Emerging Europe Economics Update Hungary plays chicken with the markets This is the first edition of our new monthly publication Emerging Europe Watch. This will summarise the major talking points in the region and preview key data and events. In this issue we look at... 18th January 2012 · 1 min read
Emerging Europe Economics Update Vienna 2.0 shaping up to be a damp squib Yesterday’s “Vienna Initiative” meeting adds to our fears that euro-zone policymakers are now less willing to step in to help Emerging Europe than in 2008/09. Of course, much depends on how events pan... 17th January 2012 · 1 min read
Emerging Europe Chart Pack Sliding back into recession The past month has brought further evidence – if any were needed – that Emerging Europe will not escape unscathed from the gathering storm in the euro-zone. Unsurprisingly, perhaps, the region’s most... 19th December 2011 · 1 min read
Emerging Europe Economics Update Inflation threat is not as big as many fear Headline inflation has picked up across much of Emerging Europe. But we don’t think this threat is as big as some commentators are suggesting since underlying inflationary pressures are subdued. With... 14th December 2011 · 1 min read
Emerging Europe Economics Update Central Europe’s underlying inflation still weak On the face of it at least, the latest rise in inflation in Central Europe is deeply worrying, not least since it has come against a backdrop of slowing growth. But a closer look at the data reveals... 13th December 2011 · 1 min read
Emerging Europe Economic Outlook Euro crisis to trigger recessions further east The deepening turmoil in the euro-zone is likely to drag large parts of Emerging Europe into recession over the next year. Financial sector vulnerabilities mean that recession risks are greatest in... 7th December 2011 · 1 min read
Europe Economics Focus How and when will the euro-zone break up? The continued escalation of the euro-zone debt crisis suggests that some form of break-up of the currency union is now likely to come sooner rather than later. We expect Greece to leave the euro in... 28th November 2011 · 1 min read
Emerging Europe Chart Pack Euro crisis starts to bite Despite the deepening crisis in the euro-zone, data released over the past month showed that growth accelerated in a number of countries in Emerging Europe in the third quarter of this year. Yet while... 22nd November 2011 · 1 min read
Emerging Europe Economics Update Pillars of decent Q3 growth already crumbling The raft of third quarter GDP data released today contained some positive surprises – notably stronger than expected growth in Hungary and Romania. But given the speed at which the euro-crisis has... 15th November 2011 · 1 min read
Emerging Europe Chart Pack Markets rebound, but growth slowing Financial markets in Emerging Europe have rebounded following this summer’s turmoil. Equity markets (Turkey aside) have rallied by around 8% or more this month, while the region’s currencies have... 28th October 2011 · 1 min read
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
Emerging Europe Chart Pack Markets battered as euro-crisis deepens The past couple of days have seen a rebound in the region’s financial markets, but this has reversed only a fraction of the losses seen over the past month. Most equity markets, for example, are still... 29th September 2011 · 1 min read
Emerging Europe Economic Outlook Here comes the slowdown The deepening crisis in the euro-zone reinforces our view that growth in Emerging Europe will slow by more than most expect over the next year. We expect the region’s economy as a whole to expand by... 16th September 2011 · 1 min read
Emerging Europe Chart Pack Growth fears back with a bang Growth clouds are gathering over Emerging Europe. Leading indicators, such the manufacturing PMIs, have weakened across the board, growth in key export markets (notably Germany) is cooling and Q2 GDP... 25th August 2011 · 1 min read
Emerging Europe Economics Update Q2 slowdown a sign of things to come Leading indicators suggest that annual growth slowed in pretty much every economy in the region in Q2 of this year. Unfortunately, rather than being just a temporary blip, we think that this is a sign... 3rd August 2011 · 1 min read
Emerging Europe Chart Pack Inflation close to peaking Inflation is close to peaking in most countries in Emerging Europe. Indeed, it may already have done so in Russia. 29th July 2011 · 1 min read
