Czech National Bank Review: lower rates, slower growth, and higher inflation
The CNB lowered the base rate by 25bp, as expected by the markets. The new forecast represents a shift in a stagflationary direction, with inflation flying…
Czech National Bank review: Time for a looser policy
The CNB has accelerated the pace of rate cutting to 50bp, which we assume will be the pace for the next meetings as well
Czech National Bank review: Staying on the safe side
The CNB decided to wait for the start of the cutting cycle
The board is delaying the rate cut from the baseline forecast but it seems certain that it is coming. Our forecast remains unchanged, with the first cut in…
A change in rates is not on the table but the CNB will present a new forecast. We expect the first cut to come in November, but the inflation profile…
Czech National Bank Review: The governor delivered what he promised
Czech National Bank Preview: The governor strikes back
Czech Republic: Inflation at a new peak but there's more to come
A prescription for power – China's biotech boom and the new global…
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