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CEE struggling, Turkish lira an unlikely outperformer

The Q3 GDP data released out of Central and Eastern Europe (CEE) this week has only added to worries about the health of the region’s economies, but with inflation still a concern – and in some cases currencies under pressure – central bank’s have little scope to ease monetary conditions at the moment. Meanwhile, one stand-out feature of the “Trump-trade” over the past couple of weeks is that the Turkish lira has actually been one of the best performing EM currencies, but we doubt lira stability will last for long.

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