Emerging Europe Economic Outlook Clouds gather over the growth outlook (Q3 2008) The outlook for Emerging Europe has deteriorated in recent months. Weaker growth in the euro-zone will hit manufacturers, while consumers are facing twin headwinds of higher inflation and tighter... 29th September 2008 · 1 min read
Emerging Europe Economic Outlook Baltics set for recession, while Russia heats up (Q2 2008) The outlook for the region as a whole remains fairly positive, but the prospects for individual economies have diverged markedly. We think that the structure of capital inflows will play a critical... 10th June 2008 · 1 min read
Emerging Europe Economic Outlook Growth trends set to diverge (Q1 2008) On the whole, Emerging Europe looks well placed to weather a global economic slowdown. Providing growth in the euro-zone does not slow too sharply, the region should expand by around 6% this year. But... 18th March 2008 · 1 min read
Emerging Europe Economic Outlook Positive growth outlook conceals mounting risks (Q4 2007) We remain upbeat on the growth outlook for Emerging Europe. But this is largely due to our positive assessment of the prospects for Russia and to a lesser extent Turkey and Poland, which between them... 14th December 2007 · 1 min read
Emerging Europe Economic Outlook Growth outlook good, bubble fears overdone (Q3 2007) The rally in emerging market equities following September’s Fed rate cut has prompted fears of a nascent bubble in emerging market assets. In Emerging Europe, equity markets in Russia and Turkey have... 1st October 2007 · 1 min read
Emerging Europe Economic Outlook Growth to remain strong; inflation rates to converge (Q2 2007) The growth outlook across Emerging Europe remains good. We expect the region to grow by just over 6% this year, broadly unchanged from the 6.3% expansion achieved last year. Favourable weather... 29th June 2007 · 1 min read
Emerging Europe Economic Outlook Growth outlook looks good; Hungary is the exception (Q1 2007) The growth outlook across Emerging Europe remains positive. The region should grow by around 6% this year, slower than the 6.5% expansion achieved last year. Strong credit growth and FDI inflows will... 29th March 2007 · 1 min read
Emerging Europe Economic Outlook Strong growth outlook conceals policy risks (Q3 2006) The growth outlook for Emerging Europe generally remains strong, with demand driven by high levels of investment and the continued rapid expansion of household credit. With GDP growth in the euro-zone... 20th December 2006 · 1 min read
Emerging Europe Economic Outlook Markets become less tolerant of bad policy (Q2 2006) The recent sell-off across global equity markets naturally extended into the emerging European markets, but the impact has varied widely. Countries with strong fiscal positions and stable governments... 12th July 2006 · 1 min read
Emerging Europe Economic Outlook Growth outlook remains strong, but EMU targets slip (Q1 2006) The growth outlook remains good, and will benefit in 2006 from the economic recovery in neighbouring Germany, lower oil prices and buoyant business/consumer confidence across the region. Convergence... 16th February 2006 · 1 min read
Emerging Europe Economic Outlook Growth remains robust, despite political wobbles (Q3 2005) Growth across Central and Eastern Europe has been solid in 2005, and the outlook remains positive, especially with euro-zone growth set to improve next year. However, heightened fears of inflation... 1st November 2005 · 1 min read
Emerging Europe Economic Outlook Outlook remains positive despite political shocks (Q2 2005) The integration of the new EU member states remains on track despite political shock waves from the rejection of the EU constitution. Opposition to Turkish entry into the EU has hardened, but... 25th August 2005 · 1 min read
Emerging Europe Economic Outlook Bond yields near convergence, but political risks remain (Q1 2005) The first round of new ERM entrants (Estonia, Lithuania, Slovenia) is on track for EMU entry in January 2007, followed by Latvia in 2008. These are very strong candidates for EMU, and their bond... 12th May 2005 · 1 min read
Emerging Europe Economic Outlook EU accession negotiations will be no panacea for Turkey (Q3 2004) 18th October 2004 · 1 min read
Emerging Europe Economic Outlook Positive politics, but Turkey’s economic outlook is poor (Q2 2004) The EU is now almost certain to set a date for the start of Turkish accession negotiations after its summit in December 2004, but the outlook for the Turkish lira and bond yields is still negative... 2nd June 2004 · 1 min read
Emerging Europe Economic Outlook Hungary will postpone its drive to join the euro (Q1 2004) Economic growth should pick-up across Eastern Europe in 2004 as export demand rises and inflows of FDI remain strong. Of the four larger economies joining the EU in May this year – the Czech Republic... 16th February 2004 · 1 min read
