Statistic base effects to support Poland's Q3 data

Nov 13, 2015 07:51 am UTC| Commentary Economy

In Poland, far weaker growth is observed in the retail sales in recent months, both in nominal and real terms. In industrial production, a moderate growth was seen, which is modestly better than that of Q2. We expect...

Czech's Q3 current account likely to show a deficit

Nov 13, 2015 07:45 am UTC| Commentary

There was a solid development in Czech Republics external trade, but the current account might report a deficit. Market is expecting a CZK17bn deficit in Czechs current account, in consensus. Massive dividend outflow is...

Czech's Q3 GDP likely to contract

Nov 13, 2015 07:41 am UTC| Commentary

Czech Republics GDP saw a high pace in H1 2015, even when it had solid growth in the industry sector. In the second half of this year, a small correction can be likely. Growth in production side might be a little slow,...

Hungary may be benefited more on a relative basis

Nov 13, 2015 07:33 am UTC| Commentary Economy

European Central Banks QE extension will be supporting the CEE bonds, but it might help Hungary more on a comparative basis, when idiosyncratic risk prevails elsewhere. HUF assets risk premium is expected to be reduced...

USD/MXN likely to head higher in coming months

Nov 13, 2015 07:27 am UTC| Commentary

In Mexico, a tight fiscal glance, lower inflation and credible monetary policy signal that stable foreign ownership of bonds some scope for long-term rates to decrease. Mexico is seen as one of the countries which have...

German Q3 GDP likely to grow at 0.4%

Nov 13, 2015 07:26 am UTC| Commentary

German Q2 GDP posted 0.4% quarter on quarter growth is likely to remain steady in Q3. Due to likely contraction in Greek economy and on going global economic crisis, German economy is likely to grow by 0.4% qoq in Q3,...

Indonesia's central bank likely to ease further

Nov 13, 2015 07:21 am UTC| Commentary Central Banks

In Indonesia, the base effects of inflation and off late currency stability might push the central bank to ease further. The currency is better than MYR on a toal return basis, in-spite of having vulnerabilities. The...