Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … Is inflation about to collapse in Central Europe? …
23rd September 2008
On the whole, inflation pressures are easing across the region. But the ability of policymakers to cut interest rates in response will be governed by developments in the currency markets. We see scope for a further rate cut in the Czech Republic this …
22nd September 2008
This report is only available as a PDF. Click to download. … Russian equities: making sense of the latest sell-off …
17th September 2008
This report is only available as a PDF. Click to download. … The credit crunch comes to Moscow …
15th September 2008
This report is only available as a PDF. Click to download. … Russia: Growth set to slow in 2009 …
10th September 2008
This report is only available as a PDF. Click to download. … Turkey: Sharp slowdown a sign of things to come …
While the conflict in South Ossetia is likely to have little direct impact on the Russian economy, financial markets have been hit hard by a rise in political risk. The currency has dropped by 3% since the start of August, while equities are down by over …
8th September 2008
Emerging Europe looks set to expand at its slowest pace since the 2001-02 Turkish financial crisis next year, as the downturn in the euro-zone gathers pace and the external financing environment becomes much more challenging. … Growth clouds start to …
5th September 2008
This report is only available as a PDF. Click to download. … What should we make of recent currency developments? …
3rd September 2008
This report is only available as a PDF. Click to download. … Ukraine: the worst is yet to come …
This report is only available as a PDF. Click to download. … Romania: 2008 will be high water mark …
1st September 2008
This report is only available as a PDF. Click to download. … Poland: Still a soft landing, but growth will slow in 2009 …
29th August 2008
This report is only available as a PDF. Click to download. … Hungary: Why has wage growth not slumped? …
28th August 2008
This report is only available as a PDF. Click to download. … Russia: inflation starts to bite …
26th August 2008
This report is only available as a PDF. Click to download. … Russia: all doom and gloom? …
22nd August 2008
We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may not differ dramatically. … Will the BRICs win the …
20th August 2008
Interest rates are nearing their peaks across Emerging Europe. Indeed, policymakers in the Czech Republic actually cut interest rates by 25bps earlier this month and seem intent on reducing borrowing costs again this year. Elsewhere, all the signs are …
19th August 2008
This report is only available as a PDF. Click to download. … Russia ten years on …
15th August 2008
This report is only available as a PDF. Click to download. … Turkey: on hold for now, but risks lie to the upside …
14th August 2008
This report is only available as a PDF. Click to download. … Central Europe: euro-zone slowdown to bite next year …
This report is only available as a PDF. Click to download. … Baltics: heading for a long and painful recession …
13th August 2008
This report is only available as a PDF. Click to download. … What should markets make of the South Ossetia conflict? …
11th August 2008
The outlook for Emerging Europe has deteriorated in recent months. A combination of weaker growth in the euro-zone and stronger currencies has hit manufacturers, while consumers are facing the twin headwinds of higher inflation and tighter lending …
7th August 2008
This report is only available as a PDF. Click to download. … Czech Rep: surprise cut aimed at taming koruna …
This report is only available as a PDF. Click to download. … Turkey: lira not oil holds the key to taming prices …
5th August 2008
This report is only available as a PDF. Click to download. … Romania: surprise decision, but further hikes to come …
31st July 2008
This report is only available as a PDF. Click to download. … Turkey: still facing headwinds despite court ruling …
30th July 2008
Economic theory suggests that a booming energy sector can often cause a slump in manufacturing output. In Russia’s case, the evidence from recent years is mixed. But even if oil prices do continue to fall over the coming months, Russia is unlikely to …
29th July 2008
This report is only available as a PDF. Click to download. … Russian equities hit by fresh bout of political risk …
28th July 2008
This report is only available as a PDF. Click to download. … Czech Rep: too soon to start cutting rates? …
24th July 2008
This report is only available as a PDF. Click to download. … EU financial sanctions would hit Bulgaria hard …
23rd July 2008
This report is only available as a PDF. Click to download. … How sustainable is Hungary’s fiscal progress? …
18th July 2008
This report is only available as a PDF. Click to download. … Turkey: 50bps hike pleases markets, more hikes on the way …
17th July 2008
This report is only available as a PDF. Click to download. … How concerned should we be about weaker euro-zone growth? …
All the focus over the coming months will be on Turkey, where we expect policymakers to follow up a likely rate hike this week with further monetary tightening. Elsewhere in the region, while inflation risks continue to build in Central Europe, a recent …
15th July 2008
The rise in inflation is showing no sign of easing. Headline inflation remains above target in all countries, although price pressures are most acute in the east of the region. Prices are now rising by 30% y/y in Ukraine. Like elsewhere in the world, the …
10th July 2008
This report is only available as a PDF. Click to download. … EMU: Who next after Slovakia? …
8th July 2008
This report is only available as a PDF. Click to download. … Five reasons why the Baltics won’t ditch their currency pegs …
3rd July 2008
This report is only available as a PDF. Click to download. … What’s supporting the Turkish lira? …
30th June 2008
This report is only available as a PDF. Click to download. … Czech Rep. & Romania: further rate hikes to come …
26th June 2008
This report is only available as a PDF. Click to download. … Poland: Interest rates have further to rise …
25th June 2008
This report is only available as a PDF. Click to download. … Hungary: MPC shocks markets, but rates hikes still to come …
23rd June 2008
This report is only available as a PDF. Click to download. … The Baltics: The worst is yet to come …
19th June 2008
This report is only available as a PDF. Click to download. … Central Banks still in tightening mode (Jun 08) …
17th June 2008
This report is only available as a PDF. Click to download. … Turkey: Rates to rise by another 100bps by the end-08 …
16th June 2008
This report is only available as a PDF. Click to download. … Russia: Q1 GDP reinforces concerns about overheating …
Financial markets in parts of the region have been hit by a fresh wave of investor risk aversion over the past month. In Turkey, a surge in inflation coupled with a deterioration in the political outlook has hit equities, bonds and the currency markets. …
13th June 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 role in determining the near-term growth outlook for each …
10th June 2008
This report is only available as a PDF. Click to download. … Russia: Rate hikes not enough to tame soaring inflation …
9th June 2008
This report is only available as a PDF. Click to download. … Russian equities still set to outperform …
6th June 2008
