Emerging Europe Chart Pack Consumer and business confidence starts to return (Oct 09) After collapsing across the board earlier in the year, consumer and business confidence indicators have rebounded sharply over the past six months. In some cases, they are approaching pre-crisis... 29th October 2009 · 1 min read
Emerging Europe Chart Pack Fiscal concerns coming to the fore (Sep 09) As deep recessions in the region have unfolded, all countries in Emerging Europe have experienced a sharp deterioration in their public finances. Some nations, particularly those that have turned to... 30th September 2009 · 1 min read
Emerging Europe Economic Outlook Brighter outlook but still facing an uphill struggle (Q3 2009) We have nudged up our GDP forecasts for the region’s most open economies, predominantly those in Central Europe, in response to a modest improvement in the outlook for Western Europe. The inventory... 22nd September 2009 · 1 min read
Emerging Europe Economics Focus Will deficit financing trigger a surge in Russian inflation? There are good reasons to think that monetisation of Russia’s budget deficit will not necessarily lead directly to a pick-up in inflation. But it adds to the downside risks facing the ruble. We expect... 4th September 2009 · 1 min read
Emerging Europe Chart Pack Q2 GDP data paint a mixed picture (Aug 09) While some economies managed to post quarterly growth in Q2, others continued to contract sharply. We think that there are still plenty of reasons to be cautious, even in those countries that appear... 27th August 2009 · 1 min read
Emerging Europe Chart Pack Signs of improvement but recovery will be weak (Jul 09) Recent data releases suggest that the rate of decline across Emerging Europe has started to ease. But while the region as a whole may no longer be in freefall, there are a number of reasons to remain... 30th July 2009 · 1 min read
Emerging Europe Chart Pack Rally running out of steam (Jun 09) The strong rebound that had swept through financial markets in Emerging Europe since March has seemingly run out of steam. Equity markets across the region have lost ground since the start of June... 30th June 2009 · 1 min read
Emerging Europe Economic Outlook Eventual recovery to expose sharp country divisions (Q2 2009) A modest improvement in the outlook for Western Europe means that some countries in Emerging Europe - notably Poland, Turkey and the Czech Republic - could now see a return to positive growth in Q1 of... 25th June 2009 · 1 min read
Europe Commercial Property Update Were rental value falls a sign of things to come in Russia? Developments in the commercial property market normally tend to follow developments in the real economy with a lag. But with hindsight, it seems that the devastating falls in rental values reported in... 12th June 2009 · 1 min read
Emerging Europe Chart Pack Off to an horrific start (May 09) Q1 GDP data released over the past month paint a grim picture, with most economies in the region contracting at a record pace. This is unsurprising given the meltdown in the region’s banking sector at... 28th May 2009 · 1 min read
Emerging Europe Chart Pack ‘Green shoots’ still thin on the ground (Apr 09) There have been welcome signs that the pace of decline in the region’s economy has started to ease in recent weeks. But we think a recovery remains some way off. First, while consumer and business... 30th April 2009 · 1 min read
Emerging Europe Chart Pack From falling markets to falling governments (Mar 09) Financial markets across Emerging Europe have recovered following last month’s sell-off. Currencies are up by 2% and equities have soared. But the recovery owes more to a general pick-up in global... 30th March 2009 · 1 min read
Emerging Europe Economic Outlook Worst recession since post-Communist 'shock therapy' (Q1 2009) Emerging Europe is in turmoil. While financial markets have stabilised somewhat following a sharp sell-off earlier this year, this owes more to a general recovery in global risk appetite than it does... 23rd March 2009 · 1 min read
Emerging Europe Chart Pack Industry collapses (Jan 09) Industrial output across the entire region has collapsed in recent months. While there are some country-specific factors at play, such as falling oil output in Russia and the ongoing turmoil in... 26th February 2009 · 1 min read
Emerging Europe Chart Pack In the eye of the storm (Feb 09) Financial markets across Emerging Europe are in turmoil. The immediate trigger for this latest sell-off appears to be fresh concerns over the health of the region’s banking sector. But the bigger... 26th February 2009 · 1 min read
Emerging Europe Chart Pack 2009: A year-long hangover (Dec 08) It would be an understatement to suggest that 2008 has been a disastrous year for financial markets in the region. Currencies are down by as much as 40% against the dollar, equities have plunged and... 23rd December 2008 · 1 min read
