Emerging Europe Chart Pack War in Europe Russia’s military invasion of Ukraine has caused turmoil in financial markets across the region. Western nations have imposed sanctions on Russia, including targeting some of its largest banks and... 25th February 2022 · 15 mins read
Emerging Europe Chart Pack Industry shifts into gear amid signs of easing shortages Industry across Emerging Europe turned a corner in Q4 as auto production rebounded strongly. This comes amid signs that supply shortages are starting to ease; our proprietary shortages dashboard... 27th January 2022 · 12 mins read
Emerging Europe Chart Pack Omicron? Central banks focusing firmly on inflation Inflation pressures have shown no signs of letting up across Emerging Europe, with headline inflation rates surging to multi-year highs in November. Producer price inflation has hit rates not seen in... 20th December 2021 · 15 mins read
Emerging Europe Chart Pack Virus outbreaks diverge, but Omicron a renewed risk COVID-19 outbreaks in Central and Eastern Europe have diverged in the past month and that may continue in December, but the emergence of the potentially highly-transmissible Omicron variant could... 30th November 2021 · 16 mins read
Emerging Europe Chart Pack Renewed virus waves cast clouds over the recovery COVID-19 outbreaks have surged across the region in the past month. Record high daily cases have been reported in Russia, Romania, Bulgaria and Latvia and infections are rising sharply elsewhere... 26th October 2021 · 12 mins read
Emerging Europe Chart Pack Re-opening boost fades as supply disruptions mount Economies across Emerging Europe enjoyed a rapid rebound in Q2, but all the signs suggest that the recovery has come off the boil in Q3. Surveys of sentiment in services sectors have started to... 29th September 2021 · 15 mins read
Emerging Europe Chart Pack Inflation pressures mount as activity rebounds Recoveries across Emerging Europe accelerated in Q2 as the easing of virus restrictions pushed GDP to, or above, pre-pandemic levels in most countries and we think this momentum will continue in Q3... 26th August 2021 · 16 mins read
Emerging Europe Chart Pack Activity rebounding as economies re-open The region’s economies have continued to rebound strongly over the past month as virus outbreaks have largely been contained and restrictions have been lifted. Surveys of sentiment in the services... 28th July 2021 · 13 mins read
Emerging Europe Chart Pack Recovery takes hold and inflation pressures build Economic activity across Emerging Europe is rebounding strongly now that virus waves have passed and restrictions have been lifted. The recovery in Q2 looks to have been strongest in Russia, Israel... 24th June 2021 · 15 mins read
Emerging Europe Chart Pack Inflation risks build, central banks start to react The strength of inflation and expectations for a strong economic recovery have prompted a clear hawkish shift among Central European central banks. We think it will take time for a majority in favour... 27th May 2021 · 15 mins read
Emerging Europe Chart Pack Third waves subside, outlook brightens Third virus waves held back recoveries in most countries in Q1, but the good news is that they appear to have peaked as new daily COVID-19 cases have fallen since mid-March. Russia has so far avoided... 28th April 2021 · 13 mins read
Emerging Europe Chart Pack Region leading the EM central bank policy shift Emerging Europe has been at the heart of the shift in EM monetary policy over the past month, with central banks in Russia, Turkey and Ukraine raising interest rates in March. The triggers for... 25th March 2021 · 14 mins read
Emerging Europe Chart Pack Headwinds to the recovery mount Emerging Europe came through the second virus wave in Q4 in a better state than we had expected, with services sectors holding up and industry booming in Central Europe. But the headwinds have mounted... 24th February 2021 · 13 mins read
Emerging Europe Chart Pack A bumpy and uneven recovery Russia and Poland have been regional outperformers in recent months due the relatively light-touch containment measures in the former and the strength of export-orientated sectors in the latter. But... 22nd January 2021 · 11 mins read
Emerging Europe Chart Pack Vaccine offers hope, but challenges still lie ahead Daily new COVID-19 infections have levelled off or fallen in most parts of Central Europe and there are signs that activity has started to rebound. But the fresh rise in new cases this month in... 17th December 2020 · 16 mins read
Emerging Europe Chart Pack Rally in Emerging Europe markets has further to run The positive news on COVID-19 vaccines has provided a boost to the region’s economic outlook and this has underpinned a rally in local financial markets. The general improvement in risk appetite and... 26th November 2020 · 16 mins read
