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Unemployment unscarred by disinflation

Hungarian central bank cut policy rate by 100 basis points so that key interest rate is at 9.0% In Croatia, 4Q23 GDP accelerated to 4.3% y/y, marking the strongest growth rate during 2023, and wrapping FY23 performance at 2.8%.

Market rally takes a breather, but can it spread beyond tech?

European stocks had a quiet start on Friday, after the tremendous rally for risk assets on Thursday that pushed the S&P 500, and the Nasdaq to all time highs.

Nvidia drives global markets to records, as European stocks defy German economic gloom

Markets are a sea of green on Thursday after Nvidia’s earnings report has boosted global risk appetite and sent stock markets surging.

Key events in developed markets next week

Next week's calendar looks light in the US, with much of the data unlikely to have a significant impact, the highlights being existing home sales and the leading index.

A tug of war between hawks and doves

The selloff in US sovereign bonds reversed yesterday after a solid demand for the US 3-year bond auction counterweighed a bulk of hawkish comments from Federal Reserve (Fed) members.

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