There will be the usual month-end data dump from Japan. Inflation, labour, industrial production and retail sales will be ...
CEE Issuance Outlook 2025: Another year of heavy issuance ...
The combination of high debt service costs and the redemption calendars further increases borrowing needs across the board ...
Foreign investors are exiting CEE4 markets and we see unfavourable conditions for this year. Governments have to rely more and more on domestic demand. Turkey should see a continued return of foreign ...
The government continues to consolidate public finances, but the supply of bonds will be slightly higher this year due to the unfavourable redemption schedule ...
Poland indicates a second straight year of historically record gross borrowing needs with diversified funding sources ...
Romania's government is proposing a lower deficit than last year, but the market still have questions given May's presidential election. The finance ministry wants to focus on local funding sources ...
With rate cuts from the Central Bank of Turkey and the maturity calendar, we expect issuance to be concentrated in the middle of the year ...
Hungary's government plans to further tighten the fiscal deficit; however, fiscal risk remains to the upside due to the political cycle. The debt agency focus is shifting to Hungary government bonds ...
The combination of high debt service costs and the redemption calendars further increases borrowing needs across the board ...