Emerging Europe Economic Outlook Emerging Europe Outlook: Brightening prospects – more so if Ukraine war ends We’ve raised our GDP growth forecasts across most of the region for this year and think that Central and Eastern European (CEE) economies will pick up pace going into 2026, despite the headwind from... 27th March 2025 · 21 mins read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Feb.) 24th February 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Feb. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Talks between the US and Russia have raised expectation about an end to the war in Ukraine... 20th February 2025 · 1 min read
Emerging Europe Rapid Response Israel GDP (Q4) The slowdown in Israeli GDP growth, to 2.5% q/q annualised, in Q4 suggests the drag on activity from rising tensions with Hezbollah last quarter was a bit larger than we expected. The recent... 17th February 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Jan. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Economies in Eastern Europe picked up a bit of momentum at the end of 2024, but we don’t... 31st January 2025 · 1 min read
Emerging Europe Economics Weekly Emerging Europe Weekly: Israel-Hamas Ceasefire, CEE Forum The ceasefire deal agreed between Israel and Hamas this week will, if it sticks, lead to a sustained improvement in the outlook for growth, inflation and the public finances in Israel. We also outline... 17th January 2025 · 7 mins read
Emerging Europe Economics Update Israel after the war: what comes next? The Israeli cabinet’s decision to delay a vote on approving the ceasefire with Hamas adds a high degree of uncertainty as to whether it will take effect on Sunday, as intended. If a ceasefire can... 16th January 2025 · 6 mins read
Middle East & North Africa Economics Weekly MENA Weekly: Ceasefire in Gaza, Egypt’s fiscal future The provisional ceasefire deal in Gaza, subject to final approval from both sides (which Israel's PM Netanyahu has called into question today), could mark a major de-escalatory step. For the... 16th January 2025 · 7 mins read
Global Economics Update The implications of the Israel-Hamas ceasefire The ceasefire reportedly agreed between Israel and Hamas is likely to have significant consequences for some countries in the region, notably Israel itself as well as Jordan and Egypt. But the... 15th January 2025 · 5 mins read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Jan.) The Bank of Israel (BoI) left its policy rate on hold again today, at 4.50%, but the accompanying communications struck a slightly more dovish tone and we think that it will be in a position to cut... 6th January 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Dec. 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Economies in Eastern Europe are struggling heading into 2025, and policymakers have... 20th December 2024 · 1 min read
Emerging Europe Economic Outlook Growth under pressure amid persistent inflation Slowing growth across Emerging Europe in recent quarters has set a downbeat tone heading into 2025. With domestic and external headwinds remaining strong, we think that most economies in the region... 17th December 2024 · 22 mins read
Emerging Europe Economics Weekly Fall of Assad, new NATO spending target? The fall of Syria’s President Bashar al-Assad last weekend is a geopolitical blow to Russia, but has been warmly welcomed by many others. Turkey, in particular, could benefit from more influence in... 13th December 2024 · 8 mins read
Emerging Europe Economics Weekly RUB under pressure, Israel ceasefire, Romania election New US sanctions on Russia’s financial system have contributed to a sharp sell-off in the ruble this week and, while a tightening of capital controls has eased pressure on the currency over the past... 29th November 2024 · 7 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Nov. 2024) The weak run of activity data out of Emerging Europe continued over the past month and, while the region is more insulated from Trump’s tariff threats than some other EMs, the risks to our already... 28th November 2024 · 1 min read
