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Emerging Europe Economics > Emerging Europe Economics Update — Russian MPC cuts rates, but ruble concerns come to the foreEmerging Europe Economics > Emerging Europe Economics Update — First thoughts on Turkey’s mooted new policy rateEmerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Jul.)Emerging Markets Economics > Emerging Markets Activity Monitor — EM growth dragged down by Russia and BrazilEmerging Europe Economics > Emerging Europe Economics Update — Ruble slump concerns CBR, but easing cycle likely to continueGlobal Markets > Global Markets Update — Fed won’t spark EM sell-off today, but data may add to volatilityEmerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation set to rebound despite latest oil price fallEmerging Markets Economics > Emerging Markets Economics Update — No need to fret about recent currency declinesEmerging Europe Economics > Emerging Europe Markets Monitor — Ukrainian debt fears ease a little, but default still likelyEmerging Markets Economics > Frontier Markets Monthly Wrap — Frontier currencies suffer
Emerging Europe Economics > Emerging Europe Chart Book — Greek deal brings sigh of reliefEmerging Europe Economics > Emerging Europe Economics Update — How will Czech policymakers respond to the rising koruna?Emerging Europe Economics > Emerging Europe Economics Update — Turkish central bank keeps rates on hold, but hikes on horizonEmerging Markets Economics > Emerging Markets Economics Chart Book — EM rate cutting cycle nearing an endEmerging Europe Economics > Emerging Europe Economics Update — Russia’s central bank not backtracking on ruble free floatEuropean Commercial Property > European Commercial Property Updates — Warsaw retail set to benefit from strengthening consumer sectorEmerging Europe Economics > Emerging Europe Economics Update — Hungarian MPC ends easing cycle, pledges loose policyEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports nearing a troughEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment, IP (Jun.) & Poland IP (Jun.)Emerging Europe Economics > Emerging Europe Data Response — Poland Consumer Prices (Jun.)
Emerging Europe Economics > Emerging Europe Economics Update — What’s behind the slump in Russian industry?Emerging Markets Economics > Emerging Markets Economic Outlook — Still stuck in a rutPrecious Metals > Precious Metals Data Response — World Gold Official Reserves (May)Global Markets > Emerging Markets Markets Chart Book — Equity sell-off is a Chinese, not EM, phenomenonEmerging Europe Economics > Emerging Europe Watch — “Grexit” and the channels of potential contagion to Emerging EuropeEmerging Markets Economics > Emerging Markets Economics Update — Greece, China and the spillovers to EMsEmerging Europe Economics > Emerging Europe Economics Update — Russia: fiscal squeeze to weigh on growth for years to comeEmerging Europe Economics > Emerging Europe Data Response — Czech CPI (Jun.)Emerging Europe Economics > Emerging Europe Economics Update — Polish MPC plays down risks from GreeceEmerging Europe Economics > Emerging Europe Data Response — Turkey Ind. Prod. (May) & Hungary CPI (Jun.)
Emerging Europe Economics > Emerging Europe Data Response — Czech & Hungary Industrial Production (May)Emerging Europe Economics > Emerging Europe Data Response — Russia CPI (Jun.)Emerging Europe Economics > Emerging Europe Data Response — Turkey CPI (Jun.)Global Markets > Emerging Markets Valuation Monitor — Valuations suggest another currency slump is unlikelyEmerging Europe Economics > Emerging Europe Economics Update — What do July’s utility price hikes mean for Russian inflation?Emerging Europe Economics > Emerging Europe Economics Focus — Emerging Europe: Crisis or recovery?Emerging Markets Economics > Emerging Markets Economics Update — Slump in BRICs manufacturing bottoming outEmerging Europe Economics > Emerging Europe Economics Update — Romanian MPC takes further rate cuts off the tableEmerging Europe Economics > Emerging Europe Data Response — Manufacturing PMIs (Jun.)Emerging Markets Economics > Emerging Markets Activity Monitor — EM growth still slowing, but non-BRICs are picking up
Emerging Markets Economics > Emerging Markets Economics Update — A selection of our key callsEmerging Markets Economics > Emerging Markets Economics Update — Grexit, the euro-crisis and the risks for EMsEmerging Europe Economics > Emerging Europe Economics Update — A primer on the implications of “Grexit” for Emerging EuropeEmerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation to pick up as oil price effect fadesEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Risks building in China, Venezuela in crisisEmerging Markets Economics > Frontier Markets Monthly Wrap — European frontiers vulnerable to mounting threat of “Grexit”Emerging Europe Economics > Emerging Europe Economics Update — Czech MPC tones down dovish commentsEmerging Europe Economics > Emerging Europe Chart Book — Greek crisis casts fresh cloud over outlookEuropean Commercial Property > European Commercial Property Updates — Hungarian retail rents unlikely to take-offEmerging Markets Economics > Emerging Markets Economics Chart Book — EMs can weather Fed lift-off – problems could come later
Emerging Europe Economics > Emerging Europe Economics Update — Hungary’s easing cycle nearing an endEmerging Europe Economics > Emerging Europe Economics Update — Turkey keeps rates on hold, but hikes looking increasingly likelyEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (May)Emerging Europe Economics > Emerging Europe Data Response — Polish Ind. Production, Retail Sales & Construction (May)Emerging Markets Economics > Emerging Markets Trade Monitor — Weak EM exports keep concerns over global demand aliveEmerging Markets Economics > Emerging Markets Economics Update — Fed tightening and EMs: risks revisitedEmerging Europe Economics > Emerging Europe Economics Update — Why there is no free lunch for Russia’s governmentEmerging Europe Economics > Emerging Europe Data Response — Poland Consumer Prices (May)Emerging Europe Economics > Emerging Europe Economics Update — Russian MPC hints at smaller rate cuts aheadEmerging Europe Economics > Emerging Europe Watch — Revisiting the “Grexit” threat to Eastern Europe
Emerging Europe Economics > Emerging Europe Data Response — Turkey Current Account (Apr.)Global Markets > Emerging Markets Markets Chart Book — What next for EM dollar-denominated sovereign bonds?Emerging Europe Economics > Emerging Europe Data Response — Turkey GDP (Q1)Emerging Europe Economics > Emerging Europe Economics Update — Turkish rate hikes back on table amid post-election uncertaintyEmerging Europe Economics > Emerging Europe Data Response — Czech & Hungary CPI (May)Emerging Europe Economics > Emerging Europe Economics Update — After the election: what next for Turkish politics?Emerging Markets Economics > Emerging Markets Economics Update — Oil windfall felt unevenly across EMsEmerging Europe Economics > Emerging Europe Economics Update — Political uncertainty adds to an already ugly picture in TurkeyEmerging Europe Economics > Emerging Europe Economic Outlook — Prospects divergeEuropean Commercial Property > Non-euro European Commercial Property Analyst — Solid outlook for returns despite a handful of downgrades
Emerging Europe Economics > Emerging Europe Data Response — Russia CPI (May)Emerging Europe Economics > Emerging Europe Economics Update — Polish MPC a little less dovish, but nothing to suggest rate hikesEmerging Europe Economics > Emerging Europe Data Response — Turkey CPI (May) & Hungary Retail Sales (Apr.)Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing PMIs point to modest signs of improvementEmerging Europe Economics > Emerging Europe Economics Focus — Turkey’s election: potential outcomes and market implicationsEmerging Europe Economics > Emerging Europe Data Response — Manufacturing PMIs (May)Emerging Markets Economics > Emerging Markets Activity Monitor — EM slowdown shows no sign of abatingEmerging Europe Economics > Emerging Europe Markets Monitor — Equities weaken, bond yields riseEmerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (May)Emerging Europe Economics > Emerging Europe Economics Focus — Is the worst really over for Russia?
Emerging Markets Economics > Emerging Markets Economics Update — Taking stock of a grim Q1European Commercial Property > European Commercial Property Updates — Office rents in Prague and Warsaw to buck the positive trend in 2015Emerging Markets Economics > Emerging Markets Inflation Monitor — EM inflation has troughedEmerging Europe Economics > Emerging Europe Economics Update — Window for further Hungarian rate cuts is closingEmerging Europe Economics > Emerging Europe Economics Update — Law and Justice victory raises populism concerns in PolandEmerging Markets Economics > Emerging Markets Economics Chart Book — Q1 GDP data confirm EM downturnEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (Apr.)Emerging Europe Economics > Emerging Europe Chart Book — Central Europe bucks the EM slowdownEmerging Europe Economics > Emerging Europe Chart Book — Central Europe bucks the EM slowdownEmerging Markets Economics > Frontier Markets Monthly Wrap — Low oil prices a challenge for key frontier markets
Emerging Europe Economics > Emerging Europe Data Response — Polish Ind. Production, Retail Sales & Construction (Apr.)Emerging Europe Economics > Emerging Europe Economics Update — Turkish MPC underplays inflation and current account concernsEuropean Commercial Property > Non-euro European Commercial Property Chart Book — Yields head lower in most marketsEmerging Europe Economics > Emerging Europe Economics Update — Ukraine’s debt restructuring: what to make of the latest movesEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports raise questions over global demandGlobal Markets > Emerging Markets Markets Chart Book — How will EM corporate spreads react to higher US rates?Emerging Europe Economics > Emerging Europe Data Response — Russia GDP (Q1)Emerging Europe Economics > Emerging Europe Data Response — Czech Republic & Poland GDP (Q1)Emerging Europe Economics > Emerging Europe Data Response — Poland Consumer Prices (Apr.)Emerging Markets Economics > Emerging Markets Economics Update — In search of winners from China’s rebalancing
Emerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q2 2015)Emerging Europe Economics > Emerging Europe Economics Update — Turkey’s inflation problem likely to get worseEuropean Commercial Property > European Commercial Property Updates — Hungarian property capital values ready for lift-offEmerging Europe Economics > Emerging Europe Data Response — Hungary, Romania & Slovakia GDP (Q1)Emerging Markets Economics > Emerging Markets Economics Update — What to make of the rise in EM bond yieldsEmerging Europe Economics > Emerging Europe Data Response — Turkey Curr. Acc. (Mar.) & Czech CPI (Apr.)Agricultural Commodities > Agricultural Commodities Update — Return of Russian wheat to put more pressure on pricesEmerging Europe Economics > Emerging Europe Watch — Q1 GDP data to show Russia in recession, Central Europe resilientEmerging Markets Economics > Emerging Markets Economics Update — EM slowdown – why this time is differentEmerging Europe Economics > Emerging Europe Data Response — Turkey Ind. Prod. (Mar.) & Hungary CPI (Apr.)
Emerging Europe Economics > Emerging Europe Economics Update — Czech MPC turns a little less dovishEmerging Europe Economics > Emerging Europe Data Response — Czech & Hungary Industrial Production (Mar.)Emerging Europe Economics > Emerging Europe Economics Update — Polish MPC plays down talk of tighteningEmerging Europe Economics > Emerging Europe Data Response — Russia CPI (Apr.)Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing weakens further as BRICs struggleEmerging Europe Economics > Emerging Europe Data Response — Manufacturing PMIs (Apr.)Emerging Markets Economics > Emerging Markets Activity Monitor — EM growth sinks below 4%Emerging Markets Economics > Emerging Markets Inflation Monitor — Steady core inflation indication of a structural EM slowdownEmerging Europe Economics > Emerging Europe Data Response — Economic Sentiment Indicators (Apr.)Emerging Europe Economics > Emerging Europe Chart Book — Russia’s economy slumps, growth weakens in Turkey
Emerging Markets Economics > Emerging Markets Economics Chart Book — EM growth sinks as BRICs woes deepenGlobal Markets > Global Markets Update — Will the rally in emerging market equities continue?Emerging Europe Economics > Emerging Europe Economics Update — The EC’s case against Gazprom – the key pointsEmerging Europe Economics > Emerging Europe Economics Update — Turkish central bank tinkers around the edges to defend liraEmerging Europe Economics > Emerging Europe Economics Update — Hungarian MPC signals further easing to comeEmerging Markets Economics > Emerging Markets Economics Update — The implications of a fall in EM dollar GDPEmerging Europe Economics > Emerging Europe Data Response — Polish Ind. Production & Retail Sales (Mar.)Emerging Markets Economics > Emerging Markets Economics Update — China’s slowdown ripples across emerging worldEmerging Europe Economics > Emerging Europe Data Response — Russia Retail Sales, Investment & Ind. Prod. (Mar.)Emerging Europe Economics > Emerging Europe Economics Update — Strong Turkish inflation is deep-rooted
Emerging Markets Economics > Emerging Markets Trade Monitor — EM export performance remains direEmerging Europe Economics > Emerging Europe Economics Update — Making sense of the ruble rallyEmerging Markets Economics > Emerging Markets Economics Focus — Lessons from history: is a debt problem brewing in EMs?Emerging Europe Economics > Emerging Europe Economics Update — Polish MPC shrugs off concerns about deflation and strong zlotyEmerging Markets Economics > Emerging Markets Economics Update — Window for policy loosening starting to closeEmerging Europe Economics > Emerging Europe Economics Focus — Brightening outlook for Central European consumer marketsEmerging Europe Economics > Emerging Europe Watch — Hungary’s Sunday trading ban symbolic of reform backslidingEmerging Europe Economics > Emerging Europe Data Response — Czech CPI (Mar.)Emerging Markets Economics > Emerging Markets Economics Update — A primer on EM dollar debtsEmerging Europe Economics > Emerging Europe Economics Update — Russia’s 2015 budget: a fiscal squeeze is looming
Emerging Europe Economics > Emerging Europe Economics Focus — Three scenarios for Turkey after the electionGlobal Markets > Emerging Markets Valuation Monitor — Will Russia’s sovereign credit spread keep falling?Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing PMIs point to further weaknessEmerging Europe Economics > Emerging Europe Economics Update — Russia’s recession spreading unevenly across the economyEmerging Markets Economics > Emerging Markets Economic Outlook — In the footsteps of the Fed?European Commercial Property > European Commercial Property Updates — Will stronger industrial output drive CE industrial rental growth?Emerging Europe Economics > Emerging Europe Data Response — Manufacturing PMIs (Mar.)Emerging Europe Economics > Emerging Europe Data Response — Turkey GDP (Q4)Emerging Markets Economics > Emerging Markets Inflation Monitor — BRICs drive pick-up in EM inflation