Romania (National)
Not enough data
Valentin Tataru's focus is predominantly on finance and economy, particularly with a strong emphasis on data citation. He seems to be interested in covering economic developments, particularly concerning Romania and the broader Central and Eastern Europe region.
For those looking to reach out to Valentin, providing data-driven insights into inflation trends, economic growth figures, or central bank policies in Romania would likely garner attention. Additionally, experts who can provide nuanced analysis of the economic landscape in Central and Eastern Europe may find their input valuable for his coverage.
This information evolves through artificial intelligence and human feedback. Improve this profile .
We expect policymakers to refrain from cutting rates at the October meeting. Although recent disinflation trends provide more policy flexibility, we believe the National Bank of Romania will increasingly focus on robust credit activity and the fiscal outlook. We hold on to our view of no more rate cuts this year, with risks tilted to the downside
The National Bank of Romania (NBR) kept the policy rate on hold at 6.50%, in line with our expectations. Policymakers highlighted the need for caution due to both internal and external risks. We retain our view that rates will remain in place through year-end, with downside risks at play
By: Piotr Poplawski, Peter Virovacz, David Havrlant, Valentin Tataru, Dmitry Dolgin, Chris Turner
While interest rate markets are proving supportive for the Polish zloty and the Czech koruna, the outlook is not so clear-cut for the Hungarian forint, which will remain fragile. Elsewhere, expect investors to continue to chase carry in the Turkish lira. And we are starting to now think that the South African rand can surprise on the upside
By: Leszek Kasek, David Havrlant, Peter Virovacz, Michal Rubaszek, Rafal Benecki, Rebecca Byrne, Dmitry Dolgin, Valentin Tataru, Chris Turner, Muhammet Mercan
Countries in Central and Eastern Europe have avoided the middle-income trap. But there's more work to do
By: Adam Antoniak, Peter Virovacz, Valentin Tataru, David Havrlant
What surprised James Smith this week was just how unsurprising the market’s reaction was to Donald Trump’s landslide election victory. Markets have made their mind up on what his second term means for 2025 and beyond. But 2024 isn’t done with us just yet. It’s another busy week in markets… scream if you want to go faster
By: Rafal Benecki, Peter Virovacz, David Havrlant, Valentin Tataru, Leszek Kasek, Dmitry Dolgin, Chris Turner
Central and Eastern Europe looks vulnerable to Trump’s forthcoming trade war. This is largely a function of the pressure set to be exerted on a weakened Germany and exposure – especially in the Czech Republic and Hungary – to the auto supply chain. The South African rand could outperform based on the domestic story, and the Turkish lira will remain popular
By: Valentin Tataru, Stefan Posea
Our latest views on Romania's economy for the rest of this year and next
By: Chris Turner, Leszek Kasek, Dmitry Dolgin, Valentin Tataru, David Havrlant, Peter Virovacz, Muhammet Mercan, Rafal Benecki
Divergence is emerging within the CEE space
Bulgarian economy facing pressure from political instability
By: Rafal Benecki, Peter Virovacz, David Havrlant, Valentin Tataru, Leszek Kasek, Dmitry Dolgin, Chris Turner
Even though a weaker EUR/USD is normally associated with CEE underperformance, this time, the currency bloc is performing better. This is helping the likes of the Polish zloty and the Czech koruna are the less dovish central bankers - after all they started their easing cycle much earlier than in the developed space. The Hungarian forint remains vulnerable, while the world's favourite carry currency - the Turkish lira - should continue to outperform its steep forward curve
(833) 317-6278 
