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<?xml-stylesheet href="http://xml.fxstreet.com/styles/rss2.xsl" type="text/xsl" media="screen"?><?xml-stylesheet href="http://xml.fxstreet.com/styles/itemcontent.css" type="text/css" media="screen"?><rss version="2.0" xml:base="c:/fxstreet/support-files/english/rss/fundamental/market-view/central-european-weekly/index.xml"><channel><title>Central European Weekly</title><description /><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/</link><image><title>Fundamental Analysis</title><link>http://www.fxstreet.com/fundamental/</link><url>http://mediaserver.fxstreet.com/images/fxstreet-provider-logo1-en.gif</url></image><ttl>7</ttl><item><title>CNB left the rates unchanged and worsened its prognosis</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-02-06.html</link><description>Weekly Highlights: Third steepest rise in Poland’s PMI history CNB left the rates unchanged and worsened its prognosis NBP meeting in focus as inflation expectations drift upwards Chart of the Week:</description><pubDate>Mon, 06 Feb 2012 13:26:23 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-02-06.html</guid></item><item><title>CNB will sticks to its wait-and-see interest-rate</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-01-30.html</link><description>Weekly Highlights: Not even a dovish move by the NBH could make the forint plummet Poland’s strong GDP growth and high inflation are signalling rate stability CNB will sticks to its wait-and-see interest-rate Chart of the Week: Polish economy outperformed its regional peers last year.</description><pubDate>Mon, 30 Jan 2012 13:42:13 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-01-30.html</guid></item><item><title>CE currencies continue to recover</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-01-23.html</link><description>Weekly Highlights: CE currencies continue to recover Regional governments successfully issued their debts Hungarian government is ready to modify disputed legislation MNB is going to deliver third 50 bps rate hike in row Chart of the Week: redemption calendar of Hungary’s government The redemption calendar of the Hungarian government is quite heavy, so it has little room to manoeuvre in talks with the IMF about a new stand-be agreement.</description><pubDate>Mon, 23 Jan 2012 12:26:45 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-01-23.html</guid></item><item><title>Talks between Hungary and the IMF/EU has been ongoing slowly</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-01-16.html</link><description>Weekly Highlights: Talks between Hungary and the IMF/EU has been ongoing slowly After CNB, Polish central bank rules out intervention in bond market too Both Polish and Hungarian inflation finish 2011 above central banks’ targets Chart of the Week: CE inflation rates (y-o-y) Polish and Hungarian inflation rates finished the year 2011 above the respective central banks’ targets.</description><pubDate>Mon, 16 Jan 2012 13:43:20 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-01-16.html</guid></item><item><title>In Focus: New EUR/CZK outlook for 2012 </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-01-09.html</link><description>Weekly Highlights: While sell-of in Hungary intensifies, Government talks with the IMF will be crucial Higher Czech inflation and unemployment rate undermine consumer spending In Focus: New EUR/CZK outlook for 2012 Weekly Preview: While Polish inflation dips, NBP stay on hold Chart of the Week: Hungary’s FX reserves and trade balance Although the forint is under huge pressure Hungary’s foreign trade is in a record surplus and FX reserves stand at all-time highs too.</description><pubDate>Mon, 09 Jan 2012 14:12:11 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2012-01-09.html</guid></item><item><title>Industrial output finally slows in Czech Rep. and Hungary</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-12-12.html</link><description>Weekly Highlights: Industrial output finally slows in Czech Rep. and Hungary Czech GDP growth for Q3/2011 revised to -0,1% Q/Q In focus: The kiss of death called foreign-currency mortgages Polish inflation will further deviate form NBP target in November Chart of the Week:</description><pubDate>Mon, 12 Dec 2011 14:23:26 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-12-12.html</guid></item><item><title>MNB hikes by 50 bps and indicates more to come</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-12-06.html</link><description>Weekly Highlights: Polish economy continues to grow by more than 4% MNB hikes by 50 bps and indicates more to come Solid demand in Czech bond auction triggers rally NBP stays on hold again Chart of the Week:</description><pubDate>Tue, 06 Dec 2011 06:18:47 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-12-06.html</guid></item><item><title>Forint sharply lower despite ongoing IMF talks</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-11-29.html</link><description>Weekly Highlights: Hungary downgraded below investment grade by Moody’s Forint sharply lower despite ongoing IMF talks Fear of euro break-up weighs on zloty and koruna…. both at multi-week lows We expect NBH to defend forint with 50 bps hike Business sentiment deterioration hits Czech economy Regional CDS spikes:</description><pubDate>Tue, 29 Nov 2011 07:21:08 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-11-29.html</guid></item><item><title>Polish government introduces new austerity measures </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-11-21.html</link><description>Weekly Highlights: While Hungary turns again to the IMF, the MNB signals that rate hikes might come Polish government introduces new austerity measures GDP growth surprisingly accelerates Chart of the Week: GDP growth in Central Europe</description><pubDate>Mon, 21 Nov 2011 13:54:06 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-11-21.html</guid></item><item><title>Food caused accelerated in the Czech Republic</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-11-15.html</link><description>Weekly Highlights: Heavy sell off on CEE bond markets drives Slovenian 10Y yields above 7% Hungarian markets are screaming for higher rates Food caused accelerated in the Czech Republic Domestic demand set to remain weak in both Hungary and Czech Chart of the Week: Heavy sell off on the CEE bond markets Slovenian 10Y yields soared due to a heavy sell-off on CEE bond markets</description><pubDate>Tue, 15 Nov 2011 06:12:37 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-11-15.html</guid></item><item><title>Hungarian forint threatened by rating cut rumours</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-31.html</link><description>Weekly Highlights: CEE currencies set for relief after EU summit, at least short-term Hungarian forint threatened by rating cut rumours Czech koruna may lag behind in case of relief rally CNB should leave rates unchanged, while it may downgrade growth outlook Chart of the Week: Reaction of CE currencies to the Greek deal Unlike its peers, the Hungarian forint failed to gain support from the summit. The forint has remained under pressure due to worries regarding possible downgrade of Hungarian</description><pubDate>Mon, 31 Oct 2011 13:21:17 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-31.html</guid></item><item><title>Weak zloty brings the Polish public debt into focus again </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-24.html</link><description>Weekly Highlights Forint hits two-year lows, koruna slips to this year’s minimum Weak zloty brings the Polish public debt into focus again MNB is expected to keep the base rate unchanged despite the record weak currency Chart of the Week: Forint and koruna fell the heat coming from the EMU Both the EUR/CZK and the EUR/HUF reached this year’s highs during the past week. The koruna breached 25 EUR/CZK and the forint was trading above 300 EUR/HUF.</description><pubDate>Mon, 24 Oct 2011 10:55:05 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-24.html</guid></item><item><title>Czech and Polish C/A balance slip into deep deficits</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-17.html</link><description>Weekly Highlights: Polish elections overshadowed by failure of the Slovak government Polish inflation readings surprise on the downside Czech and Polish C/A balance slip into deep deficits Chart of the Week: Regional Sovereign Risk (CDS spreads)</description><pubDate>Mon, 17 Oct 2011 12:58:34 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-17.html</guid></item><item><title>Performance of the Czech and Hungarian industry worsen </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-11.html</link><description>Weekly Highlights: The current centre-right coalition will continue to rule in Poland The outcome of the Polish parliamentary elections all for CEE currencies’ gains Performance of the Czech and Hungarian industry worsen Hungary’s and Poland’s inflation data eyed Chart of the Week: Distribution of Mandates in New Polish Sejm The current ruling coalition (Civic Platform + People’s party) will have a very slim majority in new Sejm..</description><pubDate>Tue, 11 Oct 2011 08:05:01 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-11.html</guid></item><item><title>Czech and Polish PMIs deteriorate further</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-03.html</link><description>Weekly Highlights: While Poland revises again its C/A figures, authorities continue to defend zloty Czech and Polish PMIs deteriorate further In focus: Uncertainty high ahead of Polish elections NBP should stay on hold, its comment to zloty’s developments could be interesting Chart of the Week: Regional C/A balances</description><pubDate>Mon, 03 Oct 2011 12:40:14 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-10-03.html</guid></item><item><title>FX volatility now eyed by all regional central banks </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-09-26.html</link><description>Weekly Highlights: Czech and Hungarian central banks downgrades economic outlook FX volatility now eyed by all regional central banks ….while, NBP explicitly joins zloty’s defence camp Chart of the Week: Polish FX reserves in focus The coordinated action of Polish state owned bank BGK and NBP pushed the EUR/PLN back below 4.38 EUR/PLN (around 3% stronger). Polish authorities have enough reserves to defend the zloty in the upcoming months, although the strategy remains somewhat unclear.</description><pubDate>Mon, 26 Sep 2011 12:27:55 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-09-26.html</guid></item><item><title>We expect Polish authorities to intervene in favour of the zloty</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-09-19.html</link><description>Weekly Highlights: Hungarian markets under pressure on repayment scheme uncertainty We expect Polish authorities to intervene in favour of the zloty Both Polish and Hungarian inflation surprise on the upside in August NBH and CNB will stay on hold, but rhetoric might be interesting Chart of the Week: Headline inflation in Central Europe Year-on-year inflation rates diverge in Central Europe as Poland leads in the region, while the Czech inflation remain at the lowest levels.</description><pubDate>Mon, 19 Sep 2011 13:50:51 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-09-19.html</guid></item><item><title>Zloty defended by euros coming EU funds</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-09-12.html</link><description>Weekly Highlights: CE currencies face sell-of triggered by the EMU debt crisis Zloty defended by euros coming EU funds Hungarian PM Orban outlines new plan for distressed FX loans for households GDP details for 2Q point again to weak domestic demand in Czech R. and Hungary August inflation figures could be interesting across CE region Chart of the Week: CE currencies under selling pressure Zloty’s losses were highest among CE currencies despite FX intervention.</description><pubDate>Mon, 12 Sep 2011 12:24:37 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-09-12.html</guid></item><item><title>CEE currencies remain under pressure on global fear </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-09-05.html</link><description>Weekly Highlights: Polish GDP slightly better than expected Regional PMIs still hover above 50 CEE currencies remain under pressure on global fear Czech and Hungarian industry expected to slow down in July Chart of the Week: Polish GDP growth Contribution to GDP volume growth rate</description><pubDate>Mon, 05 Sep 2011 11:33:02 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-09-05.html</guid></item><item><title>S&amp;P upgrades Czech sovereign rating by two notches to AA-</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-08-29.html</link><description>Weekly Highlights: S&amp;amp;P upgrades Czech sovereign rating by two notches to AA- Koruna strongest in two weeks towards euro near all time highs towards Zloty In Focus: Moderate recession in EMU could hit mainly Hungarian economy Polish GDP data should point to solid, but slower growth in 2nd quarter Chart of the Week: TOP 5 of Sovereign Ratings in Central Europe After S&amp;amp;P upgrade the Czech Republic almost lead sovereign rating league in Eastern Europe.</description><pubDate>Mon, 29 Aug 2011 12:55:13 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-08-29.html</guid></item><item><title>Contagion from Euro debt markets eases</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-07-26.html</link><description>Weekly Highlights: Contagion from Euro debt markets eases, focus turns to growth story In Focus: Polish households should withstand pressure coming from strong CHF Weekly Preview: MNB is going to stay on hold Chart of the Week: Will regional PMIs follow disappointing figures from EMU? Business sentiment has deteriorated in the Euro-zone manufacturing in July, PMIs in Central Europe might follow the trend in the West</description><pubDate>Tue, 26 Jul 2011 06:04:35 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-07-26.html</guid></item><item><title>Drop in vegetable prices pushes inflation lower in Central Europe</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-07-19.html</link><description>Weekly Highlights: Drop in vegetable prices pushes inflation lower in Central Europe Lower headline inflation will postpone rate hikes in Czech R. and Poland,… … which could mean that koruna and zloty will be more vulnerable Chart of the Week: E-coli effect brings vegetable prices much lower in CE Vegetable price had been rising till May of this year, but e-coli effect brought the prices significantly lower in June. Vegetable price had been rising till May of this year, but e-coli effect</description><pubDate>Tue, 19 Jul 2011 07:28:17 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-07-19.html</guid></item><item><title>Industry in the CR gains momentum</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-07-12.html</link><description>Weekly Highlights: Rates in Central Europe remain unchanged in these uncertain times Czech and Hungarian exports are faring well Industry in the CR gains momentum Preview: Polish inflation should stabilize at high level in June Chart of the Week: Czech and Hungarian trade balance in huge surpluses</description><pubDate>Tue, 12 Jul 2011 10:19:13 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-07-12.html</guid></item><item><title>In Focus: Poland's current account deficit brings relief…</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-07-04.html</link><description>Weekly Highlights: The forint and the zloty reacted positively on the balance of payments statistics&amp;nbsp; In Focus: Poland’s current account deficit brings relief… Chart of the Week: …</description><pubDate>Mon, 04 Jul 2011 11:04:19 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-07-04.html</guid></item><item><title>CNB is not in a hurry to increase rates </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-06-27.html</link><description>Weekly Highlights: Greek strike and parliamentary vote will test region’s immunity to contagion CNB is not in a hurry to increase rates Revisions of the Polish balance-of-payments could worsen country’s fundamentals Chart of the Week: Sovereign Risk Is Gradually Rising in Central Europe Although contagion from the EMU periphery has been limited, Central Europe CDS spreads have moved a bit higher.</description><pubDate>Mon, 27 Jun 2011 14:16:59 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-06-27.html</guid></item><item><title>Polish inflation touches 10-year high on food prices </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-06-20.html</link><description>Weekly Highlights: Polish inflation touches 10-year high on food prices but central bank governor plays down hiking expectations as labour market looks weaker and producer prices decelerate Czech central bank is set to stay on hold as domestic demand remains weak and companies hesitate to invest Super-strong Swiss franc weighs on Hungarian and Polish households Chart of the Week: Polish inflation touches 10-year high</description><pubDate>Mon, 20 Jun 2011 13:33:47 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-06-20.html</guid></item><item><title>Polish central bank set to hike interest rates… </title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-06-06.html</link><description>Weekly Highlights: Polish central bank set to hike interest rates… …on solid GDP and elevated inflation expectations… …even as regional economies tend to decelerate Czech industrial output sharply slower…. …as well as new orders… …but the Czech koruna remains surprisingly strong thanks to the weak US dollar Chart of the Week: Czech new orders send clear warning signal !…</description><pubDate>Mon, 06 Jun 2011 13:35:48 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-06-06.html</guid></item><item><title>In Focus. Revolution in the Czech VAT</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-30.html</link><description>Weekly Highlights: Polish hawks are getting the majority. The NBP may front-load tightening In Focus. Revolution in the Czech VAT&amp;nbsp; CE preview: Polish GDP expected to have grown strongly in Q1 Chart of the Week: VAT rates across Europe The Czech Rep. might unify the VAT for all goods and services at lower range of the EU spectrum.</description><pubDate>Mon, 30 May 2011 12:07:34 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-30.html</guid></item><item><title>Hungary reveals agreement on FX loans for households</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-23.html</link><description>Weekly Highlights: Czech short rates continue to diverge from euro rates. We doubt it will last long. Is Poland exposed to the secondary effects of high inflation? Hungary reveals agreement on FX loans for households Chart of the Week: Spot rate versus conversion rate for FX loans in Hungary The conversion rate for household loans in Swiss franks significantly deviates from the current spot CHF/HUF rate.</description><pubDate>Mon, 23 May 2011 14:09:52 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-23.html</guid></item><item><title>Polish eco figures could bring some noise</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-17.html</link><description>Weekly Highlights: Growth accelerates in the Czech Republic and Hungary Headline inflation stays significantly above the target in Poland and Hungary In Focus: NBP raises rates for the third time this year Polish eco figures could bring some noise Chart of the Week: GDP growth strengthened in first quarter of 2011 Growth in the CE region accelerated in Q1 but still can not catch the spurting German economy.</description><pubDate>Tue, 17 May 2011 06:05:25 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-17.html</guid></item><item><title>Czech and Hungarian GDP figures to confirm gradual recovery</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-09.html</link><description>Weekly Highlights: Less hawkish ECB might ease monetary conditions in Central Europe CNB leaves rates unchanged, while new projection brings little new CE Weekly Preview: Polish NBP should stay on hold, despite headline inflation at 4.5% Czech and Hungarian GDP figures to confirm gradual recovery Chart of the Week: Interest rate expectation in EMU and Czech Republic Interestingly, while FRA rates fell just temporarily in the euro-zone after ECB meeting, koruna’s FRA have been falling</description><pubDate>Mon, 09 May 2011 14:29:48 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-09.html</guid></item><item><title>Inflation expectations of Polish public fall</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-02.html</link><description>Weekly Highlights: Widening of rate differential between ECB and CNB rates is a risk for Koruna Inflation expectations of Polish public fall In focus: Koruna helps CNB tighten monetary conditions CE Weekly Preview: CNB will stay on hold despite hawkishness of ECB Chart of the Week: CE Real Exchange Rates still below pre-Lehman era Despite higher inflation and stronger zloty against euro, the real effective exchange rate of the Polish currency has not reached its pre-Lehman level.</description><pubDate>Mon, 02 May 2011 13:09:35 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-05-02.html</guid></item><item><title>Czech inflation remains low and primarily supply driven</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-04-18.html</link><description>Weekly Highlights: Next Polish interest rate hike may come earlier after surprisingly high inflation in March Polish-Czech interest-rate differential may enhance regional carry trades Czech inflation remains low and primarily supply driven MNB stays on hold as expected Chart of the Week: Polish interest-rate expectations Polish FRA rates jumped right after the release of the March inflation readings. But rate hike bets cooled down a bit thanks to dovish rhetoric coming from the Polish MPC.</description><pubDate>Mon, 18 Apr 2011 13:59:49 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-04-18.html</guid></item><item><title>CE data preview: Headline inflation in focus</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-04-11.html</link><description>Weekly Highlights: Koruna and forint still well supported by export rally Despite inflation pressures almost everywhere, the Czech inflation remain low In focus: NBP strikes for the second time and increases its base rate to 4.0% CE data preview: headline inflation in focus Chart of the Week: Czech, Hungarian and German Industrial Output The Czech and Hungarian industry post very strong gains in February. Both indicators are in sync with the surging German industrial production.</description><pubDate>Mon, 11 Apr 2011 11:27:34 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-04-11.html</guid></item><item><title>MNB unveils New Report on Inflation</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-04-05.html</link><description>Weekly Highlights: Polish errors &amp;amp; omissions in balance-of-payments grab markets’ attention MNB unveils New Report on Inflation, which suggests flat rates for some time Past behaviour of regional central banks implies that only NBP follows the ECB… …so its rate-setting meeting should bring the second hike Chart of the Week: Polish Balance-of-Payments With errors and omissions the Polish C/A deficit might almost double.</description><pubDate>Tue, 05 Apr 2011 08:27:05 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-04-05.html</guid></item><item><title>CNB rates will almost certainly remain unchanged</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-03-22.html</link><description>Weekly Highlights: Zloty finally hit by Japan’s tsunami, CE bond investors should watch commodity prices Polish inflation surprises on the downside New MNB Council: doves or hawks? Effects of Japanese events on the Czech economy should be insignificant CNB rates will almost certainly remain unchanged Chart of the Week: Zloty got a hit from Japan’s tsunami and lower inflation The Zloty has clearly underperformed the rest of the region in recent days.</description><pubDate>Tue, 22 Mar 2011 04:51:20 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-03-22.html</guid></item><item><title>In Focus: New Czech Methodology for Balance-of-Payments</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-03-14.html</link><description>Weekly Highlights: CE markets cope with external risk, but domestic factors could be another challenge Czech headline inflation surprises on the downside and stays below CNB’s target In Focus: New Czech Methodology for Balance-of-Payments Preview: Polish headline inflation climbs to 4% in February Chart of the Week: Czech, Hungarian and Polish headline inflation While the Czech and Hungarian readings for the headline inflation have already softened, the Polish CPI is expected to move further</description><pubDate>Mon, 14 Mar 2011 14:31:30 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-03-14.html</guid></item><item><title>In focus: Hungary's Expansionary fiscal restraint</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-03-08.html</link><description>Weekly Highlights: NBP stays on hold, but Hawkish ECB adds one more hike to our outlook for 2011 Our scenarios for CNB and MNB remain so far unaffected by ECB hawkishness In focus: Hungary’s Expansionary fiscal restraint CE Weekly Preview: watch Czech and Hungary inflation figures for February Chart of the Week: Will central banks in CE follow ECB’s strong vigilance?</description><pubDate>Tue, 08 Mar 2011 05:02:35 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-03-08.html</guid></item><item><title>The NBP should wait with another rate hike till April</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-03-01.html</link><description>Weekly Highlights: CE markets little affected by higher risk aversion – NBP and ECB meetings eyed Polish retail sales and wages do not support a rate-hike scenario Confidence in the Czech economy declined in spite of positive signals from Germany The NBP should wait with another rate hike till April Chart of the Week: Polish bets on rate hike lower ahead of the NBP meeting</description><pubDate>Tue, 01 Mar 2011 05:42:08 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-03-01.html</guid></item><item><title>Inflation surprises on both sides in Central Europe</title><link>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-02-21.html</link><description>Weekly Highlights: Inflation surprises on both sides in Central Europe NBH: End of the rate hike cycle? Czech GDP disappoints, the Hungarian one meets expectations Chart of the Week: Polish inflation has breached tolerance band (1.5-3.5)</description><pubDate>Mon, 21 Feb 2011 13:06:02 GMT</pubDate><source url="http://www.fxstreet.com" /><category domain="http://www.fxstreet.com/fundamental/market-view/">http://www.fxstreet.com/fundamental/market-view/</category><author>piet.lammens@kbc.be (KBC Bank)</author><guid>http://www.fxstreet.com/fundamental/market-view/central-european-weekly/2011-02-21.html</guid></item></channel></rss>
