Emerging Europe Data Response Polish Industrial Production (Oct.) The slowdown in Polish industrial production growth in October was disappointing and contradicts the improvement in the survey data for that month. However, it seems unlikely that these data will... 20th November 2014 · 1 min read
Emerging Europe Data Response Central & Eastern Europe GDP (Q3) Third quarter GDP data for Central and Eastern Europe were surprisingly strong given the headwinds facing the region from Russia and, in particular, the euro-zone. 14th November 2014 · 1 min read
Emerging Europe Data Response Russia GDP (Q3), Pol. CPI (Oct.) & Turkey Current Acc. (Sep.) Russia’s economy performed better than even we had expected in Q3, but this predates the most recent slump in oil prices. We still expect the economy to slip into recession next year. Elsewhere... 13th November 2014 · 1 min read
Emerging Europe Data Response Russia Consumer Price Inflation (October) Russian inflation accelerated to a three-year high of 8.3% y/y in October and, with the lagged effects of a weaker ruble still to come through, a further rise towards 9% y/y is likely over the coming... 5th November 2014 · 1 min read
Emerging Europe Data Response Manufacturing PMIs (Oct.) Last month’s manufacturing PMIs for Central Europe provide further evidence that, having slowed in Q3, the region started Q4 on a stronger note. 3rd November 2014 · 1 min read
