Czech Republic
Exclusive Three scenario's for EU-China relations
Tensions between the EU and China have increased considerably since end-2020. Sanctions have been imposed on both Chinese and EU officials, the ratification process...
Exclusive EM FX CB Watch - Is the mini taper tantrum over?
Tentative signs of recovery across the CEEMEA currencies imply that the mini taper tantrum caused by the sharp rise in US Treasury yields may have run its course, or...
Exclusive EM FX Watch - The US bond market intimidates EM
Once again the famous remarks from the Democratic political adviser James Carville - who played an important role in Bill Clinton’s successful 1992 presidential...
Exclusive Mini taper tantrum for CEEMEAs?
The sharp spike in US Treasury yields unsettled the CEEMEA currencies and injected a fresh dose of volatility particularly into USD/TRY and USD/ZAR. The yield on...
Exclusive Is your country ready for a currency war?
Over the last few days two prominent officials, who represent countries with substantial manufacturing capabilities, offered important clues that they intend to make...
Exclusive Gloomy outlook for the CEE region
The European Commission expects an economic recession caused by the coronavirus pandemic to be more severe than initially anticipated in Czechia and Poland. GDP...