Emerging Europe Economic Outlook Clouds gather over the growth outlook (Q3 2008) The outlook for Emerging Europe has deteriorated in recent months. Weaker growth in the euro-zone will hit manufacturers, while consumers are facing twin headwinds of higher inflation and tighter... 29th September 2008 · 1 min read
Emerging Europe Economics Update Currency markets take centre stage (Sep 08) On the whole, inflation pressures are easing across the region. But the ability of policymakers to cut interest rates in response will be governed by developments in the currency markets. We see scope... 22nd September 2008 · 1 min read
Emerging Europe Chart Pack Russian & Ukrainian markets hit by political risk (Sep 08) While the conflict in South Ossetia is likely to have little direct impact on the Russian economy, financial markets have been hit hard by a rise in political risk. The currency has dropped by 3%... 8th September 2008 · 1 min read
Emerging Europe Economics Update Tightening cycle drawing to a close (Aug 08) Interest rates are nearing their peaks across Emerging Europe. Indeed, policymakers in the Czech Republic actually cut interest rates by 25bps earlier this month and seem intent on reducing borrowing... 19th August 2008 · 1 min read
Emerging Europe Chart Pack Growth outlook starts to weaken (Aug 08) The outlook for Emerging Europe has deteriorated in recent months. A combination of weaker growth in the euro-zone and stronger currencies has hit manufacturers, while consumers are facing the twin... 7th August 2008 · 1 min read
Emerging Europe Economics Update Further hikes to come in Turkey (Jul 08) All the focus over the coming months will be on Turkey, where we expect policymakers to follow up a likely rate hike this week with further monetary tightening. Elsewhere in the region, while... 15th July 2008 · 1 min read
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 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 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
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
