Emerging Europe Economics Update Turkey: is an IMF deal imminent? Recent quotes from leading policymakers suggesting that Turkey is in advanced talks with the IMF should be taken with a pinch of salt, particularly as negotiations have already dragged on for over a... 7th January 2010 · 1 min read
Emerging Europe Economics Update Romania: NBR recommences its easing cycle This morning’s decision by the National Bank of Romania (NBR) to cut interest rates by 50bps to 7.5% is likely to be the first of a number of cuts over the coming months. While any further political... 5th January 2010 · 1 min read
Emerging Europe Economics Update Hungary: smaller than expected cut, but further easing to come 21st December 2009 · 1 min read
Emerging Europe Economics Update Policymakers to retain their dovish bias (Dec 09) The markets are now pricing in relatively aggressive monetary tightening from mid-2010 in most countries in Emerging Europe but we think that three factors will keep rates much lower than investors... 18th December 2009 · 1 min read
Emerging Europe Economics Update Turkish yields to rise, but default risk to stay low 17th December 2009 · 1 min read
Emerging Europe Economics Update Are Austrian banking troubles a sign of things to come? 16th December 2009 · 1 min read
Emerging Europe Economics Update Romania: Political impasse further clouds the outlook 7th December 2009 · 1 min read
Emerging Europe Economics Update Will sovereign debt concerns now shift to Emerging Europe? 2nd December 2009 · 1 min read
Emerging Europe Economics Update Poland: annual GDP growth accelerates in Q3 30th November 2009 · 1 min read
Emerging Europe Economics Update Hungary cuts again, rates heading for 5% 23rd November 2009 · 1 min read
Emerging Europe Economics Update Russia: Forget the growth rates, it’s the levels that matter 20th November 2009 · 1 min read
Emerging Europe Economics Update Easing-cycle may be over, but hikes are not imminent (Nov 09) After an aggressive easing of monetary policy over the past year, we now think that interest rates have troughed in Poland, Turkey and the Czech Republic. However policymakers in all three will retain... 20th November 2009 · 1 min read
Emerging Europe Economics Update Turkey: Could this be the end of the easing-cycle? 19th November 2009 · 1 min read
Emerging Europe Economics Update Hungary: wage growth to remain subdued 17th November 2009 · 1 min read
