The problem that Sharon's exit could cause is that it raises questions about the prospects for peace across the Middle East.
Something in Hungary has to change this year. It will either be forced by the financial markets or the government will do it voluntarily as a preemptive step.
The economy will continue to do pretty well, after the very strong figures we saw in the fourth quarter. That gives the currency a chance to strengthen.
The market will now worry about what concessions Law & Justice has had to make. There are also concerns about the change to central bank law.