Hungary
Global Daily: Master and Commander-in-Chief(?)
Financial markets are back in a risk-off mood today following news over the weekend that US-Iran peace talks ended without agreement...
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 Can Poland/Hungary scupper the European plan?
In this piece we take a closer look at the potential implications of a continued deadlock on the EU Budget and Recovery Fund. What has happened, what are the key...
Exclusive Liberum veto PLN HUF
The governing Fidesz in Hungary and the ruling Law & Justice party in Poland are willing to risk a substantial amount of EU funds and potentially cause reputational...