Emerging Europe Economics Update Tightening cycle drawing to a close (Aug 08) Interest rates are nearing their peaks across Emerging Europe. Indeed, policymakers in the Czech Republic actually cut interest rates by 25bps earlier this month and seem intent on reducing borrowing... 19th 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 Update Further hikes to come in Turkey (Jul 08) All the focus over the coming months will be on Turkey, where we expect policymakers to follow up a likely rate hike this week with further monetary tightening. Elsewhere in the region, while... 15th 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 Economics Update Central Banks still in tightening mode (Jun 08) 17th June 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 Economics Update Further rate hikes in the pipeline (May 08) 19th May 2008 · 1 min read
Emerging Europe Economics Focus Is the improvement in the Czech public finances sustainable? The remarkable improvement in the Czech public finances since the early part of this decade is unlikely to be sustained over the next couple of years. In fact, we think that the fiscal deficit could... 8th 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 Economics Update Central Banks turn hawkish (Mar 08) Central Banks across the region are turning increasingly hawkish in response to rising inflationary pressures and turmoil in global financial markets. We expect interest rates to be hiked in Poland... 21st April 2008 · 1 min read
Emerging Europe Economics Update Still in hawkish mode (Apr 08) Emerging Europe Central Bank Watch 1 Apr. 2008 EMERGING EUROPE CENTRAL BANK WATCH Policymakers across the region remain in hawkish mode. A sharp spike in wage growth is likely to prompt another 50bps... 21st 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
Emerging Europe Chart Pack Central Banks buck global trend and turn hawkish (Mar 08) Central Banks across the region are turning hawkish, despite the fact that their counterparts in the West are adopting an increasingly dovish stance in the face of a global economic slowdown. The... 13th March 2008 · 1 min read
Emerging Europe Economics Update Currency weakness to prompt hike in Hungary (Feb 08) The focus this month will be on Hungary, where a recent drop in the forint could prompt a 50bps hike in interest rates. Elsewhere, another 25bps cut is possible in Turkey depending on currency... 19th February 2008 · 1 min read
