Poland

As we expected, the National Bank of Poland (NBP) kept its policy rate on hold at the latest monetary policy meeting on July 30. We previously highlighted that having brought forward... 2008-08-04

The macroeconomic challenges we highlighted in our last quarterly Emerging Europe sovereign risk ratings update have escalated further in the second quarter, with little sign of easing... 2008-07-17

Central European local debt markets have improved somewhat in recent weeks, with yields contracting from their June-July highs, and we believe that the technical patterns point towards... 2008-07-14

BMI's short-term view on European external debt markets has played out, with significant spread widening occurring in many of the region's benchmark 5-year credit default swaps (CDS).... 2008-07-04

The Polish WIG-20 equity index is looking in a precarious state, breaching trendline support at 2,900 on June 9 to currently trade at 2,683. A move towards our short-term target... 2008-06-13

With fixed income markets increasingly pricing in a 25bps hike in the European Central Bank 's (ECB) refinancing rate, German treasury yields have soared. The benchmark 5-year bobl... 2008-06-10

Our short-term positive view on central European external debt has played out with Polish, Hungarian, Czech and Slovak benchmark 5-year credit default swap (CDS) spreads all narrowing... 2008-06-05