3+ day, 21+ hour ago   (409+ words) The CBT has lowered the effective funding rate from 40% to 37%, citing easing inflation risks, weaker domestic demand, and improving monetary transmission. Growth is slowing, inflation should fall below 30% this year, reserves have markedly recovered, and the CBT has resumed asset…...

4+ day, 1+ hour ago   (326+ words) European households are saving more than they did before the pandemic, but how they save matters. Their preference for deposits over investments has meant missing out on market-driven wealth gains. But rising flows into investment funds recently, together with a…...

4+ day, 19+ hour ago   (224+ words) The ECB must decide which risk is the lesser evil: overtightening (and potentially upsetting European bonds) or underestimating inflation. A 25bp hike is widely expected on Thursday, and we think the Bank may strike a more cautious tone – dovish, relative to…...

4+ day, 22+ hour ago   (298+ words) Taiwan's inflation came in below expectations in August, easing to 2.04% year-on-year and returning to the CBC's target range. The reading adds uncertainty ahead of the September meeting, where a rate hike remains possible, but policymakers now have an excuse to…...

5+ day, 22+ hour ago   (15+ words) ING THINK Economic and financial analysis | ING THINK...

6+ day, 9+ min ago   (179+ words) Turkey's Medium-Term Plan for 2027-2029, which projects above-consensus growth led mainly by domestic demand, also sees higher inflation, increased primary spending, and a wider current account deficit than the previous plan for the next year At the weekend, Vice President Cevdet…...

1+ week, 3+ day ago   (309+ words) The external environment that sustained the eurozone's export-led model for decades has changed for good. This means that the growth engine can now rebalance towards domestic demand or benefit from a reinvented export edge. Neither comes with a clear-cut playbook,…...

1+ week, 3+ day ago   (437+ words) Czech 2027 draft budget: Higher deficit pressures bonds, raises rate hike risk ING Think The Czech 2027 draft budget widens the deficit to 3.5% of GDP and lifts borrowing needs to a record high. Higher issuance weighs on CZGBs, although some prefunding is…...

1+ week, 4+ day ago   (258+ words) The planned financing of the state budget’s borrowing needs in 2027 appears encouraging when looking at the headline figures. However, taking several risk factors into account could imply higher issuance of government bonds. At the same time, the Ministry of Finance…...

1+ week, 5+ day ago   (812+ words) Detailed Hungarian GDP data points to a future path of continuous and resilient growth. However, the factors limiting growth make the overall picture less sunny. The dip in investment and the... Detailed Hungarian GDP data points to a future path…...