Emerging Europe Chart Pack Markets take another hammering (Feb 08) Financial markets across Emerging Europe have sold off sharply over the last month as concerns about the health of the global economy continue to build, denting investor risk appetite. Equities have... 14th February 2008 · 1 min read
Emerging Europe Economics Update Policy tightening set to resume in Poland (Jan 08) The focus this month will be on Poland, where we expect the National Bank to raise interest rates by 25bps in response to rising inflationary pressures. We expect policymakers elsewhere in the region... 18th January 2008 · 1 min read
Emerging Europe Chart Pack Labour markets continue to tighten (Jan 08) 15th January 2008 · 1 min read
Emerging Europe Chart Pack Shining stars enter 2008 with plenty of momentum (Dec 07) 20th December 2007 · 1 min read
Emerging Europe Economic Outlook Positive growth outlook conceals mounting risks (Q4 2007) We remain upbeat on the growth outlook for Emerging Europe. But this is largely due to our positive assessment of the prospects for Russia and to a lesser extent Turkey and Poland, which between them... 14th December 2007 · 1 min read
Emerging Europe Economics Update Policymakers to pause before Christmas break (Dec 07) As usual, December’s rate setting meetings in Central Europe have been brought forward a week to avoid a clash with the Christmas break. We expect interest rates to remain on hold across the region... 6th December 2007 · 1 min read
Emerging Europe Economics Update Poland and Czech Rep. to hike, Hungary to cut (Nov 07) Brace yourselves for what could be an actionpacked series of rate-setting meetings next week. A 25bps hike in Polish interest rates is pretty much guaranteed following the spike in inflation last... 19th November 2007 · 1 min read
Emerging Europe Chart Pack Inflation pressures continue to mount (Nov 07) Inflationary pressures are continuing to build across much of Emerging Europe. Strong growth is causing capacity constraints to bite and has pushed up core inflation in the Baltics, Balkans and Russia... 9th November 2007 · 1 min read
Emerging Europe Chart Pack Markets recovery still going strong (Oct 07) 19th October 2007 · 1 min read
Emerging Europe Economics Update Further cut in Hungary looks likely (Oct 07) The future direction of interest rate movements across Central Europe remains clear cut - rates need to rise in Poland and the Czech Republic and fall in Hungary. But pinning down the likely timing of... 17th October 2007 · 1 min read
Emerging Europe Economic Outlook Growth outlook good, bubble fears overdone (Q3 2007) The rally in emerging market equities following September’s Fed rate cut has prompted fears of a nascent bubble in emerging market assets. In Emerging Europe, equity markets in Russia and Turkey have... 1st October 2007 · 1 min read
Emerging Europe Economics Update Hungary cut looks on the cards (Sep 07) The focus this month will be on Hungary, where we think that interest rates are likely to be cut by 25bps, subject to ongoing developments in the currency markets. We expect policy makers elsewhere in... 18th September 2007 · 1 min read
Emerging Europe Chart Pack Q2 GDP growth a mixed bag (Sep 07) Second quarter GDP growth figures released last month proved to be something of a mixed bag. While Russia and Slovakia continue to boom and overheating remains a concern in Latvia and Lithuania... 17th September 2007 · 1 min read
Emerging Europe Economics Update Hungary to cut as inflation outlook improves (Aug 07) The focus this month will be on Hungary, where an updated inflation report should pave the way for a 25bps cut in interest rates. We expect rates to remain on hold elsewhere in the region. 14th August 2007 · 1 min read
Emerging Europe Chart Pack Markets hit by increased investor risk aversion (Aug 07) The troubles in US credit markets prompted a sell-off in Emerging Europe assets last month. Equity markets initially fell by around 2-7%, currencies by 2-5% and bond spreads rose by around 40bps as... 8th August 2007 · 1 min read
Emerging Europe Economics Update Czech Rep to hike as labour market tightens (Jul 07) The focus this month will be on the Czech Republic, where both we and the markets are predicting a 25bps rise in interest rates to 3%. Elsewhere, interest rates are likely to remain on hold in Hungary... 17th July 2007 · 1 min read
