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 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 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 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 Chart Pack Central Bank activism could be on the rise (Jul 07) Recent events suggest that Central Banks across Emerging Europe could be becoming more activist. Last month, the National Bank of Hungary cut rates by 25bps to 7.75%, without an accompanying... 11th July 2007 · 1 min read
Emerging Europe Economic Outlook Growth to remain strong; inflation rates to converge (Q2 2007) The growth outlook across Emerging Europe remains good. We expect the region to grow by just over 6% this year, broadly unchanged from the 6.3% expansion achieved last year. Favourable weather... 29th June 2007 · 1 min read
Emerging Europe Chart Pack Labour market tightening continues (Jun 07) Labour markets across Central Europe and the Baltics are tightening. Last month unemployment hit record lows in the Czech Republic and Latvia and wage growth accelerated to fresh highs in Poland... 21st June 2007 · 1 min read
Emerging Europe Chart Pack Strong Q1 growth underlines positive outlook (May 07) Preliminary estimates of Q1 GDP have so far confirmed our view that the regional growth outlook remains strong. Growth in Russia accelerated to nearly 8% in the last quarter, only marginally slower... 17th May 2007 · 1 min read
Emerging Europe Chart Pack Growth outlook still favourable (Mar 07) Latest indicators suggest that the growth outlook for the region generally remains good. While domestic demand is now slowing in most countries, from very strong levels last year, there are notable... 4th May 2007 · 1 min read
Emerging Europe Chart Pack Inflation rates start to diverge (Apr 07) Inflation trends across the region are diverging. In Poland, the Czech Republic and the Baltics, strong growth is starting to hit capacity constraints, causing price pressures to build. Inflation has... 4th May 2007 · 1 min read
Emerging Europe Economic Outlook Growth outlook looks good; Hungary is the exception (Q1 2007) The growth outlook across Emerging Europe remains positive. The region should grow by around 6% this year, slower than the 6.5% expansion achieved last year. Strong credit growth and FDI inflows will... 29th March 2007 · 1 min read
Emerging Europe Economic Outlook Strong growth outlook conceals policy risks (Q3 2006) The growth outlook for Emerging Europe generally remains strong, with demand driven by high levels of investment and the continued rapid expansion of household credit. With GDP growth in the euro-zone... 20th December 2006 · 1 min read
Emerging Europe Economic Outlook Markets become less tolerant of bad policy (Q2 2006) The recent sell-off across global equity markets naturally extended into the emerging European markets, but the impact has varied widely. Countries with strong fiscal positions and stable governments... 12th July 2006 · 1 min read
Emerging Europe Economic Outlook Growth outlook remains strong, but EMU targets slip (Q1 2006) The growth outlook remains good, and will benefit in 2006 from the economic recovery in neighbouring Germany, lower oil prices and buoyant business/consumer confidence across the region. Convergence... 16th February 2006 · 1 min read
Emerging Europe Economic Outlook Growth remains robust, despite political wobbles (Q3 2005) Growth across Central and Eastern Europe has been solid in 2005, and the outlook remains positive, especially with euro-zone growth set to improve next year. However, heightened fears of inflation... 1st November 2005 · 1 min read
