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 Economics Focus Romania: a 21st century manufacturing hub? Romania has the potential to become a regional manufacturing hub, but resistance to reform is likely to prevent it from fulfilling its true potential. Accordingly, a much-needed rebalancing of the... 4th 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
UK Economics Update Wide wage differentials won't stop migration falling This week’s House of Lords report has put immigration under the spotlight again. But the discussion about whether immigration should be capped may soon be irrelevant. Although we doubt that real wage... 4th April 2008 · 1 min read
Emerging Europe Economics Focus How strong are Emerging Europe's banks? We do not expect Emerging Europe to suffer a major banking crisis despite the recent collapse of major Western institutions such as Bear Stearns and Northern Rock. But while there is scope for the... 3rd 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 Focus Russia: How to tame double-digit inflation Russian inflation has returned with a vengeance. As a result, the Central Bank (CBR) already looks certain to miss its end-year target of 8.5%. But the response of policymakers will be dictated by... 11th March 2008 · 1 min read
