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Easing-cycle may be over, but hikes are not imminent (Nov 09)

After an aggressive easing of monetary policy over the past year, we now think that interest rates have troughed in Poland, Turkey and the Czech Republic. However policymakers in all three will retain their easing bias for some time, and rate hikes are unlikely until the end of next year. Meanwhile, Romania and Hungary remain firmly in easing mode.

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