Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
Romania has the potential to become a regional manufacturing hub, but resistance to reform is likely to prevent it from fulfilling its true potential. Accordingly, a much-needed rebalancing of the economy away from domestic demand will be more painful …
4th June 2008
This report is only available as a PDF. Click to download. … Russia: ruble appreciation still on the cards …
3rd June 2008
This report is only available as a PDF. Click to download. … Poland: Slowdown? What slowdown? …
30th May 2008
This report is only available as a PDF. Click to download. … Central Banks reiterate inflation concerns …
29th May 2008
This report is only available as a PDF. Click to download. … Slovakia: revaluation confirms euro entry rate …
This report is only available as a PDF. Click to download. … Hungary: Too soon to rule out further rate hikes …
26th May 2008
This report is only available as a PDF. Click to download. … Ukraine: currency reform still no silver bullet for inflation …
23rd May 2008
The public finances of every country in the region have strengthened considerably over the past few years. But recent developments suggest that this trend may not last for long. Rapid receipts growth across much of Central Europe has been largely cyclical …
22nd May 2008
This report is only available as a PDF. Click to download. … Forint’s record-breaking run may not last …
21st May 2008
This report is only available as a PDF. Click to download. … Further rate hikes in the pipeline (May 08) …
19th May 2008
This report is only available as a PDF. Click to download. … Turkey: Rates up by 50bps, further hikes possible next month …
15th May 2008
This report is only available as a PDF. Click to download. … Q1 GDP: a mixed bag for Central Europe …
This report is only available as a PDF. Click to download. … The Baltics: Hopes for a soft landing blown to pieces …
14th May 2008
This report is only available as a PDF. Click to download. … What next for Turkey and the IMF? …
12th May 2008
The remarkable improvement in the Czech public finances since the early part of this decade is unlikely to be sustained over the next couple of years. In fact, we think that the fiscal deficit could reach 5% of GDP by 2015. As a result, hopes of further …
8th May 2008
This report is only available as a PDF. Click to download. … Medvedev must focus on the 'three I’s' …
7th May 2008
This report is only available as a PDF. Click to download. … Romania: pace of tightening set to moderate …
6th May 2008
This report is only available as a PDF. Click to download. … The Central Bank of Turkey talks tough on inflation …
30th April 2008
This report is only available as a PDF. Click to download. … Poland: On hold for now but further hikes to come …
The divergence in growth trends across the region is becoming more marked. Countries running large current account deficits have begun to feel the pinch from a deterioration in global financing conditions. So far, the slowdown in the real economy has been …
29th April 2008
This report is only available as a PDF. Click to download. … Hungary: A series of smaller rate hikes on the way …
28th April 2008
This report is only available as a PDF. Click to download. … Russia: Rate hikes no panacea to soaring inflation …
This report is only available as a PDF. Click to download. … Is Russia overheating? …
24th April 2008
This report is only available as a PDF. Click to download. … Ukraine: Interest rate hike unlikely to tame inflation …
22nd April 2008
Central Banks across the region are turning increasingly hawkish in response to rising inflationary pressures and turmoil in global financial markets. We expect interest rates to be hiked in Poland, Romania and Hungary this month. Meanwhile, Turkish rates …
21st April 2008
Emerging Europe Central Bank Watch 1 Apr. 2008 EMERGING EUROPE CENTRAL BANK WATCH Policymakers across the region remain in hawkish mode. A sharp spike in wage growth is likely to prompt another 50bps hike in Hungary this month, while the Central Bank of …
This report is only available as a PDF. Click to download. … Slovakia: Inflation data give green light to EMU entry …
16th April 2008
This report is only available as a PDF. Click to download. … Russia: still plenty of room to raise oil production …
15th April 2008
This report is only available as a PDF. Click to download. … Czech Rep: further rate hikes still likely …
14th April 2008
This report is only available as a PDF. Click to download. … What should we make of recent currency movements? …
9th April 2008
This report is only available as a PDF. Click to download. … What next for the Central Bank of Turkey? …
8th April 2008
We do not expect Emerging Europe to suffer a major banking crisis despite the recent collapse of major Western institutions such as Bear Stearns and Northern Rock. But while there is scope for the banking sector to expand strongly over the medium-term, a …
3rd April 2008
This report is only available as a PDF. Click to download. … What will the Kremlin do with half a trillion dollars? …
1st April 2008
This report is only available as a PDF. Click to download. … Hungary: political turmoil prompts surprise rate hike …
31st March 2008
This report is only available as a PDF. Click to download. … Turkey Q4 GDP: little chance of a rapid recovery …
This report is only available as a PDF. Click to download. … More rate hikes to come in Poland & Romania …
26th March 2008
This report is only available as a PDF. Click to download. … Hungary & Turkey: An untimely reminder of political risks …
25th March 2008
On the whole, Emerging Europe looks well placed to weather a global economic slowdown. Providing growth in the euro-zone does not slow too sharply, the region should expand by around 6% this year. But this is largely a result of a positive outlook in …
18th March 2008
Central Banks across the region are turning hawkish, despite the fact that their counterparts in the West are adopting an increasingly dovish stance in the face of a global economic slowdown. The problem for policymakers in Emerging Europe is that …
13th March 2008
Russian inflation has returned with a vengeance. As a result, the Central Bank (CBR) already looks certain to miss its end-year target of 8.5%. But the response of policymakers will be dictated by developments in global markets. If capital inflows resume …
11th March 2008
This report is only available as a PDF. Click to download. … What should we make of rising bond spreads? …
10th March 2008
This report is only available as a PDF. Click to download. … The Baltics: a heady mix of slowing growth & rising inflation …
6th March 2008
This report is only available as a PDF. Click to download. … Romania's final fling …
4th March 2008
This report is only available as a PDF. Click to download. … Russia: No change in direction as Medvedev takes the reins …
28th February 2008
This report is only available as a PDF. Click to download. … Poland: interest rates to rise to 6% …
27th February 2008
We expect Slovakia to be given the go-ahead to join the euro-zone from January next year, despite concerns over mounting medium-term inflationary pressures. This should give a renewed impetus to growth in the near-term, and while the reform process has …
26th February 2008
This report is only available as a PDF. Click to download. … Free floating forint points to rate cuts later this year …
25th February 2008
This report is only available as a PDF. Click to download. … Hryvnia revaluation still looks likely …
22nd February 2008
This report is only available as a PDF. Click to download. … Migrant flows - the UK’s loss is Poland’s gain …
21st February 2008
The focus this month will be on Hungary, where a recent drop in the forint could prompt a 50bps hike in interest rates. Elsewhere, another 25bps cut is possible in Turkey depending on currency developments but we think that policymakers are underplaying …
19th February 2008
