Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … CBRT surprises again, but pace of easing set to slow …
16th April 2009
This report is only available as a PDF. Click to download. … Russia - the real lessons from 1998 …
15th April 2009
This report is only available as a PDF. Click to download. … Euro-isation would be no panacea to region's problems …
6th April 2009
This report is only available as a PDF. Click to download. … IMF boost should calm fears of financial meltdown …
2nd April 2009
This report is only available as a PDF. Click to download. … How fragile are Russia's banks? …
This report is only available as a PDF. Click to download. … How vulnerable are emerging markets to a rise in protectionism? …
1st April 2009
This report is only available as a PDF. Click to download. … Romania on hold, gradual cuts likely later this year …
31st March 2009
This report is only available as a PDF. Click to download. … Shocking Q4 GDP figures signal deep recession …
Financial markets across Emerging Europe have recovered following last month’s sell-off. Currencies are up by 2% and equities have soared. But the recovery owes more to a general pick-up in global risk appetite rather than an improvement in macroeconomic …
30th March 2009
This report is only available as a PDF. Click to download. … Political chaos keeps Czech rates on hold... for now …
26th March 2009
This report is only available as a PDF. Click to download. … Collapse of Czech government confirms new phase of crisis …
25th March 2009
This report is only available as a PDF. Click to download. … National Bank of Hungary on hold, all eyes on the new PM. …
23rd March 2009
Emerging Europe is in turmoil. While financial markets have stabilised somewhat following a sharp sell-off earlier this year, this owes more to a general recovery in global risk appetite than it does to an improvement in macroeconomic fundamentals or a …
This report is only available as a PDF. Click to download. … Turkish rates cut again, all eyes on the IMF …
20th March 2009
This report is only available as a PDF. Click to download. … Is the worst over? …
17th March 2009
This report is only available as a PDF. Click to download. … Rates still set for record lows despite market turmoil (Mar 09) …
This report is only available as a PDF. Click to download. … Russia: Too soon to look for a thaw …
12th March 2009
This report is only available as a PDF. Click to download. … IMF package won't prevent recession in Romania …
10th March 2009
We think a pan-regional IMF or EU-led bailout fund offers the best way out of the bout of indiscriminate selling that has gripped markets in the Emerging Europe in recent weeks. But for now, at least, political resistance in both West and East Europe is …
6th March 2009
This report is only available as a PDF. Click to download. … Ukraine: hryvnia rally could prove short-lived …
5th March 2009
While we expect Emerging Europe to suffer a much more severe recession than most other analysts, talk that its growth model is fundamentally broken seems premature. We think that the region could still grow at 5% per year over the medium-term but this …
4th March 2009
This report is only available as a PDF. Click to download. … Soaring fiscal deficits to scupper bond market recovery …
3rd March 2009
This report is only available as a PDF. Click to download. … EU's support plan disappoints markets …
2nd March 2009
Industrial output across the entire region has collapsed in recent months. While there are some country-specific factors at play, such as falling oil output in Russia and the ongoing turmoil in Ukraine’s steel sector, there is one common cause: plummeting …
26th February 2009
Financial markets across Emerging Europe are in turmoil. The immediate trigger for this latest sell-off appears to be fresh concerns over the health of the region’s banking sector. But the bigger picture is that the region’s huge current account deficits …
This report is only available as a PDF. Click to download. … NBP confirms that rate hikes remain measure of last resort …
25th February 2009
This report is only available as a PDF. Click to download. … Can coordinated statements rescue the region's currencies? …
23rd February 2009
This report is only available as a PDF. Click to download. … Hungary: pause in rate cuts but still heading for record lows …
This report is only available as a PDF. Click to download. … CBRT slashes rates, further easing dependent on IMF deal …
19th February 2009
This report is only available as a PDF. Click to download. … The currency crisis: lessons from Asia …
This report is only available as a PDF. Click to download. … Emerging Europe concerns likely to intensify …
18th February 2009
This report is only available as a PDF. Click to download. … Pace of cuts to ease but still heading for record lows (Feb 09) …
This report is only available as a PDF. Click to download. … 'Sudden stop' in capital points to double-digit falls in GDP …
17th February 2009
This report is only available as a PDF. Click to download. … Submerging Europe …
12th February 2009
This report is only available as a PDF. Click to download. … Latvia: GDP on course to fall by 20% over next two years …
11th February 2009
This report is only available as a PDF. Click to download. … Russian rates could top 16% …
9th February 2009
This report is only available as a PDF. Click to download. … Czech rates cut despite koruna sell-off …
5th February 2009
This report is only available as a PDF. Click to download. … Time to worry about debt defaults? …
4th February 2009
This report is only available as a PDF. Click to download. … Central Bank of Russia set for showdown with speculators …
3rd February 2009
We expect the Emerging European economy to shrink by 3% this year, with no meaningful recovery until 2011. What’s more, further IMF bailouts look likely over the coming months as a number of the ‘Super Deficit’ countries are cut adrift from global capital …
29th January 2009
This report is only available as a PDF. Click to download. … Poland: decent 2008, sharp slowdown ahead …
This report is only available as a PDF. Click to download. … Polish rates heading for record lows …
27th January 2009
Rising default rates, a fragile funding structure and widespread currency mismatches mean that banks in Emerging Europe face a grim 2009. Bulgaria, Romania, Lithuania and Estonia may all be forced to turn to the IMF for emergency funding this year. …
23rd January 2009
This report is only available as a PDF. Click to download. … Interest rates heading for record lows in Central Europe …
22nd January 2009
There is still no universally accepted single cause of the Great Depression. But our analysis suggests that the main culprit for the role of catalyst was the bursting of the bubbles in the equity and commodity markets, accompanied by falling house prices. …
19th January 2009
This report is only available as a PDF. Click to download. … Hungarian rates to hit 6% …
This report is only available as a PDF. Click to download. … What next for the battered ruble? …
16th January 2009
This report is only available as a PDF. Click to download. … Turkish rates heading to 10%. …
15th January 2009
The growth outlook for Emerging Europe continues to deteriorate sharply. With oil and food prices now a deflationary force, policymakers are rightly concerned about inflation undershooting rather than overshooting targets. Admittedly, concerns about the …
14th January 2009
This report is only available as a PDF. Click to download. … How much could the latest gas dispute cost Ukraine? …
9th January 2009