Chartbook

Created with Highcharts 6.2.0GDP CEE4.3%4.3%3.2%3.2%2.7%2.7%2.3%2.3%2.2%2.2%2.1%2.1%2.1%2.1%1.3%1.3%0.7%0.7%4.6%4.6%3.3%3.3%2.6%2.6%2.8%2.8%2.7%2.7%2.3%2.3%3%3%1.8%1.8%1.1%1.1%2026e2027e0%1%2%3%4%5%Source: Erste Group
RSPLHRHUCZSIROSKAT
Created with Highcharts 6.2.0GDP Growth Eurozone0.4%0.4%0.9%0.9%1.2%1.2%0.9%0.9%1.3%1.3%202320242025e2026e2027eSource: Erste Group
Created with Highcharts 6.2.0ECB Deposit Facility Rate2.00%2.00%2.00%2.00%2.00%2.00%2.00%2.00%ECB Deposit Facility RateECB Deposit Facility Rate ForecastJan '24Apr '24Jul '24Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '261.50%2.00%2.50%3.00%3.50%4.00%4.50%Source: Refinitiv ®, Erste Group Estimates
Created with Highcharts 6.2.0Germany 10Y Bund Yield2.50%2.50%2.50%2.50%2.50%2.50%2.50%2.50%Germany 10Y Bund YieldGermany 10Y Bund Yield ForecastJan '24Apr '24Jul '24Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '261.75%2.00%2.25%2.50%2.75%3.00%Source: Refinitiv ®, Erste Group Estimates
Created with Highcharts 6.2.0US 10Y Treasury Yield4.20%4.20%4.20%4.20%4.20%4.20%4.20%4.20%US 10Y Treasury YieldUS 10Y Treasury Yield ForecastJan '24Apr '24Jul '24Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '263.50%3.75%4.00%4.25%4.50%4.75%5.00%Source: Refinitiv ®, Erste Group Estimates
Created with Highcharts 6.2.0Inflation Eurozone5.5%5.5%2.4%2.4%2.0%2.0%1.8%1.8%2.0%2.0%202320242025e2026e2027eSource: Erste Group
Created with Highcharts 6.2.0EUR/USD1.201.201.201.201.221.221.221.22EUR/USDEUR/USD ForecastJan '24Apr '24Jul '24Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '261.001.051.101.151.201.25Source: Refinitiv ®, Erste Group Estimates
Created with Highcharts 6.2.0EUR/CZK24.3024.3024.2524.2524.2024.2024.1324.13EUR/CZKEUR/CZK ForecastJan '24Apr '24Jul '24Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '2624.0024.5025.0025.5026.00Source: Refinitiv ®, Erste Group Estimates
Created with Highcharts 6.2.0EUR/PLN4.254.254.304.304.304.304.304.30EUR/PLNEUR/PLN ForecastJan '24Apr '24Jul '24Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '264.104.204.304.404.50Source: Refinitiv ®, Erste Group Estimates
Created with Highcharts 6.2.0CZ 10Y T-BOND4.27%4.27%4.16%4.16%4.08%4.08%4.04%4.04%CZ 10Y T-BONDCZ 10Y T-BOND ForecastJan '24Apr '24Jul '24Oct '24Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '263.50%3.75%4.00%4.25%4.50%4.75%Source: Refinitiv ®, Erste Group Estimates