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Markets will be wary of Hungary despite rate rise

Location:

EASTERN EUROPE

Although the MNB has struck a more hawkish tone and has raised rates more sharply than expected -- the latest increase is the largest since 2008 -- it has a track record of…

East-west EU divides will persist under new Commission

Location:

EU

CEE influence in the new Commission.

CNB will keep raising rates to quell Czech inflation

Location:

CZECH REPUBLIC

Central Europe’s monetary hawks and doves.

Reflation trade benefits Central Europe’s currencies

Location:

CENTRAL EUROPE

The outlook for the koruna, forint, zloty and leu.

Virus storm will erode Hungarian government’s position

Location:

HUNGARY

Fidesz faces an election in spring 2022. The spectre of a weaker position in the EU and increased EU scrutiny on Hungary’s rule of law record could deal the party further blows…

Hungary’s isolation in EU will not harm Orban at home

Location:

HUNGARY

The EP vote to invoke Article 7 against Hungary.

Poland's economic outlook will be uncertain under PiS

Location:

POLAND

Amid an ongoing constitutional crisis, the Law and Justice (PiS) government, which was sworn into office on November 16, has been busy revising fiscal targets and agreeing draft…

Slower Polish growth may upset 2019 budget targets

Location:

POLAND

With a two-year electoral cycle getting under way, the PiS government may be tempted to increase social spending. The stronger-than-expected economic outturn in the first half of…

Negative bond yields will fuel global equity rally

Location:

INTERNATIONAL

The gains in global equities stem from the expanding universe of negative-yielding government bonds, which now account for nearly a third of the stock of global sovereign debt…

Eastern EU may target those vulnerable to inflation

Location:

EU

Russia’s invasion of Ukraine cut the supply of major staples to the Baltic states and the Visegrad Four (V4: Czechia, Hungary, Poland and Slovakia). Local factors, such as import…