CEE MARKETS-Zloty eases, central bank chief sees no rate hike until end-2018

By Kitco News / June 07, 2017 / www.kitco.com / Article Link

* Zloty retreats and other CEE currencies are mixed

* Investors hold breath before British vote and ECB meeting

* Romania to scale back wage hikes; leu eases


(Recasts with Polish central bank decision and comments)

By Sandor Peto

BUDAPEST, June 7 (Reuters) - The zloty weakened against the euro on Wednesday as the Polish central bank kept interest rates on hold and its governor reiterated that he did not expect them to rise until the end of next year.

Central European assets were generally rangebound ahead of key global events on Thursday.

"The big events will be the British elections, the testimony of (former FBI Director James) Comey (about last year's U.S. elections), and the ECB's meeting," one Budapest-based fixed income trader said.

The Polish bank kept its main interest rate unchanged at a record low 1.5 percent, as expected.

Analysts in a Reuters poll put the likely date of a rate hike in the third quarter of 2018, after projecting the second quarter a month ago. But the bank's governor Adam Glapinski reiterated that he personally expected that rates would not be raised until the end of 2018. He also said the bank was not concerned about the zloty's recent gains. The zloty, after an initial rebound from two-week lows set on Tuesday, eased 0.1 percent against the euro, hovering at the 4.2 psychological line.

It is still near the nine-month high of 4.1619 it hit last month. Glapinski said consumer confidence was the highest in Poland for 30 years, while inflation had stabilised and might even fall slightly.

Elsewhere in the region, the forint eased 0.1 percent, after disappointing Hungarian and Czech industrial output figures.

Output fell in April by 3 percent in annual terms in Hungary, although analysts had predicted a rise. A 2.5 percent Czech decline was more than forecast.

Analysts said the output fall was at least partly caused by fewer working days due to the Easter holidays.

The leu eased 0.1 percent to 4.5735, trading near last month's four-year highs.

Romania kept its first-quarter GDP growth estimate unchanged at a robust 5.7 percent. Finance Minister Viorel Stefan said on Tuesday Romania would scale back public sector wage hikes next year to ensure it meets budget targets. Markets remain cautious as the government still plans wage hikes and tax cuts that may boost the the budget deficit.

CEE MARKETSSNAPSH AT1705 CET

OT

CURRENCIES

LatestPrevioDaily Change

us

bid close changein

2017Czech crown 26.31026.332 +0.09 2.65%

0 5 %Hungary 308.18308.00-0.06% 0.21%forint0000Polish zloty 4.19574.1926-0.08% 4.96%Romanian leu 4.57354.5675-0.13%-0.84%Croatian kuna 7.40457.4075 +0.04 2.03%

%Serbian dinar 122.31122.29-0.02% 0.85%

0000Note: dailycalculated previoclose 1800change from usatCET

STOCKS

LatestPrevioDaily Change

us

close changein

2017Prague 1005.61005.9-0.03% +9.12

2 6 %Budapest 35021.34926. +0.27 +9.43

7599 % %Warsaw 2308.62303.6 +0.22 +18.5

4 8 %2%Bucharest 8686.68707.4-0.24% +22.6

2 30%Ljubljana 793.09798.33-0.66% +10.5

2%Zagreb 1821.01827.9-0.38%-8.71%

0 1Belgrade 722.55720.38 +0.30 +0.72

% %Sofia 681.10675.82 +0.78 +16.1

%4%

BONDS

Yield Yield SpreadDaily

(bid) changevschange

BundinCzech spreadRepublic2-year -0.071 0 +066b +0bps

ps5-year -0.13 0.044 +033b +4bps

ps10-year 0.789 0 +054b +1bps

psPoland2-year 1.905 0.003 +264b +1bps

ps5-year 2.625 0.007 +308b +1bps

ps10-year 3.19-0.018 +294b -1bps

ps

FORWARDRATEAGREEMENT

3x6 6x9 9x123M

interb

ankCzech Rep Hungary Poland Note: FRAare for askquotes prices **************************************************************(Additional reporting by Luiza Ilie in Bucharest and Bartosz Chmielewski in Warsaw; Editing by Andrew Roche)

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 precious metal products, 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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