Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … Best days of the ruble rally have passed …
5th November 2009
This report is only available as a PDF. Click to download. … Suspending Polish debt rules: Good for growth, bad for bonds …
4th November 2009
This report is only available as a PDF. Click to download. … Turkey: where will inflation go from here? …
3rd November 2009
This report is only available as a PDF. Click to download. … Too soon to call the top in Russian equities …
29th October 2009
After collapsing across the board earlier in the year, consumer and business confidence indicators have rebounded sharply over the past six months. In some cases, they are approaching pre-crisis levels and are consistent with a return to positive economic …
This report is only available as a PDF. Click to download. … Will Estonia be the next to join the euro? …
23rd October 2009
This report is only available as a PDF. Click to download. … Will Turkey be next to tax capital inflows? …
21st October 2009
This report is only available as a PDF. Click to download. … Russia: $18bn government bond issue just the tip of the iceberg …
19th October 2009
This report is only available as a PDF. Click to download. … Hungary: interest rate cuts will do little to lift economy …
Although monetary easing-cycles in much of the region are drawing to a close, we still do not expect rates to be hiked anywhere before the second half of 2010. Turkey is likely to be the first to reverse recent rate cuts, followed by the Czech Republic …
16th October 2009
This report is only available as a PDF. Click to download. … Turkey: interest rates cut again but much rests on IMF deal …
15th October 2009
This report is only available as a PDF. Click to download. … Can we trust Russian data? …
14th October 2009
This report is only available as a PDF. Click to download. … Turkey: no fiscal crisis, but bond market rally nearing end …
13th October 2009
This report is only available as a PDF. Click to download. … Romania: where to from here? …
This report is only available as a PDF. Click to download. … Huge output gaps to keep a lid on inflation in Central Europe …
9th October 2009
This report is only available as a PDF. Click to download. … Events in Latvia take another turn for the worse …
7th October 2009
This report is only available as a PDF. Click to download. … What will drive the region’s economy post-crisis? …
6th October 2009
Although the severe recession in Latvia has caused the current account to swing back into surplus, the rebalancing of the economy is not complete. We think the real exchange rate still needs to fall by something like 25%, and that this is now most likely …
2nd October 2009
As deep recessions in the region have unfolded, all countries in Emerging Europe have experienced a sharp deterioration in their public finances. Some nations, particularly those that have turned to the IMF for funding assistance have already been forced …
30th September 2009
This report is only available as a PDF. Click to download. … Rate cuts in Russia and Romania won’t ease credit conditions …
29th September 2009
This report is only available as a PDF. Click to download. … Hungarian policymakers tread carefully and cut 50bps …
28th September 2009
This report is only available as a PDF. Click to download. … Official rate cuts still not feeding through to real economy …
23rd September 2009
We have nudged up our GDP forecasts for the region’s most open economies, predominantly those in Central Europe, in response to a modest improvement in the outlook for Western Europe. The inventory cycle is also likely to give a temporary boost to growth, …
22nd September 2009
Although we have nudged up our growth forecasts for next year, we do not expect policymakers in the region to raise interest rates for some time. While Turkey and the Czech Republic are likely to be the first in the region to hike towards the end of 2010, …
18th September 2009
This report is only available as a PDF. Click to download. … Turkey: Medium-term Programme set to keep interest rates low …
17th September 2009
This report is only available as a PDF. Click to download. … Turkey: MTEP treads the middle ground …
16th September 2009
This report is only available as a PDF. Click to download. … Markets too quick to price in rate hikes …
15th September 2009
This report is only available as a PDF. Click to download. … Russia cuts rates, signals more to come …
14th September 2009
This report is only available as a PDF. Click to download. … Inflation outlook remains benign …
11th September 2009
This report is only available as a PDF. Click to download. … Still lagging the developing world …
10th September 2009
This report is only available as a PDF. Click to download. … Turkey posts strong rebound but recovery set to fade …
This report is only available as a PDF. Click to download. … Good loans gone bad …
8th September 2009
There are good reasons to think that monetisation of Russia’s budget deficit will not necessarily lead directly to a pick-up in inflation. But it adds to the downside risks facing the ruble. We expect the currency to fall by 10% against its dollar/euro …
4th September 2009
This report is only available as a PDF. Click to download. … Turbo boost from car scrapping is unlikely to last …
3rd September 2009
This report is only available as a PDF. Click to download. … Czech interest rate hike unlikely before year-end …
1st September 2009
This report is only available as a PDF. Click to download. … Polish economy set to expand this year …
28th August 2009
While some economies managed to post quarterly growth in Q2, others continued to contract sharply. We think that there are still plenty of reasons to be cautious, even in those countries that appear to have emerged from recession. For a start, some …
27th August 2009
This report is only available as a PDF. Click to download. … A tale of two retail sectors …
25th August 2009
This report is only available as a PDF. Click to download. … Hungary: Latest rate cut offers little immediate help …
24th August 2009
We estimate that limits on public debt set out in the Polish constitution will force the government to tighten fiscal policy by around 2.5% of GDP next year. What’s more, a further fiscal tightening of about 1% of GDP will be required in 2011-12 if the …
21st August 2009
Hungary and Romania are both likely to continue to capitalise on the current favourable conditions in financial markets by cutting interest rates again in their forthcoming meetings. Elsewhere, although we still see room for further monetary-easing in …
19th August 2009
This report is only available as a PDF. Click to download. … Turkey: Ten cuts in a row, but fiscal policy still holds the key …
18th August 2009
This report is only available as a PDF. Click to download. … Q2 data confirm dire first half of 2009 …
14th August 2009
This report is only available as a PDF. Click to download. … Baltics: Dire Q2 data, and the outlook remains grim …
12th August 2009
This report is only available as a PDF. Click to download. … CNB cuts rates as it revises growth forecast …
6th August 2009
This report is only available as a PDF. Click to download. … Russia: PMIs rise again, but still not consistent with growth …
This report is only available as a PDF. Click to download. … Romania’s easing cycle continues, but NBR to tread carefully …
4th August 2009
Recent data releases suggest that the rate of decline across Emerging Europe has started to ease. But while the region as a whole may no longer be in freefall, there are a number of reasons to remain cautious. First, while industrial production has …
30th July 2009
This report is only available as a PDF. Click to download. … Hungary: Surprise rate cut won’t bail out real economy …
27th July 2009
This report is only available as a PDF. Click to download. … Poles apart: government yet to admit full scale of fiscal crisis …
