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
Emerging Europe Economics Focus Slovakia: kicking out the koruna We expect Slovakia to be given the go-ahead to join the euro-zone from January next year, despite concerns over mounting medium-term inflationary pressures. This should give a renewed impetus to... 26th February 2008 · 1 min read
UK Economics Update Migrant flows - the UK’s loss is Poland’s gain The reported increase in the number of Polish workers returning home from the UK will favour Poland’s growth prospects to the detriment of the UK’s. However, this is a long-term development that will... 21st February 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
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 Focus Will Russian equities buck the global trend? There a good reasons to expect the Russian equity market to boom this year, despite wider fears that global equity markets will continue to struggle against a backdrop of slower growth in the world... 29th January 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 Economics Focus Can Emerging Europe weather a global slowdown? Emerging Europe looks well placed to weather a global economic slowdown in 2008. But there are significant risks to the outlook and it would be complacent to assume that the region can sail through a... 8th 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
