Emerging Europe Economics Weekly

Ukraine gets a boost, but funding fatigue still a risk

The $61bn US aid package for Ukraine approved this week will provide a much needed boost to Ukraine’s efforts on the battlefield, but the delays that the funding has faced over recent months casts a...

26th April 2024 · 10 mins read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Apr. 2024)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The paring back of expectations for interest rate cuts in advanced economies this month...

25th April 2024 · 1 min read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Dec. 2023)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation and interest rates will fall across Central and Eastern Europe in 2024 and an...

19th December 2023 · 1 min read

Emerging Europe Economic Outlook

Inflation fight is far from over

Inflation and interest rates will fall across Central and Eastern Europe (CEE) in 2024 and an economic recovery is likely to take hold across the region. But the task of bringing inflation back to...

7th December 2023 · 25 mins read

Emerging Europe Economics Weekly

Hawkish CEE central banks, EU expanding further east

Communications from central bankers across Central and Eastern Europe this week struck a decisively hawkish tone, suggesting that interest rates could be left on hold across most of the region in the...

10th November 2023 · 9 mins read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Oct. 2023)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Russia and Turkey had a strong first half to the year, but large policy tightening is...

19th October 2023 · 1 min read

Commodities Update

Ukraine’s grain exports will struggle to stay afloat

The price of wheat and corn will stay historically high for now, as Russia’s withdrawal from the Black Sea Grain Initiative has re-ignited concerns about supply from Ukraine. We think that prices will...

11th October 2023 · 4 mins read

Emerging Europe Economics Weekly

Turkey rebalancing, UAH, Glapinski’s guidance

Data out of Turkey this week provided some of the first clear signs that the recent policy U-turn is starting to rebalance the economy. This couldn’t come any sooner – Turkey remains among the most...

6th October 2023 · 7 mins read

Emerging Europe Economics Weekly

Poland-Ukraine dispute, Romania's fiscal reforms

Poland’s announcement this week that it would no longer supply weapons to Ukraine doesn't pose an immediate threat to Ukraine’s war effort, but cracks in support are clearly emerging across the region...

22nd September 2023 · 8 mins read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Sep. 23)

Russia and Turkey had a strong first half to the year, but large policy tightening is likely to result in a sharp slowdown in 2024. Inflation pressures look set to keep building and further interest...

20th September 2023 · 1 min read

Emerging Europe Economics Update

CEE: net migration outflows to slow sharply this decade

Economies in Central and Eastern Europe (CEE) have experienced large and persistent net migration outflows in recent decades, but the tide has shifted in the past five years or so as outflows have...

3rd August 2023 · 6 mins read

UK Commercial Property Update

Will less generous online returns help retail property?

Recent economic difficulties have forced online retail to tighten their returns policies. At face value, this seems good news for retail property as it may shift demand back to stores for certain...

8th June 2023 · 3 mins read

Emerging Europe Chart Pack

Current account positions improve, but risks remain

There has been further evidence over the past month that resilient export growth, weak domestic demand and lower energy prices have helped to improve current account positions across Central and...

31st May 2023 · 15 mins read

UK Housing Market Update

High immigration helps explain record rent rise

High net immigration helps explain why rental growth accelerated to its fastest pace on record last year. Immigration won’t be as high this year, adding to the reasons to think that rental growth has...

30th May 2023 · 3 mins read

Emerging Europe Chart Pack

Inflation past the peak, but big challenges lie ahead

Inflation has finally turned a corner. Headline inflation rates fell in March in all 14 economies that we cover, the first synchronised drop in more than a decade. This partly reflects base effects...

26th April 2023 · 15 mins read