Poland

On the back of the EUR20bn IMF-led bail-out package for Hungary, announced on October 28, the European Union has significantly stepped up its level of support for member-states... 2008-10-29

At the very beginning of the year we reiterated our negative outlook on central European equities, citing expectations of a downturn in aggregate demand resulting from further financial... 2008-09-11

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

A recurring theme we have been covering throughout central and eastern Europe since the beginning of the year is the upside shift in interest rate outlooks alongside spiralling inflation.... 2008-06-18

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