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Central Europe external risks still outweigh internal

Location:

CENTRAL EUROPE

Investors are brushing off mounting political risks in Poland despite an erosion of democratic checks and balances under the nationalist Law and Justice (PiS) government. In…

Markets are overreacting to US price and rates risks

Location:

UNITED STATES

The continuation of the modest manufacturing downturn follows the recent report of slower third-quarter GDP growth. Despite slower growth, bond markets are challenging an attempt…

Hungary will be at risk from too-loose monetary policy

Location:

CENTRAL EUROPE

Central Europe’s resilience to EM sell-off.

ECB faces multiple challenges in withdrawing stimulus

Location:

EU

ECB policy deliberations.

Turkey looks to ride out financial assets volatility

Location:

TURKEY

The Central Bank is expected to keep its main interest rates on hold, despite the lira continuing to fall sharply against the dollar and headline and core inflation rates that are…

The ECB will set the speed of global credit tightening

Location:

INTERNATIONAL

The ECB's plan could tip the scales towards tighter credit conditions globally. However, there are concerns about global growth -- particularly in the euro-area -- and government…

Koruna is likeliest in Central Europe to rise further

Location:

CENTRAL EUROPE

The rally in Central Europe’s currencies despite the dovish stance of most of the region’s central banks.

Absence of price pressures checks central bank hawks

Location:

INTERNATIONAL

The impact of persistently low inflation on the pace of monetary policy 'regime change' in most countries.

Central bank missteps are Emerging Europe's main risk

Location:

EUROPE

The implications of a sharp rise in foreign holdings of local currency-denominated government bonds in Emerging Europe.

Fiscal policy may deter holding Romanian debt

Location:

EUROPE

The outlook for Central-East European debt.