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
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 Update Bulgarian bank failure puts region’s lenders back in spotlight The nationalisation of the troubled Bulgarian bank, Corporate Commercial Bank, over the weekend has put attention back onto Emerging Europe’s fragile financial sector. Given the rise in non-performing... 23rd 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
Emerging Europe Economics Update More to Turkey’s rebalancing than meets the eye Turkish Q1 GDP data due tomorrow are likely toreinforce optimism in the markets that the economyis undergoing a smooth rebalancing, with netexports taking over from domestic demand as themain driver... 9th June 2014 · 1 min read
Emerging Europe Economics Update The ECB and what it means for Central & Eastern Europe Yesterday’s move by the ECB is another reason to think that monetary policy in Central and Eastern Europe (CEE) will remain loose for longer than most people expect. However, the impact of the ECB’s... 6th June 2014 · 1 min read
Emerging Europe Economic Outlook Weak growth masks diverging prospects Growth in Emerging Europe is set to remain sluggish over the next couple of years, due in large part to continued weakness in the region’s largest economy, Russia, and a looming slowdown in the region... 4th June 2014 · 1 min read
Emerging Europe Economics Update Russian markets rebound as Ukraine concerns take a back seat Russian equities and the ruble have been the region’s best performers over the past month following conciliatory remarks from Russia’s President Putin as well as Petro Poroshenko’s victory in Ukraine... 29th May 2014 · 1 min read
Emerging Europe Chart Pack Ukraine crisis pushes Russia towards recession The raft of Q1 GDP data released this month showed a growing divergence in the region. The crisis in Ukraine and threat of Western sanctions took a heavy toll on the Russian economy, which seems to be... 23rd May 2014 · 1 min read
Emerging Europe Economics Update Q1 GDP data to show strengthening recovery in Central Europe This week’s preliminary first quarter GDP data for Central and South Eastern Europe are likely to show that the region’s economic recovery strengthened at the start of the year, in spite of fears of... 13th May 2014 · 1 min read
Emerging Europe Economics Update Unrest in east Ukraine has limited effect on markets Financial markets across Emerging Europe have proved relatively resilient to the recent escalation in political unrest in eastern Ukraine. But at the same time, the recovery from the losses earlier in... 23rd April 2014 · 1 min read
Emerging Europe Chart Pack Central Europe recovers as Russia struggles The latest activity data show that the recovery in Central Europe that started in the second half of last year gathered pace in Q1. Our GDP trackers suggest that growth in the Czech Republic, Hungary... 16th April 2014 · 1 min read
Emerging Europe Economics Update Fiscal stimulus alone won’t revive Russia’s economy The discussion about how to soften the fallout from the Ukraine crisis on the Russian economy has started to shift towards fiscal stimulus, with key ministers advocating looser fiscal policy earlier... 10th April 2014 · 1 min read
Emerging Europe Chart Pack Crisis in Crimea takes its toll on Russia The escalation of the crisis on the Crimean peninsula is already taking a toll on Russia. The economy was doing little more than stagnate even before geopolitical tensions flared up. And large scale... 26th March 2014 · 1 min read
Emerging Europe Economic Outlook Ukraine crisis clouds outlook, but Central Europe recovering The crisis in Ukraine has unsettled the markets, but the economic fallout should be contained to the two countries directly involved – Ukraine and Russia. Ukraine is by far the more fragile of the two... 12th March 2014 · 1 min read
