Emerging Europe Chart Pack Markets hit by fresh euro concerns Financial markets across Emerging Europe have been hit by fresh concerns about the euro-zone debt crisis in recent weeks. So far at least, the sell-off in the region’s markets has not been as dramatic... 26th April 2012 · 1 min read
Emerging Europe Economics Update Euro-zone crisis still the big risk for region’s banks Our latest Banking Heat Map paints a mixed picture: in some countries (notably Hungary and the Baltic States) credit continues to shrink, in others (Turkey) a boom in lending over the past year or so... 17th April 2012 · 1 min read
Emerging Europe Economics Update Hungary’s fiscal woes an obstacle to EU-IMF deal Fresh concerns about the Hungarian government’s willingness to accept the conditions for help from the EU and IMF have led to renewed tensions in its financial markets. Attention has focused on... 16th April 2012 · 1 min read
Emerging Europe Economics Update Core inflation weakens in Eastern Europe Headline inflation remains above-target in most of Emerging Europe. But inflation fell in several countries last month while core price pressures are subdued everywhere apart from Turkey. 13th April 2012 · 1 min read
Emerging Europe Economics Update Turkish rebalancing: so far, so good but much further to go February’s current account data show that the rebalancing of the Turkish economy is progressing more smoothly than we had feared. At its current rate of progress, it will still take another 18 months... 11th April 2012 · 1 min read
Emerging Europe Economics Update Evaluating Hungary’s Early FX Repayment Scheme The introduction of Hungary’s early FX mortgage repayment scheme last September was one in a chain of events that severely dented market confidence in local policymaking and sent the economy to the... 5th April 2012 · 1 min read
Emerging Europe Economics Update Net exports boost Turkish growth The deceleration of the Turkish economy in Q4 was not as bad as we had feared. However, the strength of net exports masked a much sharper slowdown in domestic demand – a process which has much further... 2nd April 2012 · 1 min read
Emerging Europe Economics Update Region stabilising, but Q1 growth still lacklustre The manufacturing PMIs for March add to recent data suggesting that, while conditions in Emerging Europe are slowly improving, growth in Q1 of this year was still pretty lacklustre. The sharp jump in... 2nd April 2012 · 1 min read
Emerging Europe Chart Pack Market rally loses its shine The rally in financial markets since the start of the year has lost some steam in recent weeks. Most stock markets have fallen by around 2-3% since the start of the month and most currencies lost a... 28th March 2012 · 1 min read
Emerging Europe Economics Update Turkey and Hungary hamstrung by the markets Central banks in both Hungary and Turkey kept interest rates unchanged today as the recent increase in market tensions snuffed out any hope of a shift towards looser policy. We expect the bias towards... 27th March 2012 · 1 min read
Emerging Europe Economics Update Turkey’s current account deficit not just about oil The recent spike in oil prices will make it harder for Turkey to rein in its current account deficit. But there is more to Turkey’s current account shortfall than simply the high cost of energy... 21st March 2012 · 1 min read
Europe Commercial Property Update Which European office markets are most at risk of oversupply? Within Europe, office markets in the euro-zone’s peripheral region appear to be most at risk of oversupply over the next two years. But less obviously, office markets in Amsterdam and Budapest also... 20th March 2012 · 1 min read
Emerging Europe Economics Update It’s the levels, stupid! The wide dispersion of growth rates across Emerging Europe masks big differences in the fundamental health of the region’s economies. In this Watch we explain why looking at levels of GDP is a much... 20th March 2012 · 1 min read
Emerging Europe Economics Update Making sense of the latest inflation data February’s inflation data were stronger than expected across Emerging Europe, fuelling concerns that the recent jump in oil prices is feeding into higher headline inflation. But we think this reading... 14th March 2012 · 1 min read
Emerging Europe Economic Outlook Growth still set to disappoint Tensions in financial markets have eased in recent months, but the outlook for Emerging Europe remains challenging. We expect the region to grow by just 1.3% this year and 3.0% in 2013. This is well... 14th March 2012 · 1 min read
Europe Commercial Property Update Are deal volumes in Emerging Europe property markets set to fall? Investment market activity across Central & Eastern Europe (CEE) in the final stages of 2011 was not as weak as the initial estimates suggested. Even so, because of the weak economic outlook for most... 13th March 2012 · 1 min read
