Europe Economic Outlook Crisis 2.0? The onset of deflation in the euro-zone and the recent developments in Greece have served as powerful reminders of the lasting effects of the region’s debt crisis. The ECB will seek to tackle... 20th January 2015 · 1 min read
Emerging Europe Data Response Central & Eastern Europe GDP (Q3) Third quarter GDP data for Central and Eastern Europe were surprisingly strong given the headwinds facing the region from Russia and, in particular, the euro-zone. 14th November 2014 · 1 min read
Emerging Europe Economic Outlook Crisis in Russia to weigh on regional growth Growth across Emerging Europe has slowed in recent months and we expect it to remain soft over the coming quarters. The economies of Central Europe will continue to be held back by weakness in Germany... 12th November 2014 · 1 min read
Emerging Europe Chart Pack Renewed weakness in Germany hits Central Europe The past month has brought further evidence of weaker growth in Central Europe. Admittedly, August’s particularly disappointing data appear to have been distorted by variations in summer holidays. And... 24th October 2014 · 1 min read
Europe Economic Outlook Stalled recovery adds to pressure on policymakers The European economic recovery has weakened, with the euro-zone now at risk of recession and countries outside the region feeling the effects on their exports. While the euro-zone’s peripheral... 13th October 2014 · 1 min read
Emerging Europe Chart Pack Currency sell-off highlights divisions in rate outlook The sharp sell-off in the Russian ruble and Turkish lira this month couldn’t have come at a worse time for policymakers. Growth is sluggish in both countries, but high inflation and concerns about... 30th September 2014 · 1 min read
Emerging Europe Economics Update Euro-zone more to blame for Q2 slowdown than Ukraine The slowdown in Central and South Eastern Europe in the second quarter has raised concerns about the region’s exposure to the crisis in Ukraine. In this Watch, we dig deeper into the GDP data to see... 11th September 2014 · 1 min read
Emerging Europe Economic Outlook Emerging Europe Economic Outlook The recovery in Emerging Europe has fizzled out in recent months and we think growth will be sluggish over the coming quarters. The crisis in Ukraine presents one headwind, particularly for Russia... 5th September 2014 · 1 min read
Emerging Europe Chart Pack CEE recovery loses steam The raft of second quarter GDP data released in Central and South Eastern Europe this month showed that growth eased across much of the region. It’s tempting to interpret this as a sign that the... 20th August 2014 · 1 min read
Emerging Europe Economics Update Q2 GDP data show recovery in CEE losing momentum Softer growth across much of Central and Eastern Europe in Q2 is likely to be attributed to spillovers from the crisis in Ukraine but, while this may have weighed on business confidence in some... 14th August 2014 · 1 min read
Emerging Europe Economics Update Q2 GDP data to show Central Europe’s recovery losing steam The raft of second quarter GDP data due to be published next week is likely to show that the recovery in Central and South Eastern Europe lost steam. Worryingly, having made a bright start to Q2... 8th August 2014 · 1 min read
Emerging Europe Chart Pack Interest rates heading in opposite directions The Russian central bank caused a surprise earlier this month by hiking its one-week repo rate in a pre-emptive move to limit capital outflows ahead of a fresh sanctions imposed by the US and EU. This... 30th July 2014 · 1 min read
Emerging Europe Economics Update A more challenging second half of the year The latest batch of activity data suggests that growth in Central Europe may be losing steam. Coming alongside signs that the German economy is also losing momentum, this suggests that the pace of the... 9th July 2014 · 1 min read
Europe Economic Outlook As good as it gets? While the European economic recovery probably picked up a bit of speed in the second quarter of the year, there are growing signs that Q2 was as good as it is likely to get. Activity indicators in the... 8th July 2014 · 1 min read
Emerging Europe Chart Pack Contagion from Bulgarian bank run limited The latest activity data suggest that growth across Emerging Europe has strengthened in recent months, but there are a few clouds on the horizon. For a start, the latest data from Germany, the largest... 30th June 2014 · 1 min read
Emerging Europe Economics Focus Central and Eastern Europe: competitive again The pre-crisis boom years in Central and Eastern Europe (CEE) led to an erosion of external competitiveness which is one reason why the recovery from the 2008-09 crisis has been so sluggish. But... 11th June 2014 · 1 min read
