue this week
Hungary's overall inflation picture has improved
Poland's zloty may struggle amid a dovish stance from the central bank
One of the largest monthly deficits in August points to mounting challenges in the real economy
Lots of intra-day FX volatility, but no new trend
Are you thinking what we're thinking on the dollar and the Fed?
Hungarian industry is still unable to decouple from the global manufacturing woes