Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … Poland Q1 GDP: Less vulnerable, but not immune …
29th May 2009
Q1 GDP data released over the past month paint a grim picture, with most economies in the region contracting at a record pace. This is unsurprising given the meltdown in the region’s banking sector at the start of this year. With the worst of the …
28th May 2009
This report is only available as a PDF. Click to download. … Taking stock of the inventory cycle …
26th May 2009
This report is only available as a PDF. Click to download. … Russian economy could contract by more than 10% this year …
20th May 2009
Inflation data have surprised on the upside in both Poland and Hungary in recent months, due in large part to recent currency weakness. But the bigger picture is that the pick-up in inflation in both countries has actually been fairly mild given the …
19th May 2009
This report is only available as a PDF. Click to download. … A grim start to the year …
15th May 2009
This report is only available as a PDF. Click to download. … Inflation still more likely to undershoot targets …
14th May 2009
This report is only available as a PDF. Click to download. … CBR cuts rates again, but credit conditions remain tight …
13th May 2009
This report is only available as a PDF. Click to download. … Baltics: Q1 GDP horrific, but recession has further to run …
This report is only available as a PDF. Click to download. … Which countries will outperform come the recovery? …
11th May 2009
This report is only available as a PDF. Click to download. … IMF approves FCL for Poland, few others likely to follow …
7th May 2009
This report is only available as a PDF. Click to download. … Czech rates on course for 1% …
This report is only available as a PDF. Click to download. … Romanian cut surprises, but pace of easing will be slow …
6th May 2009
‘Car scrapping’ schemes recently introduced in Western Europe will not be sufficient to drive a recovery further east. While the boost to vehicle exports could be worth up to 1% of GDP in parts of Central Europe, elsewhere the impact will be negligible. … …
5th May 2009
There have been welcome signs that the pace of decline in the region’s economy has started to ease in recent weeks. But we think a recovery remains some way off. First, while consumer and business confidence has edged up in some countries, it remains …
30th April 2009
This report is only available as a PDF. Click to download. … Polish rates on hold for now, but further cuts likely …
29th April 2009
Both Latin America and Emerging Europe will enter deep recessions this year and, in the absence of a strong global recovery, the pain is likely to extend well into 2010. But whereas Latin America has been at the centre of previous crises, this time the …
28th April 2009
This report is only available as a PDF. Click to download. … How much should we worry about swine flu? …
27th April 2009
This report is only available as a PDF. Click to download. … Russian rate cuts come with a catch …
23rd April 2009
This report is only available as a PDF. Click to download. … Are concerns about indebtedness justified? …
22nd April 2009
We have argued for some time that the pace of monetary easing across the region would slow as concerns about financial stability weigh on policymakers’ minds. This seems to have been borne out by recent statements from Central Banks. But equally, rate …
17th April 2009
This report is only available as a PDF. Click to download. … CBRT surprises again, but pace of easing set to slow …
16th April 2009
This report is only available as a PDF. Click to download. … Russia - the real lessons from 1998 …
15th April 2009
This report is only available as a PDF. Click to download. … Euro-isation would be no panacea to region's problems …
6th April 2009
This report is only available as a PDF. Click to download. … IMF boost should calm fears of financial meltdown …
2nd April 2009
This report is only available as a PDF. Click to download. … How fragile are Russia's banks? …
This report is only available as a PDF. Click to download. … How vulnerable are emerging markets to a rise in protectionism? …
1st April 2009
This report is only available as a PDF. Click to download. … Romania on hold, gradual cuts likely later this year …
31st March 2009
This report is only available as a PDF. Click to download. … Shocking Q4 GDP figures signal deep recession …
Financial markets across Emerging Europe have recovered following last month’s sell-off. Currencies are up by 2% and equities have soared. But the recovery owes more to a general pick-up in global risk appetite rather than an improvement in macroeconomic …
30th March 2009
This report is only available as a PDF. Click to download. … Political chaos keeps Czech rates on hold... for now …
26th March 2009
This report is only available as a PDF. Click to download. … Collapse of Czech government confirms new phase of crisis …
25th March 2009
This report is only available as a PDF. Click to download. … National Bank of Hungary on hold, all eyes on the new PM. …
23rd March 2009
Emerging Europe is in turmoil. While financial markets have stabilised somewhat following a sharp sell-off earlier this year, this owes more to a general recovery in global risk appetite than it does to an improvement in macroeconomic fundamentals or a …
This report is only available as a PDF. Click to download. … Turkish rates cut again, all eyes on the IMF …
20th March 2009
This report is only available as a PDF. Click to download. … Is the worst over? …
17th March 2009
This report is only available as a PDF. Click to download. … Rates still set for record lows despite market turmoil (Mar 09) …
This report is only available as a PDF. Click to download. … Russia: Too soon to look for a thaw …
12th March 2009
This report is only available as a PDF. Click to download. … IMF package won't prevent recession in Romania …
10th March 2009
We think a pan-regional IMF or EU-led bailout fund offers the best way out of the bout of indiscriminate selling that has gripped markets in the Emerging Europe in recent weeks. But for now, at least, political resistance in both West and East Europe is …
6th March 2009
This report is only available as a PDF. Click to download. … Ukraine: hryvnia rally could prove short-lived …
5th March 2009
While we expect Emerging Europe to suffer a much more severe recession than most other analysts, talk that its growth model is fundamentally broken seems premature. We think that the region could still grow at 5% per year over the medium-term but this …
4th March 2009
This report is only available as a PDF. Click to download. … Soaring fiscal deficits to scupper bond market recovery …
3rd March 2009
This report is only available as a PDF. Click to download. … EU's support plan disappoints markets …
2nd March 2009
Industrial output across the entire region has collapsed in recent months. While there are some country-specific factors at play, such as falling oil output in Russia and the ongoing turmoil in Ukraine’s steel sector, there is one common cause: plummeting …
26th February 2009
Financial markets across Emerging Europe are in turmoil. The immediate trigger for this latest sell-off appears to be fresh concerns over the health of the region’s banking sector. But the bigger picture is that the region’s huge current account deficits …
This report is only available as a PDF. Click to download. … NBP confirms that rate hikes remain measure of last resort …
25th February 2009
This report is only available as a PDF. Click to download. … Can coordinated statements rescue the region's currencies? …
23rd February 2009
This report is only available as a PDF. Click to download. … Hungary: pause in rate cuts but still heading for record lows …
This report is only available as a PDF. Click to download. … CBRT slashes rates, further easing dependent on IMF deal …
19th February 2009
