CEE MARKETS-Zloty leads currencies modestly higher in improved sentiment

By Kitco News / February 19, 2018 / www.kitco.com / Article Link

By KrisztinaThan

BUDAPEST, Feb 19 (Reuters) - The Polish zloty led Central European currencies modestly higher in early trade on Monday, extending last week's gains helped by improved sentiment on the region's stock markets.

Stocks in Central Europe opened mostly firmer with the Warsaw bourse leading the pack with its main index up by half a percent.

"Today, we expect PLN to appreciate against EUR (below 4.1480 at the end of the day), which should be driven by the growing stocks," Bank Zachodni WBK said in a note.

On Friday, Polish labour market data surprised on the upside, with corporate sector wages rising by an annual 7.3 percent in January - above analysts' expectations of 6.85 percent.

Corporate employment rose by 3.8 percent year-on-year to 6.19 million people in January, also above forecasts. Piotr Poplawski, a senior economist at ING BSK, said the zloty's moves were small on Monday, and with U.S. markets closed for holidays, volumes were expected to be low.

On Tuesday, Poland will publish January retail sales and industrial output data, which are expected to underpin a healthy growth in the Polish economy.

Analysts had forecast an annual 7.3 percent growth in retail sales for the first month of the year.

Strong growth in the region's economies, and solid economic fundamentals have helped its assets withstand the big selloff on global markets, with Polish and Hungarian stock markets only suffering minor losses so far this year.

A strong eurozone outlook also helps the region, which has close trade links to the euro area, especially to Germany.

"Flash PMI and Ifo (data this week) should be a a reminder of the strong underlying macro story for Europe (yet may be weaker than previous readings)," Bank Zachodni said.

At 0836 GMT the Czech crown was 0.1 percent firmer at 25.32 to the euro, while the Hungarian forint was also 0.1 percent higher.

S&P affirmed Hungary's BBB- credit rating on Friday, and the outlook remained positive. CEESNAPSHOT AT

MARKETS0936 CET

CURRENCI

ES

LatestPreviousDaily Change

bid close changein 2018Czech 25.3200 25.3500+0.12%+0.88%crown Hungary 311.4700311.7000+0.07%-0.18%forintPolish 4.14854.1647+0.39%+0.67%zloty Romanian 4.66004.6600+0.00%+0.42%leu Croatian 7.43557.4375+0.03%-0.07%kunaSerbian 118.0400118.0700+0.03%+0.39%dinar Note:calculated from1800 CETdaily change

LatestPreviousDaily Change

close changein 2018Prague 1113.791112.340+0.13%+3.30%

0Budapest 39042.8139138.87-0.25%-0.85%Warsaw 2418.82 2406.96+0.49%-1.72%Bucharest 8328.75 8328.50+0.00%+7.42%Ljubljana 818.06815.88+0.27%+1.45%Zagreb 1857.48 1855.51+0.11%+0.79%Belgrade <.BELEX15760.94760.94+0.00%+0.15%

>Sofia 695.55696.40-0.12%+2.67%

BONDS

Yield Yield SpreadDaily

(bid) changevs Bund change

inCzech spreadRepublic2-year <CZ2YT=RR0.72200.0700 +123bps +6bps

>5-year <CZ5YT=RR1.08200.0550 +100bps +4bps

>10-year<CZ10YT=R1.86200.0270 +114bps +1bps

R> Poland2-year <PL2YT=RR1.7210 -0.0100 +223bps -2bps

>5-year <PL5YT=RR2.71200.0070 +263bps -1bps

>10-year<PL10YT=R3.47300.0140 +275bps -1bps

R>

FORWARDRATEAGREEMEN

T

3x6 6x9 9x123M

interban

kCzech Rep <0.941.061.210.90

PRIBOR=> Hungary <0.070.110.200.02

BUBOR=>Poland <1.761.781.861.72

WIBOR=>Note: FRAare for ask prices quotes**************************************************************


(Reporting by Krisztina Than; Editing by Richard Balmforth)

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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