March 23, 2020
MES and Coronabonds: will they stop the Eurocrisis?
The EU has put the response framework in place, now we need a big enough…
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March 18, 2020
The new normal: infinite QE and higher rates
There are so many moving parts these days that it is easy to feel completely…
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March 4, 2020
Coronavirus and other Market risks
Our Founder and Managing Director, Ms. Raffaella Tenconi, has been invited last Monday on investicniweb…
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December 12, 2019
The Fed is fooling you and herself
The FOMC kept the target range for the federal funds rate unchanged at 1.5-1.75%, as widely…
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November 13, 2019
Romania
… similar to latest positive news in Hungary, Romanian industrial production data signals the worst…
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November 13, 2019
Hungary
New release from KSH show export sales steadily up – adding evidence that the German…
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February 21, 2019
Business cycle – Germany: Many more problems lie ahead.
According to the preliminary estimate for 4Q18, real GDP grew by 0.6% yoy, slowing from…
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February 21, 2019
FX outlook – Hungary: Forint.
The Hungarian forint has been recovering, since reaching a weak level of 326.5 against the…
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February 14, 2019
FX – Poland: Zloty.
EUR/PLN exchange saw a mild weakening of the zloty from 4.2 to 4.3 in the first…
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February 7, 2019
FX – Russia: RUB stable, despite improving fundamentals.
The USD/RUB stood at 66.5 in January 2019, consistent with the fair value our model…
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