Data released this week suggest that the Czech economic recovery is continuing to gather momentum. The risks to our GDP growth forecasts there have shifted to the upside and the central bank's easing cycle has almost certainly run its course. In contrast, soft CPI data out of Poland suggest that an interest rate cut at the central bank’s meeting next week is looking the most likely outcome. Meanwhile, our updated EM financial risk indicators are providing warning signs for Russia’s banking system.
We’ll be discussing EM risk in a 20-minute online Drop-In at 15.00 GMT on Wednesday 5th November. (Register here.)
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