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외환/환율 ➡️ 중립

Hungarian Forint: Policy contradiction weighs on HUF – Commerzbank

요약

Commerzbank’s Tatha Ghose highlights that Hungary’s MNB minutes confirm a unanimous decision to halt rate cuts, yet offer no discussion of future hikes or cuts. Despite higher medium-term inflation forecasts and a lower target, the bank gives no signal of tightening.