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Stock gains in Asia, more signals that the global virus situation is improving and further gains across commodities, are putting pressure on the dollar,…
This week has barely started but the National Bank of Hungary has already provided the story of the week. Deputy Governor Virág talked about…
Hungary's GDP data next week may confirm a W-shaped recovery while Russia's balance of payments could be important for the ruble
Headline inflation significantly accelerated in April, reaching a level not seen since end-2012. Fuel and tobacco triggered the acceleration, and…
The post Scottish election GBP rebound was fully justified and with the UK economy on the clear reopening path, more gains are ahead for the pound this…
The budgetary performance improved in April, posting a monthly surplus. With that, we see the exact same pattern as in 2020. Authorities will continue to…
Key releases to watch next week in the EMEA space are inflation data from Hungary and the Czech Republic which are likely to push higher, and…
Inflation pressure is building across central and eastern Europe, particularly in Poland and Hungary. Both central banks are reluctant to tighten; Poland…
Both retail sales and industrial production in Hungary caused an upside surprise as we reach one year of lockdowns. Although, this bodes well for the big…
Turkey and the Czech Republic should keep rates on hold for now. Releases from Hungary will reveal the extent of the damage on retail and industry, and…
