Emea fx talking 2026年9月

研报译文摘录

Article | 7 September 2026 1 THINK Economic and financial analysis Article | 7 September 2026 FX EMEA FX Talking: High yield and CEE remain in demand A modest adjustment in US interest rates looks unlikely to unnerve the carry trade environment, and investors look likely to keep positions in the Turkish lira. Amongst the CEE currencies, the forint should come back bid after a recent correction. Medium-term fiscal plans should be presented in October which will keep the euro entry in the spotlight The Polish zloty has come under pressure, with renewed geopolitical tensions fuelling a broader risk-off mood across markets Main ING EMEA FX Forecasts EUR/CZK EUR/PLN EUR/HUF 1M 24.20 ↓ 4.30 ↑ 365 ↑ 3M 24.20 ↓ 4.29 ↑ 360 ↓ 6M 24.15 ↓ 4.28 ↑ 355 ↓ 12M 24.10 ↓ 4.28 ↑ 362 ↓ THINK 经济与金融分析 文章 | 7 年 2026 月 2 日 EUR/PLN：兹罗提受风险规避情绪打击 即期 一个月倾向 1M 3M 6M 12M EUR/PLN 4.3129 中性 4.30 4.29 4.28 4.28 兹罗提因美国-伊朗冲突再度升级以及对俄罗斯在欧洲混合战争的担忧引发避险情绪而走弱。

机构

荷兰国际集团智库

发布时间

2026/09/07

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