Hungary
Hungarian authorities will stand by MNB governor
Fidesz policy of toughing out scandals has worked in the past and will work again
HungaryEurope's East-West wage gap will still yawn
Industrial militancy has been dormant in Central Europe, albeit in the private, not the public, sector
HungaryRate policy may diverge in Central Europe in near term
More pressure on central banks, domestically and from the ECB, may shift monetary policy in the next 18 months
EuropeHungary's MNB will 'do what it takes' vs deflation
ECB monetary stimulus has increased pressure for more easing in Central Europe but local conditions will also count
HungaryMigrant wave through Balkans could smash EU
Vienna fears rising anti-immigrant sentiment; Budapest has consolidated its image as champion of the national interest
EUInfrastructure spending may pick up in Central Europe
Infrastructure-led growth is unlikely before 2017, given economic headwinds from China and US monetary uncertainty
EuropeHigh house prices may be global systemic risk
Global house prices have returned to their pre-crisis level
InternationalEmerging Europe will weather storm from China
Emerging Europe is better placed than Latin America and Emerging Asia to cope with deteriorating market conditions
Europe
