Europe Commercial Property Update Will the surge in Warsaw industrial rents continue? Warsaw industrial rents have seen an unprecedented surge in recent months on the back of strong demand and supply constraints due to the war in Ukraine. And while growth is set to slow significantly... 1st August 2023 · 3 mins read
Emerging Europe Economics Weekly Turkey’s Erkan in the spotlight, Israel’s pivotal week Turkey's new central bank governor presented a much more realistic set of inflation forecasts and delivered a convincing message at her first Inflation Report briefing this week. The priority is... 28th July 2023 · 10 mins read
Emerging Markets Economics Update EM food security risks back in the spotlight Risks to EM food supply have increased amid the likelihood of an El Niño, the end to the Black Sea grain deal and India’s rice export ban. Countries in the Middle East and Africa are the most... 28th July 2023 · 4 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 26th July 2023 · 1 min read
Emerging Europe Economics Update Israel’s judicial reforms present key downside risks The Israeli government’s decision to press ahead with its controversial judicial reforms won’t necessarily cause foreign investment into Israel to dry up, but the direction of policymaking threatens... 25th July 2023 · 4 mins read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (July) Hungary’s central bank (MNB) announced another 100bp cut to its one-day quick deposit rate (the key policy rate at the moment) today, to 15.00%, and this is likely to be followed by 100bp cuts at each... 25th July 2023 · 2 mins read
Emerging Europe Economics Weekly Russia’s fiscal pressures, Turkey’s policy shift on thin ice A raft of comments from senior policymakers at the Russian Ministry of Finance this week highlight the pressures that the public finances are under. For now, policymakers are responding by tightening... 21st July 2023 · 7 mins read
Emerging Europe Rapid Response Poland Activity Data (June) June’s retail sales and industrial production data out of Poland suggest that the economy held up relatively well last month, but we doubt that this is the start of a strong rebound in activity. We... 21st July 2023 · 2 mins read
