Emerging Europe Chart Pack Sentiment picks up but growth still weak The outlook for Emerging Europe has brightened considerably at the start of the year. Equities have rallied while the latest survey data from key euro-zone export markets have picked up markedly... 30th January 2013 · 1 min read
Emerging Europe Chart Pack A tough end to the year Growth across Emerging Europe has continued to slow in recent months and is likely to remain extremely weak in 2013. Official data suggest that the region grew by less than 2% y/y in the third quarter... 17th December 2012 · 1 min read
Emerging Europe Chart Pack Growth slows, markets rally A raft of recently released Q3 GDP data for Emerging Europe paints a pretty gloomy picture. The Czech and Hungarian economies are still stuck in recession, while even the region’s better performers –... 29th November 2012 · 1 min read
Emerging Europe Economic Outlook Slowdown has further to run A strong labour market combined with low and stable mortgage rates have not been able to prevent a small rise in mortgage arrears. Possessions are currently being kept low by continued lender... 22nd November 2012 · 1 min read
Emerging Europe Chart Pack Economic slowdown spreads to strongest performers The slowdown across Emerging Europe has intensified in recent months. We reckon that the region’s economy expanded at an annual pace of around 1.5-2.0% in Q3, down from 2.5% in Q2 and an average of 4... 26th October 2012 · 1 min read
Emerging Europe Chart Pack Central banks step up to the plate Central banks in Emerging Europe are starting to respond to the economic downturn that has spread across the region. Interest rates were cut this month in the Czech Republic, Hungary and Turkey, and... 28th September 2012 · 1 min read
Emerging Europe Economics Update Russia’s policy conundrum Policymakers in Russia are likely to find themselves in something of a bind over the coming months – while growth is starting to slow, inflation looks set to accelerate. For now it seems that... 6th September 2012 · 1 min read
Emerging Europe Chart Pack Domestic austerity continues to bite A raft of GDP data released this month showed that growth slowed across most of Emerging Europe in the second quarter. Hungary and the Czech Republic were the worst performing economies, as both sank... 30th August 2012 · 1 min read
Emerging Europe Economic Outlook Region’s star performers set to lose their shine The slowdown in Emerging Europe in recent months is a sign of things to come, and we expect a number of countries to spend the next year in recession. The most obvious concern on the horizon remains... 23rd August 2012 · 1 min read
Emerging Europe Economics Update Can the bond rally last? Emerging European bonds have rallied over the past couple of months. In the case of Hungary and Turkey we are doubtful that it can be sustained, but in the Czech Republic and Poland, it may have... 9th August 2012 · 1 min read
Emerging Europe Chart Pack A disappointing Q2 Deepening problems in the euro-zone continue to take their toll on Emerging Europe. Most of the region’s economies appear to have weakened in Q2. Even the region’s strongest performers, Russia and... 27th July 2012 · 1 min read
Emerging Europe Economics Update Don’t get carried away by talk of rate cuts At first glance, it looks like the tide is turning towards looser monetary policy in Emerging Europe. But while there may be one or two rate cuts over the coming month, we wouldn’t get carried away... 16th July 2012 · 1 min read
Emerging Europe Economics Focus What would euro break-up mean for Emerging Europe? The economic and financial effects of a limited break-up of the euro-zone could knock some 2-3% off the level of Emerging Europe’s GDP by the end of 2013. But a bigger, more disorderly, break-up would... 27th June 2012 · 1 min read
Emerging Europe Chart Pack Growth outlook worsens This month’s data brought further evidence – if any were needed – that the euro-crisis is casting a long cloud over Emerging Europe. Business surveys have deteriorated further, suggesting that growth... 26th June 2012 · 1 min read
Emerging Europe Economics Update The PMI puzzle Manufacturing PMIs in Central Europe have weakened significantly over the past couple of months as the economic outlook has darkened. The one crumb of comfort, however, is that they have not fallen as... 19th June 2012 · 1 min read
Emerging Europe Economic Outlook Euro-crisis takes centre stage The crisis in the euro-zone continues to cast a long shadow over the outlook for Emerging Europe. Most countries are already feeling the effects of weaker export demand, and the very open economies in... 12th June 2012 · 1 min read
