Research Briefing
Despite the new government's 2026 budget being slightly more timid than anticipated, we don't plan major changes to our outlook....
Research Briefing
Despite the new government's 2026 budget being slightly more timid than anticipated, we don't plan major changes to our outlook....
Research Briefing
We think the Czech 10-year bond yield is on track to breach 5% in the coming months, as the markets continue to price in the...
Research Briefing
The next Czech government will inherit a relatively fast-growing consumer-driven economy, but also a host of difficult medium-term challenges.
The winner of the Czech parliamentary election in October is all but certain to be the populist ANO, which has...
Research Briefing
We believe the Czech Republic will move to the upper one-third of the fastest-growing EU economies in 2025-2026 after lagging...
A plunge in consumer spending in 2022-23 has been a key factor behind the poor performance of the Czech economy....
Research Briefing
The Czech National Bank again kept the policy rate unchanged at 7% for a sixth consecutive time at the meeting today. This was...
We think rapidly deteriorating demand and easing commodity prices will prompt the Czech National Bank (CNB) to start cutting rates at the end of Q2.
Research Briefing
The Czech National Bank (CNB) kept the policy rate unchanged at 7% for the fourth consecutive meeting today, in line...
Research Briefing
We expect Central and Eastern Europe will start 2023 in a synchronized economic downturn, like the rest of the EU.
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact...
Research Briefing
After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful...
Research Briefing
Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...