Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … Latvia: a step closer to devaluation? …
23rd July 2009
This report is only available as a PDF. Click to download. … Russia: The worst may have passed but recovery will be weak …
22nd July 2009
This report is only available as a PDF. Click to download. … Current account rebalancing has further to go …
21st July 2009
This report is only available as a PDF. Click to download. … Hungary still the sick man of Central Europe …
17th July 2009
This report is only available as a PDF. Click to download. … CBRT cuts as expected, but fiscal measures remain key …
16th July 2009
Signs of a pick-up in investor confidence means Hungary could resume its monetary-easing cycle later this month, with a further cut in rates also likely in Romania. Elsewhere, we still see room for further interest rate cuts, although policymakers in …
15th July 2009
This report is only available as a PDF. Click to download. … Industry may be past the worst, but foundations are weak …
9th July 2009
This report is only available as a PDF. Click to download. … Could Hungary emerge with the soundest public finances? …
8th July 2009
This report is only available as a PDF. Click to download. … Is Russia facing a lost decade? …
7th July 2009
This report is only available as a PDF. Click to download. … Bulgaria: IMF deal imminent, but little chance of quick recovery …
6th July 2009
This report is only available as a PDF. Click to download. … Poland’s consumption-led growth is unlikely to last …
3rd July 2009
This report is only available as a PDF. Click to download. … Romanian rates cut, leu holds the key to further easing …
30th June 2009
This report is only available as a PDF. Click to download. … Turkey: Horrific Q1 GDP data, recovery set to disappoint …
The strong rebound that had swept through financial markets in Emerging Europe since March has seemingly run out of steam. Equity markets across the region have lost ground since the start of June, currencies have weakened and bond yields have crept up. …
This report is only available as a PDF. Click to download. … Too soon to call the end of the Czech easing cycle …
25th June 2009
A modest improvement in the outlook for Western Europe means that some countries in Emerging Europe - notably Poland, Turkey and the Czech Republic - could now see a return to positive growth in Q1 of next year. But while the recovery may come slightly …
This report is only available as a PDF. Click to download. … Equity market sell-off could have further to run …
24th June 2009
This report is only available as a PDF. Click to download. … Polish rates cut as expected but pace of easing to be slow …
This report is only available as a PDF. Click to download. … Structural reform, Putin style …
22nd June 2009
Aggressive cuts earlier this year mean that interest rates are nearing their trough in Turkey and the Czech Republic, while concerns over financial stability mean that the pace of easing in Hungary and Romania will be slow. Nonetheless, with a sustained …
17th June 2009
This report is only available as a PDF. Click to download. … CBRT surprises markets again, all eyes on fiscal measures …
16th June 2009
While the latest attempt at fiscal reform in Hungary is impressive given the dire economic backdrop, it is unlikely to prevent the country from turning to the IMF for additional funding next year. What’s more, it will prolong the current recession – we …
15th June 2009
This report is only available as a PDF. Click to download. … Is Emerging Europe set for an Asia-style crisis? …
11th June 2009
This report is only available as a PDF. Click to download. … Is a recovery in sight? …
10th June 2009
This report is only available as a PDF. Click to download. … Risk appetite to fade as recovery disappoints …
8th June 2009
This report is only available as a PDF. Click to download. … Will Turkey be forced to turn to the IMF? …
This report is only available as a PDF. Click to download. … Latvia: The implications of devaluation …
3rd June 2009
This report is only available as a PDF. Click to download. … Russian banks could require $60bn capital injection …
2nd June 2009
This report is only available as a PDF. Click to download. … Credit crunch deepens despite large cuts in official rates …
1st June 2009
This report is only available as a PDF. Click to download. … Poland Q1 GDP: Less vulnerable, but not immune …
29th May 2009
Q1 GDP data released over the past month paint a grim picture, with most economies in the region contracting at a record pace. This is unsurprising given the meltdown in the region’s banking sector at the start of this year. With the worst of the …
28th May 2009
This report is only available as a PDF. Click to download. … Taking stock of the inventory cycle …
26th May 2009
This report is only available as a PDF. Click to download. … Russian economy could contract by more than 10% this year …
20th May 2009
Inflation data have surprised on the upside in both Poland and Hungary in recent months, due in large part to recent currency weakness. But the bigger picture is that the pick-up in inflation in both countries has actually been fairly mild given the …
19th May 2009
This report is only available as a PDF. Click to download. … A grim start to the year …
15th May 2009
This report is only available as a PDF. Click to download. … Inflation still more likely to undershoot targets …
14th May 2009
This report is only available as a PDF. Click to download. … CBR cuts rates again, but credit conditions remain tight …
13th May 2009
This report is only available as a PDF. Click to download. … Baltics: Q1 GDP horrific, but recession has further to run …
This report is only available as a PDF. Click to download. … Which countries will outperform come the recovery? …
11th May 2009
This report is only available as a PDF. Click to download. … IMF approves FCL for Poland, few others likely to follow …
7th May 2009
This report is only available as a PDF. Click to download. … Czech rates on course for 1% …
This report is only available as a PDF. Click to download. … Romanian cut surprises, but pace of easing will be slow …
6th May 2009
‘Car scrapping’ schemes recently introduced in Western Europe will not be sufficient to drive a recovery further east. While the boost to vehicle exports could be worth up to 1% of GDP in parts of Central Europe, elsewhere the impact will be negligible. … …
5th May 2009
There have been welcome signs that the pace of decline in the region’s economy has started to ease in recent weeks. But we think a recovery remains some way off. First, while consumer and business confidence has edged up in some countries, it remains …
30th April 2009
This report is only available as a PDF. Click to download. … Polish rates on hold for now, but further cuts likely …
29th April 2009
Both Latin America and Emerging Europe will enter deep recessions this year and, in the absence of a strong global recovery, the pain is likely to extend well into 2010. But whereas Latin America has been at the centre of previous crises, this time the …
28th April 2009
This report is only available as a PDF. Click to download. … How much should we worry about swine flu? …
27th April 2009
This report is only available as a PDF. Click to download. … Russian rate cuts come with a catch …
23rd April 2009
This report is only available as a PDF. Click to download. … Are concerns about indebtedness justified? …
22nd April 2009
We have argued for some time that the pace of monetary easing across the region would slow as concerns about financial stability weigh on policymakers’ minds. This seems to have been borne out by recent statements from Central Banks. But equally, rate …
17th April 2009
