Biz yalnızca bir aracı kurumdan fazlasıyız. Analiz etmek, işlem yapmak ve büyümek için ihtiyacınız olan her şeyi tek bir yerde sunan, hepsi bir arada bir işlem ekosistemiyiz. İşlem deneyiminizi bir üst seviyeye taşımaya hazır mısınız?
Commerzbank’s Tatha Ghose highlights that Hungary’s election delivered a supermajority for Peter Magyar’s Tisza party, easing transition risks and opening scope for structural reforms. While global war-related volatility may limit immediate gains, the bank notes EUR/HUF has already traded near 365 and signals a downward revision from its previous 380 end-June forecast, implying a stronger Forint profile.
"Yesterday, the Hungarian electorate voted overwhelmingly for regime change: Peter Magyar’s opposition Tisza party (is assumed to have) garnered a supermajority in parliament – with roughly 69% of the parliamentary mandate compared with 28% for Orban’s Fidesz – which will allow it to deliver on bold promises to dismantle the erstwhile right-wing “illiberal system”."
"Of course, the supermajority will give him a more credible opportunity to start from a blank slate, and hence, the outcome will likely turn out to be more positive than our base-case in which Tisza would have won a simple majority."
"In our preview, we wrote that EUR/HUF could reach 365 after elections, if the Iran war situation were to permit."
"Hence, the benefit to the forint may or may not fully materialise against a more volatile global backdrop."
"Regardless, we will be revising our EUR/HUF forecast level downward from our forecast 380 for end-June."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor.)
