Hungary

Having weakened in the final two weeks of 2009 due to local seasonal forex demands, the Kenyan shilling has begun to edge higher early in 2010. However, given that the shilling has... 2010-04-15

The correlation between the euro and risk perception has broken down, with the currency plunging even as risk appetite gains further momentum. Our bearish outlook on the euro has... 2010-03-24

Since the beginning of March, our European market views have played out well. Long-end treasury yields have fallen in line with declining interest rate expectations, yield curves... 2010-03-17

A major re-pricing of risk is underway in Central and Eastern Europe, reflected in breaks of key resistance levels across most benchmark credit default swaps (CDS). Part of the broad-based... 2010-03-16

A major re-pricing is underway in Central and Eastern European (CEE) fixed income and currency markets, underpinned by shifting interest rate expectations and stronger relative macroeconomic... 2010-03-15

The Hungarian forint has remained relatively stable since the beginning of Q309, with the unit trading within a narrow range between HUF264.00-280.00/EUR. HUF280.00/EUR has been a... 2010-01-14

Our broad-based bullish view on European stocks (see December 23 in our online service 'Equity Markets Defy Reality') has been reinforced by a push higher in the German DAX equity... 2010-01-05