Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … Czech Rep slashes rates but more cuts to come …
6th November 2008
This report is only available as a PDF. Click to download. … Russia: after the ten-year party comes the hangover …
5th November 2008
This report is only available as a PDF. Click to download. … Scandinavian banks hold the key to the Baltic pegs …
3rd November 2008
Huge current account deficits across Emerging Europe mean that Hungary and Ukraine are unlikely to be the only countries in the region to call on the IMF for emergency funding. As a period of painful rebalancing begins, we now expect the ‘super deficit’ …
29th October 2008
This report is only available as a PDF. Click to download. … Turkish banks look safe but economy still faces funding crisis …
27th October 2008
This report is only available as a PDF. Click to download. … IMF Ukraine rescue won't be the last …
Financial markets in the region have been rocked by the recent sharp downturn in global risk appetite. Equities have plunged by up to 50% in the past month, while spreads on CDS have ballooned. Governments across the region have responded with a plethora …
22nd October 2008
This report is only available as a PDF. Click to download. … Emergency rate hike in Hungary, others could follow suit …
This report is only available as a PDF. Click to download. … Ruble to fall further in 2009 …
20th October 2008
This report is only available as a PDF. Click to download. … Ukraine: three things to look for in the IMF loan …
17th October 2008
This report is only available as a PDF. Click to download. … Is Hungary the next Iceland? …
16th October 2008
Recent developments in the global economy and financial markets mean that growth fears will start to overtake lingering inflation concerns amongst policymakers in the region. But diminished investor risk appetite means that weaker exchange rates will …
15th October 2008
This report is only available as a PDF. Click to download. … IMF moves to shore up Hungarian markets …
13th October 2008
We now expect real GDP growth in Russia to slow to 5% next year. But contrary to popular belief, this will not be driven by a fall in oil prices, which we now expect to fall to around $70pb over the coming months and even further in 2009. … Will falling …
10th October 2008
This report is only available as a PDF. Click to download. … Growth to slump in 2009 …
9th October 2008
This report is only available as a PDF. Click to download. … How will policymakers respond to ECB rate cuts? …
8th October 2008
This report is only available as a PDF. Click to download. … Fundamentals assert themselves in currency markets …
3rd October 2008
This report is only available as a PDF. Click to download. … Will the Kremlin’s liquidity measures boost inflation? …
2nd October 2008
This report is only available as a PDF. Click to download. … Will falling inflation rescue Czech consumers? …
1st October 2008
The outlook for Emerging Europe has deteriorated in recent months. Weaker growth in the euro-zone will hit manufacturers, while consumers are facing twin headwinds of higher inflation and tighter lending conditions. We still expect Slovakia, Poland and …
29th September 2008
This report is only available as a PDF. Click to download. … Czech Rep. & Romania: In wait and see mode for now …
25th September 2008
This report is only available as a PDF. Click to download. … Is inflation about to collapse in Central Europe? …
23rd September 2008
On the whole, inflation pressures are easing across the region. But the ability of policymakers to cut interest rates in response will be governed by developments in the currency markets. We see scope for a further rate cut in the Czech Republic this …
22nd September 2008
This report is only available as a PDF. Click to download. … Russian equities: making sense of the latest sell-off …
17th September 2008
This report is only available as a PDF. Click to download. … The credit crunch comes to Moscow …
15th September 2008
This report is only available as a PDF. Click to download. … Russia: Growth set to slow in 2009 …
10th September 2008
This report is only available as a PDF. Click to download. … Turkey: Sharp slowdown a sign of things to come …
While the conflict in South Ossetia is likely to have little direct impact on the Russian economy, financial markets have been hit hard by a rise in political risk. The currency has dropped by 3% since the start of August, while equities are down by over …
8th September 2008
Emerging Europe looks set to expand at its slowest pace since the 2001-02 Turkish financial crisis next year, as the downturn in the euro-zone gathers pace and the external financing environment becomes much more challenging. … Growth clouds start to …
5th September 2008
This report is only available as a PDF. Click to download. … What should we make of recent currency developments? …
3rd September 2008
This report is only available as a PDF. Click to download. … Ukraine: the worst is yet to come …
This report is only available as a PDF. Click to download. … Romania: 2008 will be high water mark …
1st September 2008
This report is only available as a PDF. Click to download. … Poland: Still a soft landing, but growth will slow in 2009 …
29th August 2008
This report is only available as a PDF. Click to download. … Hungary: Why has wage growth not slumped? …
28th August 2008
This report is only available as a PDF. Click to download. … Russia: inflation starts to bite …
26th August 2008
This report is only available as a PDF. Click to download. … Russia: all doom and gloom? …
22nd August 2008
We expect inflation of 4% or below in China next year, but mounting core pressures mean that Russia is likely to suffer double-digit inflation for the rest of this decade. But the policy response may not differ dramatically. … Will the BRICs win the …
20th August 2008
Interest rates are nearing their peaks across Emerging Europe. Indeed, policymakers in the Czech Republic actually cut interest rates by 25bps earlier this month and seem intent on reducing borrowing costs again this year. Elsewhere, all the signs are …
19th August 2008
This report is only available as a PDF. Click to download. … Russia ten years on …
15th August 2008
This report is only available as a PDF. Click to download. … Turkey: on hold for now, but risks lie to the upside …
14th August 2008
This report is only available as a PDF. Click to download. … Central Europe: euro-zone slowdown to bite next year …
This report is only available as a PDF. Click to download. … Baltics: heading for a long and painful recession …
13th August 2008
This report is only available as a PDF. Click to download. … What should markets make of the South Ossetia conflict? …
11th August 2008
The outlook for Emerging Europe has deteriorated in recent months. A combination of weaker growth in the euro-zone and stronger currencies has hit manufacturers, while consumers are facing the twin headwinds of higher inflation and tighter lending …
7th August 2008
This report is only available as a PDF. Click to download. … Czech Rep: surprise cut aimed at taming koruna …
This report is only available as a PDF. Click to download. … Turkey: lira not oil holds the key to taming prices …
5th August 2008
This report is only available as a PDF. Click to download. … Romania: surprise decision, but further hikes to come …
31st July 2008
This report is only available as a PDF. Click to download. … Turkey: still facing headwinds despite court ruling …
30th July 2008
Economic theory suggests that a booming energy sector can often cause a slump in manufacturing output. In Russia’s case, the evidence from recent years is mixed. But even if oil prices do continue to fall over the coming months, Russia is unlikely to …
29th July 2008
This report is only available as a PDF. Click to download. … Russian equities hit by fresh bout of political risk …
28th July 2008
