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
Emerging Europe Chart Pack Virus restrictions to trigger a renewed downturn The coronavirus outbreak across the region has gone from bad to worse. The Czech Republic has one of the highest per capita infection rates in the world and the two-week national lockdown until... 28th October 2020 · 16 mins read
Emerging Europe Chart Pack Rising cases threaten the recovery in Central Europe The speed and size of the rise in new coronavirus cases in parts of Central and Eastern Europe is now starting to challenge our optimism about the strength of the recovery. The Czech Republic, Hungary... 24th September 2020 · 16 mins read
Emerging Europe Chart Pack Belarus becoming a thorn in Russia’s side Political instability in Belarus has prompted speculation about how President Putin will respond to calm the situation. Mr. Putin is working to maintain close ties with Belarus, but the more that the... 27th August 2020 · 16 mins read
Emerging Europe Chart Pack Turkey back in the firing line Turkish financial markets have come under renewed pressure this month, underlining the risks posed by the country’s low level of foreign exchange reserves and large external financing needs. The... 30th July 2020 · 15 mins read
Emerging Europe Chart Pack Economic activity recovers strongly in May and June Lockdown measures dealt a heavy blow to economies across the region in April, but the latest data offer encouraging signs that activity has recovered quickly over the past couple of months. Economic... 23rd June 2020 · 16 mins read
Emerging Europe Chart Pack Past the worst The coronavirus crisis has dealt a heavy blow to the economies of Emerging Europe over the past few months but the worst of the downturn now appears to have passed. As infection curves have flattened... 27th May 2020 · 15 mins read
Emerging Europe Chart Pack Early signs point to steep economic downturn There are encouraging signs that the authorities in Central Europe have brought the virus under control and policymakers are slowly starting to ease lockdown measures, which will support a recovery in... 29th April 2020 · 12 mins read
Emerging Europe Chart Pack Emerging Europe heading for a deep recession The coronavirus has spread across Emerging Europe faster than any other region in the emerging world and governments have implemented increasingly restrictive measures to contain its spread. These... 31st March 2020 · 12 mins read
Emerging Europe Chart Pack Coronavirus takes its toll on financial markets Concerns about the outbreak of coronavirus have taken their toll on the region’s financial markets over the past month. While the direct trade exposure of Emerging Europe to China is limited and there... 26th February 2020 · 15 mins read
Emerging Europe Chart Pack Turkey drives regional recovery Regional GDP growth in Emerging Europe appears to have picked up from 2.2% y/y in Q3 to around 2.5% y/y in Q4. This was predominantly driven by a recovery in Turkey’s economy, where policymakers are... 29th January 2020 · 15 mins read
Emerging Europe Chart Pack Central bank’s easing cycles running their course Policymakers in Russia and Turkey have loosened monetary policy more than elsewhere in the emerging world over the past few months, but we think that easing cycles are nearing an end. Communications... 17th December 2019 · 15 mins read
