Hungary Country Risk Views

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Regional FX & Fixed Income Strategy

Our Spain-over-Italy 5-year credit default swap (CDS) view, initiated on July 31, was underpinned by our belief that political risk in Italy was inadequately priced into fixed income markets. However...

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The Global Impact Of US Syria Strike

US airstrikes against Syria would have consequences beyond the Middle East. Despite their opposition, Russia and China may see some unexpected benefits, while North Korea will be nervous.

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Key Themes For 2013: Emerging Europe

Central and Eastern Europe will benefit from the gradual global recovery in various ways. In our 2013 outlook we identify key trends and themes we anticipate over the next 12 months. Central and...

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Only Modest Growth Expected In 2013

While we hold to our forecast of -1.2% real GDP growth this year, we have revised down 2013 growth to 1.2% from 1.5% previously. The continued deterioration in economic activity in the eurozone, and...

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IMF Deal Won't Cure Fidesz Ills

BMI View: After months of heated negotiations, Hungary is on course to secure an IMF/EU financial backstop by early Q412, which will help to provide much-needed stability for financial markets....

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