Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … Czech Rep: Q4 growth was high water mark …
15th February 2008
This report is only available as a PDF. Click to download. … Turkish policymakers playing a risky game …
14th February 2008
This report is only available as a PDF. Click to download. … Slovakia & Hungary: A tale of two economies …
Financial markets across Emerging Europe have sold off sharply over the last month as concerns about the health of the global economy continue to build, denting investor risk appetite. Equities have been hit particularly hard. The Turkish ISE Index is …
This report is only available as a PDF. Click to download. … Turkish lira looks more vulnerable than forint …
11th February 2008
This report is only available as a PDF. Click to download. … Czech Rep: At least one more hike to come …
7th February 2008
This report is only available as a PDF. Click to download. … Turkish policymakers set to pause despite dip in inflation …
6th February 2008
This report is only available as a PDF. Click to download. … Romanian rate hike underlines inflation concerns …
4th February 2008
This report is only available as a PDF. Click to download. … Russian overseas investment plans pose little threat …
1st February 2008
This report is only available as a PDF. Click to download. … Russian resurgence hits new high …
31st January 2008
This report is only available as a PDF. Click to download. … Polish rate hike reflects resilience of economy …
30th January 2008
There a good reasons to expect the Russian equity market to boom this year, despite wider fears that global equity markets will continue to struggle against a backdrop of slower growth in the world economy and rising risk aversion. Admittedly, the main …
29th January 2008
The focus this month will be on Poland, where we expect the National Bank to raise interest rates by 25bps in response to rising inflationary pressures. We expect policymakers elsewhere in the region to remain on hold, but see further interest rate hikes …
18th January 2008
This report is only available as a PDF. Click to download. … Turkey: Monetary policy approaching a crossroads …
17th January 2008
This report is only available as a PDF. Click to download. … Labour markets continue to tighten (Jan 08) …
15th January 2008
This report is only available as a PDF. Click to download. … Russia: Stronger ruble key to cooling inflation …
9th January 2008
Emerging Europe looks well placed to weather a global economic slowdown in 2008. But there are significant risks to the outlook and it would be complacent to assume that the region can sail through a period of weaker global growth completely unaffected. …
8th January 2008
This report is only available as a PDF. Click to download. … Romania: Today's hike the first of several in 2008 …
7th January 2008
This report is only available as a PDF. Click to download. … Shining stars enter 2008 with plenty of momentum (Dec 07) …
20th December 2007
We remain upbeat on the growth outlook for Emerging Europe. But this is largely due to our positive assessment of the prospects for Russia and to a lesser extent Turkey and Poland, which between them account for around 75% of the region’s output. …
14th December 2007
This report is only available as a PDF. Click to download. … Turkey: CBRT delivers another 50bps cut, more on the way …
13th December 2007
This report is only available as a PDF. Click to download. … Russia: President Medvedev, Prime Minister Putin …
11th December 2007
This report is only available as a PDF. Click to download. … Czech Rep: Q3 GDP slows, but outlook pretty good …
7th December 2007
As usual, December’s rate setting meetings in Central Europe have been brought forward a week to avoid a clash with the Christmas break. We expect interest rates to remain on hold across the region, but further hikes in Poland and the Czech Republic are …
6th December 2007
This weekend’s parliamentary elections underlined that while President Putin will hand over the keys to his Presidential residence next March, he will retain the reins of power. For the economy this means business as usual. Growth should remain strong in …
4th December 2007
This report is only available as a PDF. Click to download. … Poland: Q3 GDP surprises on upside, outlook remains good …
30th November 2007
This report is only available as a PDF. Click to download. … Czech Republic: Further hikes to 4% next year …
29th November 2007
This report is only available as a PDF. Click to download. … Poland: Further rate hikes to come …
28th November 2007
This report is only available as a PDF. Click to download. … Hungary: Latest inflation report points to fewer rate cuts …
26th November 2007
This report is only available as a PDF. Click to download. … Risk appetite will continue to drive markets...for now …
23rd November 2007
The Baltics and parts of the Balkans run the risk of experiencing a nasty end to a recent period of very strong growth. But while a soft landing remains our central scenario, a further dip in global risk appetite could prompt a series of exchange rate …
21st November 2007
Brace yourselves for what could be an actionpacked series of rate-setting meetings next week. A 25bps hike in Polish interest rates is pretty much guaranteed following the spike in inflation last month. Policymakers in the Czech Republic could also hike …
19th November 2007
This report is only available as a PDF. Click to download. … Hungary: weak wage data to prompt rate cut? …
16th November 2007
This report is only available as a PDF. Click to download. … Turkey: Surprise move points to front-loading of rate cuts …
14th November 2007
This report is only available as a PDF. Click to download. … Hungary: Weak Q3 GDP heightens National Bank's dilemma …
This report is only available as a PDF. Click to download. … Slovakia: Q3 GDP surprises on upside, inflation risks build …
13th November 2007
Inflationary pressures are continuing to build across much of Emerging Europe. Strong growth is causing capacity constraints to bite and has pushed up core inflation in the Baltics, Balkans and Russia. But food prices are also rising. While this is partly …
9th November 2007
This report is only available as a PDF. Click to download. … Hungary: More good news, but public finances still Achilles Heel …
7th November 2007
This report is only available as a PDF. Click to download. … Russia: unpicking the impact of higher oil prices …
2nd November 2007
This report is only available as a PDF. Click to download. … National Bank of Hungary stays on hold at 7.5% …
29th October 2007
This report is only available as a PDF. Click to download. … Central Europe: Higher oil prices to boost inflation? …
24th October 2007
This report is only available as a PDF. Click to download. … Poland: Opposition victory greeted with cautious optimism …
22nd October 2007
This report is only available as a PDF. Click to download. … Markets recovery still going strong (Oct 07) …
19th October 2007
The future direction of interest rate movements across Central Europe remains clear cut - rates need to rise in Poland and the Czech Republic and fall in Hungary. But pinning down the likely timing of such moves remains tricky. This month, there is a good …
17th October 2007
This report is only available as a PDF. Click to download. … Turkey: CBT to maintain policy of measured easing …
16th October 2007
Although the medium-term growth fundamentals in Emerging Europe look good, the region has yet to reach a point where growth has become self-sustaining. In particular, economic prospects are still dependent on developments in Western Europe. So with the …
11th October 2007
This report is only available as a PDF. Click to download. … Russia: Medium-term inflation outlook deteriorating …
8th October 2007
The rally in emerging market equities following September’s Fed rate cut has prompted fears of a nascent bubble in emerging market assets. In Emerging Europe, equity markets in Russia and Turkey have seen particularly strong gains. In the near-term, it is …
1st October 2007
This report is only available as a PDF. Click to download. … Five reasons not to worry about a Russian banking crisis …
28th September 2007
This report is only available as a PDF. Click to download. … Central Europe: interest rate convergence has further to go …
27th September 2007
