The first steps in Israel's coalition negotiations have put Gadi Eisenkot is pole position to lead the next government. While forming a coalition still looks difficult, on net this is probably positive for the economy’s longer-term prospects. Elsewhere, the hawkish communications from Polish policymakers this week make us more confident that hikes will materialise in Q1 next year. And while the Czech National Bank, which delivered a 25bp hike this week, tried to temper expectations for significant further tightening, we still think there’s scope for one more increase in rates.
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