Emerging Europe Economics Update Russia: Forget the growth rates, it’s the levels that matter 20th November 2009 · 1 min read
Emerging Europe Economics Update Easing-cycle may be over, but hikes are not imminent (Nov 09) After an aggressive easing of monetary policy over the past year, we now think that interest rates have troughed in Poland, Turkey and the Czech Republic. However policymakers in all three will retain... 20th November 2009 · 1 min read
Emerging Europe Economics Update Turkey: Could this be the end of the easing-cycle? 19th November 2009 · 1 min read
Emerging Europe Economics Update Hungary: wage growth to remain subdued 17th November 2009 · 1 min read
Emerging Europe Economics Update Best days of the ruble rally have passed 5th November 2009 · 1 min read
Emerging Europe Economics Update Suspending Polish debt rules: Good for growth, bad for bonds 4th November 2009 · 1 min read
Emerging Europe Economics Update Turkey: where will inflation go from here? 3rd November 2009 · 1 min read
Emerging Europe Economics Update Too soon to call the top in Russian equities 29th October 2009 · 1 min read
Emerging Europe Economics Update Will Estonia be the next to join the euro? 23rd October 2009 · 1 min read
Emerging Europe Economics Update Will Turkey be next to tax capital inflows? 21st October 2009 · 1 min read
Emerging Europe Economics Update Russia: $18bn government bond issue just the tip of the iceberg 19th October 2009 · 1 min read
Emerging Europe Economics Update Hungary: interest rate cuts will do little to lift economy 19th October 2009 · 1 min read
Emerging Europe Economics Update Markets still premature in pricing in rate hikes (Oct 09) Although monetary easing-cycles in much of the region are drawing to a close, we still do not expect rates to be hiked anywhere before the second half of 2010. Turkey is likely to be the first to... 16th October 2009 · 1 min read
