ING's economist Frantisek Taborsky anticipates rising inflation in September for both the Czech Republic and Hungary, which is expected to support a rate hike in the Czech Republic come November, according to FX Street. Meanwhile, policy rates in Poland and Romania are forecast to remain unchanged.
Taborsky maintains a bearish bias on regional currencies but favors the Czech koruna, reflecting confidence in the Czech Republic's monetary outlook. This stance suggests that the koruna could outperform its regional peers in the near term.
For Japanese investors tracking European FX and interest rate developments, these expectations highlight potential opportunities and risks in Central European markets, especially as global monetary policies continue to influence currency movements.