This report outlines expectations for US and CEE markets, anticipating a Federal Reserve rate pause and stable monetary policy in Poland.
Key Takeaways
- 1.US data is expected to support the case for a prolonged Federal Reserve pause ahead of the July 14 CPI release.
- 2.The National Bank of Poland (NBP) is expected to hold interest rates steady on Wednesday as headline inflation returns to target.
- 3.Czech economic indicators, including retail sales and industrial output, continue to demonstrate resilience despite external headwinds.
Table of Contents
- THINK Ahead in developed markets
- THINK Ahead in Central and Eastern Europe
- Key events in developed markets next week
- Key events in Central and Eastern Europe next week
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Authors
James KnightleyAdam AntoniakDavid Havrlant
Themes
Inflation DynamicsMonetary Policy Stance
Regions
North AmericaEuropeUnited StatesPolandCzech Republic
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