Emerging Europe Chart Pack Activity rebounding as economies re-open The region’s economies have continued to rebound strongly over the past month as virus outbreaks have largely been contained and restrictions have been lifted. Surveys of sentiment in the services... 28th July 2021 · 13 mins read
Emerging Europe Chart Pack Recovery takes hold and inflation pressures build Economic activity across Emerging Europe is rebounding strongly now that virus waves have passed and restrictions have been lifted. The recovery in Q2 looks to have been strongest in Russia, Israel... 24th June 2021 · 15 mins read
Emerging Europe Chart Pack Inflation risks build, central banks start to react The strength of inflation and expectations for a strong economic recovery have prompted a clear hawkish shift among Central European central banks. We think it will take time for a majority in favour... 27th May 2021 · 15 mins read
Emerging Europe Chart Pack Third waves subside, outlook brightens Third virus waves held back recoveries in most countries in Q1, but the good news is that they appear to have peaked as new daily COVID-19 cases have fallen since mid-March. Russia has so far avoided... 28th April 2021 · 13 mins read
Emerging Europe Chart Pack Region leading the EM central bank policy shift Emerging Europe has been at the heart of the shift in EM monetary policy over the past month, with central banks in Russia, Turkey and Ukraine raising interest rates in March. The triggers for... 25th March 2021 · 14 mins read
Emerging Europe Chart Pack Headwinds to the recovery mount Emerging Europe came through the second virus wave in Q4 in a better state than we had expected, with services sectors holding up and industry booming in Central Europe. But the headwinds have mounted... 24th February 2021 · 13 mins read
Emerging Europe Chart Pack A bumpy and uneven recovery Russia and Poland have been regional outperformers in recent months due the relatively light-touch containment measures in the former and the strength of export-orientated sectors in the latter. But... 22nd January 2021 · 11 mins read
Emerging Europe Chart Pack Vaccine offers hope, but challenges still lie ahead Daily new COVID-19 infections have levelled off or fallen in most parts of Central Europe and there are signs that activity has started to rebound. But the fresh rise in new cases this month in... 17th December 2020 · 16 mins read
Emerging Europe Chart Pack Rally in Emerging Europe markets has further to run The positive news on COVID-19 vaccines has provided a boost to the region’s economic outlook and this has underpinned a rally in local financial markets. The general improvement in risk appetite and... 26th November 2020 · 16 mins read
Emerging Europe Chart Pack Virus restrictions to trigger a renewed downturn The coronavirus outbreak across the region has gone from bad to worse. The Czech Republic has one of the highest per capita infection rates in the world and the two-week national lockdown until... 28th October 2020 · 16 mins read
Emerging Europe Chart Pack Rising cases threaten the recovery in Central Europe The speed and size of the rise in new coronavirus cases in parts of Central and Eastern Europe is now starting to challenge our optimism about the strength of the recovery. The Czech Republic, Hungary... 24th September 2020 · 16 mins read
Emerging Europe Chart Pack Belarus becoming a thorn in Russia’s side Political instability in Belarus has prompted speculation about how President Putin will respond to calm the situation. Mr. Putin is working to maintain close ties with Belarus, but the more that the... 27th August 2020 · 16 mins read
Emerging Europe Chart Pack Turkey back in the firing line Turkish financial markets have come under renewed pressure this month, underlining the risks posed by the country’s low level of foreign exchange reserves and large external financing needs. The... 30th July 2020 · 15 mins read
Emerging Europe Chart Pack Economic activity recovers strongly in May and June Lockdown measures dealt a heavy blow to economies across the region in April, but the latest data offer encouraging signs that activity has recovered quickly over the past couple of months. Economic... 23rd June 2020 · 16 mins read
Emerging Europe Chart Pack Past the worst The coronavirus crisis has dealt a heavy blow to the economies of Emerging Europe over the past few months but the worst of the downturn now appears to have passed. As infection curves have flattened... 27th May 2020 · 15 mins read
Emerging Europe Chart Pack Early signs point to steep economic downturn There are encouraging signs that the authorities in Central Europe have brought the virus under control and policymakers are slowly starting to ease lockdown measures, which will support a recovery in... 29th April 2020 · 12 mins read