Emerging Europe Economics Rapid Response Turkey Interest Rate Announcement (Sep.) Turkey’s central bank delivered a 500bp interest rate hike at today’s meeting, to 30.00%, providing further encouragement about policymakers’ commitment to tackling the inflation problem. A lot more... 21st September 2023 · 2 mins read
Emerging Europe Economics Rapid Response Poland Activity Data (Aug.) This page has been updated with additional analysis since first publication. Poland’s retail sales and industrial production figures for August suggest that the economy may be at the early stages... 21st September 2023 · 2 mins read
Emerging Europe Economics Rapid Response Russia Interest Rate Announcement (Sep.) 15th September 2023 · 2 mins read
Emerging Europe Economics Rapid Response Turkey Activity Data (Jul.) 12th September 2023 · 2 mins read
Emerging Europe Economics Rapid Response Russia Consumer Prices (Aug.) The further rise in Russian inflation to 5.2% y/y in August is a sign that the economy is bumping up against capacity constraints and we think it will continue to increase over the coming months. The... 8th September 2023 · 2 mins read
Emerging Europe Economics Rapid Response Poland Interest Rate Announcement (Sep.) 6th September 2023 · 2 mins read
Emerging Europe Economics Rapid Response Turkey Consumer Prices (Aug.) The jump in Turkish inflation to a much stronger-than-expected 58.9% y/y last month, coming shortly after bumper Q2 GDP figures, means the central bank (CBRT) is likely to follow up last month’s 750bp... 4th September 2023 · 2 mins read
Emerging Europe Economics Rapid Response Manufacturing PMIs (Aug.) The manufacturing PMIs for August suggest that industrial sectors in Poland, Czechia and Turkey remained in the doldrums last month, but Russia’s PMI rose further and the prices balances provide... 1st September 2023 · 2 mins read
Emerging Europe Economics Rapid Response Poland Consumer Prices (Aug. Flash Est.) The fact that Polish inflation remained in double-digits in August, at 10.1% y/y, means that an interest rate cut at the central bank’s meeting next week now seems very unlikely. That said, we think... 31st August 2023 · 2 mins read
Emerging Europe Economics Rapid Response Turkey GDP (Q2 2023) The bumper Turkish Q2 GDP growth figure of 3.5% q/q, taken together with more timely figures for Q3 confirms that demand continues to run hot, despite the recent policy U-turn. This will keep... 31st August 2023 · 2 mins read
Emerging Europe Economics Rapid Response Economic Sentiment Indicators (Aug.) The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally rose in August and suggest that the region may be on the road to recovery. What’s more, firms’... 30th August 2023 · 2 mins read
Emerging Europe Economics Rapid Response Hungary Interest Rate Announcement (Aug.) The Hungarian central bank (MNB) announced another 100bp cut to its quick deposit rate (the key policy rate at the moment) today, to 14.00%, and we think that this rate will be cut by another 100bp... 29th August 2023 · 2 mins read
Emerging Europe Economics Rapid Response Turkey Interest Rate Announcement (Aug.) 24th August 2023 · 2 mins read
