FOMC プレビュー：政策が明瞭になるまで、Fed は現状維持を続けるだろう

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Since early March, Hungarian 5Y swap rates have surged to 6.75% (before retracting to 6.58%) , driven by a wave of optimism following the announcements of an €800 billion European defense program and €500 billion in German infrastructure investments. This increase in Hungarian long-term rates is also a response to inflation, which hit 5.6% in February, dampening expectations for immediate rate cuts by the central bank. Hungarian long-term rates now offer a good opportunity, with an attractive risk-reward profile. Inflation is poised to slow down in the coming months, fueled by th...