Live Updates

3

Apr 2026
Geoff Yu says Poland’s central bank cut rates, underplaying war-driven inflation risks amid rising repricing fears

BNY warns Poland’s rate cut ignored Iran conflict inflation risks; CEE data muted, ECB/BoE tightening priced too high.

3

Apr 2026
BNY’s Geoff Yu says Poland’s March rate cut misjudged war-linked inflation, heightening policy repricing risks

BNY warns Polish rate-cut expectations may be repriced as conflict-driven inflation risks rise, especially after March NBP cut.

3

Apr 2026
Commerzbank’s Tatha Ghose says energy shocks undermined PMI gains across Poland, Czechia and Hungary, despite Germany’s recovery signals

Commerzbank saw Central European PMIs improving, but Iran war-driven energy shock now threatens region and Germany.

3

Apr 2026
Commerzbank’s Tatha Ghose says energy shocks offset Poland, Czech and Hungarian PMI gains, despite German support

Commerzbank saw improving CEE PMIs tied to Germany, but Iran war energy shock dims outlook now.

3

Apr 2026
Amid volatile trading and Middle East tensions, EUR/GBP rises slightly, yet sustained buying remains limited

EUR/GBP hovered near one-month highs as Middle East tensions, oil risks and rate expectations drove volatility.

3

Apr 2026
Amid volatile markets and Middle East tensions, EUR/GBP rises slightly, yet gains lack sustained momentum

EUR/GBP nears one-month highs as Middle East tensions lift oil, complicating ECB and BoE rate outlooks.

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