Emerging Europe Chart Pack Turkey leading the recovery, Russia lagging behind The latest activity data from Emerging Europe have been something of a mixed bag. Turkey is leading the recovery as a rebound in credit growth has fuelled domestic demand. Here, we think GDP growth... 21st March 2013 · 1 min read
Emerging Europe Chart Pack Bottoming out GDP data released over the past month showed that growth in Emerging Europe slumped to a postcrisis low of just 0.8% y/y in the final quarter of last year. Nonetheless, the latest surveys suggest that... 28th February 2013 · 1 min read
Emerging Europe Economic Outlook Outlook improves, but downside risks remain Growth in Emerging Europe sank to a post-crisis low in the final quarter of 2012 but the latest surveys suggest that the outlook has brightened a little since the turn of the year. We expect growth to... 27th February 2013 · 1 min read
Emerging Europe Economics Update Euro-zone risks ease but banks remain fragile The continued improvement in sentiment towards the euro-zone has simultaneously eased external funding conditions for Emerging Europe’s banks and reduced the threat of financial contagion from the... 4th February 2013 · 1 min read
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 Growth slows in the Baltic States Q2’s GDP data provide the first sign that the impressive bounce in growth in the Baltic States is coming to an end. Growth decelerated in Latvia and slowed to a crawl in Lithuania and Estonia. A... 10th 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
