Emerging Europe Rapid Response Manufacturing PMIs (Dec.) The manufacturing PMIs out of Central and Eastern Europe (CEE) and Turkey for December suggest that industrial sectors ended 2023 on a relatively soft note. But Russia remained the outlier, where the... 2nd January 2024 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Dec. 2023) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation and interest rates will fall across Central and Eastern Europe in 2024 and an... 19th December 2023 · 1 min read
Emerging Europe Economics Weekly Assessing Russia's war hit, change of guard in Poland Analysis by the US Treasury Department published this week gained a lot of attention for highlighting that Russia’s economy is now 5% smaller due to the war and sanctions than it otherwise would have... 15th December 2023 · 9 mins read
Emerging Europe Rapid Response Russia Interest Rate Announcement (Dec.) 15th December 2023 · 2 mins read
Emerging Europe Rapid Response Russia Consumer Prices (Nov.) The rise in Russian inflation to 7.5% y/y in November is likely to be followed by further increases in the coming months as the economy continues to overheat. We think this CPI release supports the... 8th December 2023 · 2 mins read
Emerging Europe Economics Weekly Tusk vs. Glapinski heating up, Russia's policy troubles The debate around whether Polish central bank governor Adam Glapinski could be brought before the State Tribunal and be removed from his post took twists and turns this week. But at this stage the... 8th December 2023 · 6 mins read
Emerging Europe Economic Outlook Inflation fight is far from over Inflation and interest rates will fall across Central and Eastern Europe (CEE) in 2024 and an economic recovery is likely to take hold across the region. But the task of bringing inflation back to... 7th December 2023 · 25 mins read
Emerging Europe Economics Weekly CEE inflation won’t follow euro-zone to target in 2024 Investors increased their expectations for interest rate cuts by the ECB after November’s soft euro-zone inflation print this week, but in parts of Central and Eastern Europe (CEE) the latest... 1st December 2023 · 9 mins read
Emerging Europe Rapid Response Manufacturing PMIs (Nov.) The manufacturing PMIs in Central and Eastern Europe rose in November suggesting that industrial sectors in the region are turning a corner, while Russia’s PMI remained near multi-year highs. That... 1st December 2023 · 2 mins read
Emerging Europe Rapid Response Russia Activity Data (Oct.) Russia’s economy looks to have started Q4 on fairly solid footing and we think GDP growth of 3.0-3.3% this year is now highly likely. Support from loose fiscal policy and a strong labour market should... 29th November 2023 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Nov. 23) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Russia and Turkey had a strong first half to the year, but large policy tightening is... 23rd November 2023 · 1 min read
Emerging Europe Economics Weekly Israel rate cut bets increase, key stories from Q3 GDP Data for October out of Israel this week suggest that the initial impact of the conflict with Hamas on the export sector was fairly limited, that inflation pressures continued to ease and that the... 17th November 2023 · 7 mins read
Emerging Europe Rapid Response Russia GDP (Q3) The rise in Russian GDP growth to 5.5% y/y in Q3 was larger than expected and adds to evidence that the economy continued to overheat last quarter. With fiscal policy set to loosen further and... 15th November 2023 · 2 mins read
Emerging Europe Economics Update Russia: outlook remains fragile despite oil price boost The squeeze on Russia’s budget and current account positions has eased over the second half of this year, largely thanks to a rise in oil prices. Higher energy revenues next year should help to limit... 15th November 2023 · 5 mins read
Emerging Europe Rapid Response Russia Consumer Prices (Oct.) The further chunky rise in Russian inflation to 6.7% y/y in October provides additional evidence that demand is outstripping supply in Russia’s economy. We think that inflation will continue to rise... 10th November 2023 · 2 mins read
Emerging Europe Economics Weekly Turkey’s central bank, Russian ruble, Israel’s offensive Turkey's central bank governor delivered another convincing message at this week's Inflation Report briefing and suggested that further policy tightening will be delivered over the coming months... 3rd November 2023 · 9 mins read
