May. 19 at 6:23 AM
EUR/HUF ~360, lowest since Feb 2022. Tisza landslide (138/199, 2/3 supermajority) ended Orban's 16-yr rule.
Bull: €17B EU funds unlock (Aug 26 deadline), Magyar pro-euro, MNB at 6.25% supports carry, Q1 GDP +0.8%.
Caution: CPI rose to 2.1%, MNB 2026 fcst 3.8%, fails all Maastricht criteria, Citi taking profits, Nagy pushing rate cuts, CATL paused Debrecen Phase 2.
Real drivers: EU fund pace + MNB-gov tension + oil. Not cyber/patents.
$HUF.X
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