Emerging Europe Economic Outlook ‘Super Deficit’ countries heading for recession (Q4 2008) The outlook for Emerging Europe remains bleak. The economies of the ‘Super Deficit’ countries (Ukraine, Hungary, Turkey, the Baltics and the Balkans) look set to contract next year as the global... 8th December 2008 · 1 min read
Emerging Europe Chart Pack Crisis deepens in the ‘Super Deficit’ countries (Nov 08) As the global credit crunch intensifies, those countries in Emerging Europe with large external financing needs have been forced to turn to the IMF and EU for emergency funding. Hungary and Ukraine... 27th November 2008 · 1 min read
Emerging Europe Chart Pack Feeling the pinch (Oct 08) Financial markets in the region have been rocked by the recent sharp downturn in global risk appetite. Equities have plunged by up to 50% in the past month, while spreads on CDS have ballooned... 22nd October 2008 · 1 min read
Emerging Europe Economics Focus Will falling oil prices halt Russia's boom? We now expect real GDP growth in Russia to slow to 5% next year. But contrary to popular belief, this will not be driven by a fall in oil prices, which we now expect to fall to around $70pb over the... 10th October 2008 · 1 min read
Emerging Europe Economic Outlook Clouds gather over the growth outlook (Q3 2008) The outlook for Emerging Europe has deteriorated in recent months. Weaker growth in the euro-zone will hit manufacturers, while consumers are facing twin headwinds of higher inflation and tighter... 29th September 2008 · 1 min read
Emerging Europe Chart Pack Russian & Ukrainian markets hit by political risk (Sep 08) While the conflict in South Ossetia is likely to have little direct impact on the Russian economy, financial markets have been hit hard by a rise in political risk. The currency has dropped by 3%... 8th September 2008 · 1 min read
Asia Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Global Economics Focus Will the BRICs win the inflation battle? We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may... 20th August 2008 · 1 min read
Emerging Europe Chart Pack Growth outlook starts to weaken (Aug 08) The outlook for Emerging Europe has deteriorated in recent months. A combination of weaker growth in the euro-zone and stronger currencies has hit manufacturers, while consumers are facing the twin... 7th August 2008 · 1 min read
Emerging Europe Economics Focus Have record oil prices hit Russian manufacturing? Economic theory suggests that a booming energy sector can often cause a slump in manufacturing output. In Russia’s case, the evidence from recent years is mixed. But even if oil prices do continue to... 29th July 2008 · 1 min read
Emerging Europe Chart Pack Inflation rears its ugly head (Jul 08) The rise in inflation is showing no sign of easing. Headline inflation remains above target in all countries, although price pressures are most acute in the east of the region. Prices are now rising... 10th July 2008 · 1 min read
Emerging Europe Chart Pack Political uncertainty spooks financial markets (Jun 08) Financial markets in parts of the region have been hit by a fresh wave of investor risk aversion over the past month. In Turkey, a surge in inflation coupled with a deterioration in the political... 13th June 2008 · 1 min read
Emerging Europe Economic Outlook Baltics set for recession, while Russia heats up (Q2 2008) The outlook for the region as a whole remains fairly positive, but the prospects for individual economies have diverged markedly. We think that the structure of capital inflows will play a critical... 10th June 2008 · 1 min read
Emerging Europe Chart Pack Fiscal improvement is unsustainable (May 08) The public finances of every country in the region have strengthened considerably over the past few years. But recent developments suggest that this trend may not last for long. Rapid receipts growth... 22nd May 2008 · 1 min read
Emerging Europe Chart Pack Deficit countries start to feel the pinch (Apr 08) The divergence in growth trends across the region is becoming more marked. Countries running large current account deficits have begun to feel the pinch from a deterioration in global financing... 29th April 2008 · 1 min read
Emerging Europe Economic Outlook Growth trends set to diverge (Q1 2008) On the whole, Emerging Europe looks well placed to weather a global economic slowdown. Providing growth in the euro-zone does not slow too sharply, the region should expand by around 6% this year. But... 18th March 2008 · 1 min read
