Detail analýzy
| 25.04.2022 / Erste Group Research |
Základní informace
| Autor | Erste Group Research |
| Datum | 25.04.2022 |
| Jazyk |  |
| Název produktu | Video |
| Hlavní téma | Makro/Úrokové sazby, Směnné kurzy/FX |
| Zaostřeno na ekonomiku | CEE, Česká republika, Maďarsko |
| Zaměřeno na měnu | Česká koruna, Maďarský forint |
| Zaměřeno na sektor | - |
| Stáhnout |
This week Hungary is in the spotlight. We expect another 100bp hike of the key rate to 5.4%, while the one-week deposit rate should be raised by 30bp (to 6.45%) later in the week. Furthermore, political developments in Hungary are likely to draw attention as well, as on April 27th a letter from European Commission is expected to shed more light on the looming rule of law disciplinary procedure and the underlying threat of EU funds suspension. Moreover, Czechia will be the first to publish flash 1Q22 GDP data. Our expectations sit at 4.1% y/y (0.1% q/q), reflecting the impact of high energy prices and supply chain bottlenecks. |
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