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Currency markets take centre stage (Sep 08)

On the whole, inflation pressures are easing across the region. But the ability of policymakers to cut interest rates in response will be governed by developments in the currency markets. We see scope for a further rate cut in the Czech Republic this year. But currency concerns are likely to prevent monetary easing in Turkey and Hungary, while further rate hikes are likely in Romania where the economy continues to overheat.

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