Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … Still lagging the developing world …
10th September 2009
This report is only available as a PDF. Click to download. … Turkey posts strong rebound but recovery set to fade …
This report is only available as a PDF. Click to download. … Good loans gone bad …
8th September 2009
There are good reasons to think that monetisation of Russia’s budget deficit will not necessarily lead directly to a pick-up in inflation. But it adds to the downside risks facing the ruble. We expect the currency to fall by 10% against its dollar/euro …
4th September 2009
This report is only available as a PDF. Click to download. … Turbo boost from car scrapping is unlikely to last …
3rd September 2009
This report is only available as a PDF. Click to download. … Czech interest rate hike unlikely before year-end …
1st September 2009
This report is only available as a PDF. Click to download. … Polish economy set to expand this year …
28th August 2009
While some economies managed to post quarterly growth in Q2, others continued to contract sharply. We think that there are still plenty of reasons to be cautious, even in those countries that appear to have emerged from recession. For a start, some …
27th August 2009
This report is only available as a PDF. Click to download. … A tale of two retail sectors …
25th August 2009
This report is only available as a PDF. Click to download. … Hungary: Latest rate cut offers little immediate help …
24th August 2009
We estimate that limits on public debt set out in the Polish constitution will force the government to tighten fiscal policy by around 2.5% of GDP next year. What’s more, a further fiscal tightening of about 1% of GDP will be required in 2011-12 if the …
21st August 2009
Hungary and Romania are both likely to continue to capitalise on the current favourable conditions in financial markets by cutting interest rates again in their forthcoming meetings. Elsewhere, although we still see room for further monetary-easing in …
19th August 2009
This report is only available as a PDF. Click to download. … Turkey: Ten cuts in a row, but fiscal policy still holds the key …
18th August 2009
This report is only available as a PDF. Click to download. … Q2 data confirm dire first half of 2009 …
14th August 2009
This report is only available as a PDF. Click to download. … Baltics: Dire Q2 data, and the outlook remains grim …
12th August 2009
This report is only available as a PDF. Click to download. … CNB cuts rates as it revises growth forecast …
6th August 2009
This report is only available as a PDF. Click to download. … Russia: PMIs rise again, but still not consistent with growth …
This report is only available as a PDF. Click to download. … Romania’s easing cycle continues, but NBR to tread carefully …
4th August 2009
Recent data releases suggest that the rate of decline across Emerging Europe has started to ease. But while the region as a whole may no longer be in freefall, there are a number of reasons to remain cautious. First, while industrial production has …
30th July 2009
This report is only available as a PDF. Click to download. … Hungary: Surprise rate cut won’t bail out real economy …
27th July 2009
This report is only available as a PDF. Click to download. … Poles apart: government yet to admit full scale of fiscal crisis …
This report is only available as a PDF. Click to download. … Latvia: a step closer to devaluation? …
23rd July 2009
This report is only available as a PDF. Click to download. … Russia: The worst may have passed but recovery will be weak …
22nd July 2009
This report is only available as a PDF. Click to download. … Current account rebalancing has further to go …
21st July 2009
This report is only available as a PDF. Click to download. … Hungary still the sick man of Central Europe …
17th July 2009
This report is only available as a PDF. Click to download. … CBRT cuts as expected, but fiscal measures remain key …
16th July 2009
Signs of a pick-up in investor confidence means Hungary could resume its monetary-easing cycle later this month, with a further cut in rates also likely in Romania. Elsewhere, we still see room for further interest rate cuts, although policymakers in …
15th July 2009
This report is only available as a PDF. Click to download. … Industry may be past the worst, but foundations are weak …
9th July 2009
This report is only available as a PDF. Click to download. … Could Hungary emerge with the soundest public finances? …
8th July 2009
This report is only available as a PDF. Click to download. … Is Russia facing a lost decade? …
7th July 2009
This report is only available as a PDF. Click to download. … Bulgaria: IMF deal imminent, but little chance of quick recovery …
6th July 2009
This report is only available as a PDF. Click to download. … Poland’s consumption-led growth is unlikely to last …
3rd July 2009
This report is only available as a PDF. Click to download. … Romanian rates cut, leu holds the key to further easing …
30th June 2009
This report is only available as a PDF. Click to download. … Turkey: Horrific Q1 GDP data, recovery set to disappoint …
The strong rebound that had swept through financial markets in Emerging Europe since March has seemingly run out of steam. Equity markets across the region have lost ground since the start of June, currencies have weakened and bond yields have crept up. …
This report is only available as a PDF. Click to download. … Too soon to call the end of the Czech easing cycle …
25th June 2009
A modest improvement in the outlook for Western Europe means that some countries in Emerging Europe - notably Poland, Turkey and the Czech Republic - could now see a return to positive growth in Q1 of next year. But while the recovery may come slightly …
This report is only available as a PDF. Click to download. … Equity market sell-off could have further to run …
24th June 2009
This report is only available as a PDF. Click to download. … Polish rates cut as expected but pace of easing to be slow …
This report is only available as a PDF. Click to download. … Structural reform, Putin style …
22nd June 2009
Aggressive cuts earlier this year mean that interest rates are nearing their trough in Turkey and the Czech Republic, while concerns over financial stability mean that the pace of easing in Hungary and Romania will be slow. Nonetheless, with a sustained …
17th June 2009
This report is only available as a PDF. Click to download. … CBRT surprises markets again, all eyes on fiscal measures …
16th June 2009
While the latest attempt at fiscal reform in Hungary is impressive given the dire economic backdrop, it is unlikely to prevent the country from turning to the IMF for additional funding next year. What’s more, it will prolong the current recession – we …
15th June 2009
This report is only available as a PDF. Click to download. … Is Emerging Europe set for an Asia-style crisis? …
11th June 2009
This report is only available as a PDF. Click to download. … Is a recovery in sight? …
10th June 2009
This report is only available as a PDF. Click to download. … Risk appetite to fade as recovery disappoints …
8th June 2009
This report is only available as a PDF. Click to download. … Will Turkey be forced to turn to the IMF? …
This report is only available as a PDF. Click to download. … Latvia: The implications of devaluation …
3rd June 2009
This report is only available as a PDF. Click to download. … Russian banks could require $60bn capital injection …
2nd June 2009
This report is only available as a PDF. Click to download. … Credit crunch deepens despite large cuts in official rates …
1st June 2009
