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Emerging Europe Watch

Monthly summary of our views on major talking points, along with previews of key upcoming data and events.

Sample - Euro-crisis takes centre stage

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Emerging Europe Economics > Emerging Europe Watch — 10 May, 2012Q1 GDP data should impress – but can it last?Emerging Europe Economics > Emerging Europe Watch — 05 Apr, 2012Evaluating Hungary’s Early FX Repayment Scheme Emerging Europe Economics > Emerging Europe Watch — 20 Mar, 2012It’s the levels, stupid!Emerging Europe Economics > Emerging Europe Watch — 15 Feb, 2012Euro-zone bank deleveraging still a threat to growth Emerging Europe Economics > Emerging Europe Watch — 18 Jan, 2012Hungary plays chicken with the markets Emerging Europe Economics > Emerging Europe Watch — 14 Dec, 2011Inflation threat is not as big as many fear Emerging Europe Economics > Emerging Europe Watch — 14 Nov, 2011Euro-crisis takes centre stage Emerging Europe Economics > Emerging Europe Watch — 21 Oct, 2011Little room for manoeuvre Emerging Europe Economics > Emerging Europe Watch — 23 Sep, 2011Focus shifts to boosting growth & safeguarding stability Emerging Europe Economics > Emerging Europe Watch — 18 Aug, 2011Case for rate cuts set to strengthen

Emerging Europe Economics > Emerging Europe Watch — 19 Jul, 2011E.coli outbreak not the only disinflationary factor Emerging Europe Economics > Emerging Europe Watch — 16 Jun, 2011Inflation still driven by food and energy Emerging Europe Economics > Emerging Europe Watch — 20 May, 2011Inflation fears to fade by the end of the year Emerging Europe Economics > Emerging Europe Watch — 18 Apr, 2011Poles apart Emerging Europe Economics > Emerging Europe Watch — 29 Mar, 2011ECB rate hikes won't prompt knee-jerk response in CEE Emerging Europe Economics > Emerging Europe Watch — 17 Feb, 2011Turkey shifts to 'wait and see' mode Emerging Europe Economics > Emerging Europe Watch — 21 Jan, 2011Picking apart the mixed messages on rates Emerging Europe Economics > Emerging Europe Watch — 14 Dec, 2010Monetary policy to get creative in 2011 Emerging Europe Economics > Emerging Europe Watch — 17 Nov, 2010Polish MPC split down the middle Emerging Europe Economics > Emerging Europe Watch — 18 Oct, 2010Turkey steps up its 'exit strategy' (Oct 10)

Emerging Europe Economics > Emerging Europe Watch — 20 Sep, 2010Still in no rush to tighten (Sep 10)Emerging Europe Economics > Emerging Europe Watch — 20 Aug, 2010Policymakers to look through any food price spike (Aug 10)Emerging Europe Economics > Emerging Europe Watch — 16 Jul, 2010Inflation pressures still thin on the ground (Jul 10)Emerging Europe Economics > Emerging Europe Watch — 18 Jun, 2010Markets still overstating pace of tightening (Jun 10)Emerging Europe Economics > Emerging Europe Watch — 18 May, 2010Politics comes into play in Hungary (May 10)Emerging Europe Economics > Emerging Europe Watch — 15 Apr, 2010Changes at the top do not change outlook for policy (Apr 10)Emerging Europe Economics > Emerging Europe Watch — 19 Mar, 2010Rates hikes still not imminent (Mar 10)Emerging Europe Economics > Emerging Europe Watch — 18 Feb, 2010Policymakers to look through rise in inflation (Feb 10)Emerging Europe Economics > Emerging Europe Watch — 21 Jan, 2010In no rush to tighten (Jan 10)Emerging Europe Economics > Emerging Europe Watch — 18 Dec, 2009Policymakers to retain their dovish bias (Dec 09)

Emerging Europe Economics > Emerging Europe Watch — 20 Nov, 2009Easing-cycle may be over, but hikes are not imminent (Nov 09)Emerging Europe Economics > Emerging Europe Watch — 16 Oct, 2009Markets still premature in pricing in rate hikes (Oct 09)Emerging Europe Economics > Emerging Europe Watch — 18 Sep, 2009Talk of rate hikes to prove premature (Sep 09)Emerging Europe Economics > Emerging Europe Watch — 19 Aug, 2009Easing-cycles still have further to run (Aug 09)Emerging Europe Economics > Emerging Europe Watch — 15 Jul, 2009Rates set to fall as confidence edges up (Jul 09)Emerging Europe Economics > Emerging Europe Watch — 17 Jun, 2009Market still underestimating scope for rate cuts (Jun 09)Emerging Europe Economics > Emerging Europe Watch — 19 May, 2009Pick-up in inflation to prompt pause in easing cycle (May 09)Emerging Europe Economics > Emerging Europe Watch — 17 Apr, 2009Pace of cuts eases, but rates still set to fall (Apr 09)Emerging Europe Economics > Emerging Europe Watch — 17 Mar, 2009Rates still set for record lows despite market turmoil (Mar 09)Emerging Europe Economics > Emerging Europe Watch — 18 Feb, 2009Pace of cuts to ease but still heading for record lows (Feb 09)

Emerging Europe Economics > Emerging Europe Watch — 14 Jan, 2009Rates heading for record lows (Jan 09)Emerging Europe Economics > Emerging Europe Watch — 12 Dec, 2008Rates set to fall despite currency risks (Dec 08)Emerging Europe Economics > Emerging Europe Watch — 18 Nov, 2008Falling currencies to prevent dramatic rate cuts (Nov 08)Emerging Europe Economics > Emerging Europe Watch — 15 Oct, 2008Rate cuts won’t keep pace with ECB (Oct 08)Emerging Europe Economics > Emerging Europe Watch — 22 Sep, 2008Currency markets take centre stage (Sep 08)Emerging Europe Economics > Emerging Europe Watch — 19 Aug, 2008Tightening cycle drawing to a close (Aug 08)Emerging Europe Economics > Emerging Europe Watch — 15 Jul, 2008Further hikes to come in Turkey (Jul 08)Emerging Europe Economics > Emerging Europe Watch — 17 Jun, 2008Central Banks still in tightening mode (Jun 08)Emerging Europe Economics > Emerging Europe Watch — 19 May, 2008Further rate hikes in the pipeline (May 08)Emerging Europe Economics > Emerging Europe Watch — 21 Apr, 2008Central Banks turn hawkish (Mar 08)

Emerging Europe Economics > Emerging Europe Watch — 21 Apr, 2008Still in hawkish mode (Apr 08)Emerging Europe Economics > Emerging Europe Watch — 19 Feb, 2008Currency weakness to prompt hike in Hungary (Feb 08)Emerging Europe Economics > Emerging Europe Watch — 18 Jan, 2008Policy tightening set to resume in Poland (Jan 08)Emerging Europe Economics > Emerging Europe Watch — 06 Dec, 2007Policymakers to pause before Christmas break (Dec 07)Emerging Europe Economics > Emerging Europe Watch — 19 Nov, 2007Poland and Czech Rep. to hike, Hungary to cut (Nov 07)Emerging Europe Economics > Emerging Europe Watch — 17 Oct, 2007Further cut in Hungary looks likely (Oct 07)Emerging Europe Economics > Emerging Europe Watch — 18 Sep, 2007Hungary cut looks on the cards (Sep 07)Emerging Europe Economics > Emerging Europe Watch — 14 Aug, 2007Hungary to cut as inflation outlook improves (Aug 07)Emerging Europe Economics > Emerging Europe Watch — 17 Jul, 2007Czech Rep to hike as labour market tightens (Jul 07)Emerging Europe Economics > Emerging Europe Watch — 06 Jul, 2007Weak labour data to signal cuts in Hungary (Jun 07)

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