Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … Czech Rep: too soon to start cutting rates? …
24th July 2008
This report is only available as a PDF. Click to download. … EU financial sanctions would hit Bulgaria hard …
23rd July 2008
This report is only available as a PDF. Click to download. … How sustainable is Hungary’s fiscal progress? …
18th July 2008
This report is only available as a PDF. Click to download. … Turkey: 50bps hike pleases markets, more hikes on the way …
17th July 2008
This report is only available as a PDF. Click to download. … How concerned should we be about weaker euro-zone growth? …
All the focus over the coming months will be on Turkey, where we expect policymakers to follow up a likely rate hike this week with further monetary tightening. Elsewhere in the region, while inflation risks continue to build in Central Europe, a recent …
15th July 2008
The rise in inflation is showing no sign of easing. Headline inflation remains above target in all countries, although price pressures are most acute in the east of the region. Prices are now rising by 30% y/y in Ukraine. Like elsewhere in the world, the …
10th July 2008
This report is only available as a PDF. Click to download. … EMU: Who next after Slovakia? …
8th July 2008
This report is only available as a PDF. Click to download. … Five reasons why the Baltics won’t ditch their currency pegs …
3rd July 2008
This report is only available as a PDF. Click to download. … What’s supporting the Turkish lira? …
30th June 2008
This report is only available as a PDF. Click to download. … Czech Rep. & Romania: further rate hikes to come …
26th June 2008
This report is only available as a PDF. Click to download. … Poland: Interest rates have further to rise …
25th June 2008
This report is only available as a PDF. Click to download. … Hungary: MPC shocks markets, but rates hikes still to come …
23rd June 2008
This report is only available as a PDF. Click to download. … The Baltics: The worst is yet to come …
19th June 2008
This report is only available as a PDF. Click to download. … Central Banks still in tightening mode (Jun 08) …
17th June 2008
This report is only available as a PDF. Click to download. … Turkey: Rates to rise by another 100bps by the end-08 …
16th June 2008
This report is only available as a PDF. Click to download. … Russia: Q1 GDP reinforces concerns about overheating …
Financial markets in parts of the region have been hit by a fresh wave of investor risk aversion over the past month. In Turkey, a surge in inflation coupled with a deterioration in the political outlook has hit equities, bonds and the currency markets. …
13th June 2008
The outlook for the region as a whole remains fairly positive, but the prospects for individual economies have diverged markedly. We think that the structure of capital inflows will play a critical role in determining the near-term growth outlook for each …
10th June 2008
This report is only available as a PDF. Click to download. … Russia: Rate hikes not enough to tame soaring inflation …
9th June 2008
This report is only available as a PDF. Click to download. … Russian equities still set to outperform …
6th June 2008
Romania has the potential to become a regional manufacturing hub, but resistance to reform is likely to prevent it from fulfilling its true potential. Accordingly, a much-needed rebalancing of the economy away from domestic demand will be more painful …
4th June 2008
This report is only available as a PDF. Click to download. … Russia: ruble appreciation still on the cards …
3rd June 2008
This report is only available as a PDF. Click to download. … Poland: Slowdown? What slowdown? …
30th May 2008
This report is only available as a PDF. Click to download. … Central Banks reiterate inflation concerns …
29th May 2008
This report is only available as a PDF. Click to download. … Slovakia: revaluation confirms euro entry rate …
This report is only available as a PDF. Click to download. … Hungary: Too soon to rule out further rate hikes …
26th May 2008
This report is only available as a PDF. Click to download. … Ukraine: currency reform still no silver bullet for inflation …
23rd May 2008
The public finances of every country in the region have strengthened considerably over the past few years. But recent developments suggest that this trend may not last for long. Rapid receipts growth across much of Central Europe has been largely cyclical …
22nd May 2008
This report is only available as a PDF. Click to download. … Forint’s record-breaking run may not last …
21st May 2008
This report is only available as a PDF. Click to download. … Further rate hikes in the pipeline (May 08) …
19th May 2008
This report is only available as a PDF. Click to download. … Turkey: Rates up by 50bps, further hikes possible next month …
15th May 2008
This report is only available as a PDF. Click to download. … Q1 GDP: a mixed bag for Central Europe …
This report is only available as a PDF. Click to download. … The Baltics: Hopes for a soft landing blown to pieces …
14th May 2008
This report is only available as a PDF. Click to download. … What next for Turkey and the IMF? …
12th May 2008
The remarkable improvement in the Czech public finances since the early part of this decade is unlikely to be sustained over the next couple of years. In fact, we think that the fiscal deficit could reach 5% of GDP by 2015. As a result, hopes of further …
8th May 2008
This report is only available as a PDF. Click to download. … Medvedev must focus on the 'three I’s' …
7th May 2008
This report is only available as a PDF. Click to download. … Romania: pace of tightening set to moderate …
6th May 2008
This report is only available as a PDF. Click to download. … The Central Bank of Turkey talks tough on inflation …
30th April 2008
This report is only available as a PDF. Click to download. … Poland: On hold for now but further hikes to come …
The divergence in growth trends across the region is becoming more marked. Countries running large current account deficits have begun to feel the pinch from a deterioration in global financing conditions. So far, the slowdown in the real economy has been …
29th April 2008
This report is only available as a PDF. Click to download. … Hungary: A series of smaller rate hikes on the way …
28th April 2008
This report is only available as a PDF. Click to download. … Russia: Rate hikes no panacea to soaring inflation …
This report is only available as a PDF. Click to download. … Is Russia overheating? …
24th April 2008
This report is only available as a PDF. Click to download. … Ukraine: Interest rate hike unlikely to tame inflation …
22nd April 2008
Central Banks across the region are turning increasingly hawkish in response to rising inflationary pressures and turmoil in global financial markets. We expect interest rates to be hiked in Poland, Romania and Hungary this month. Meanwhile, Turkish rates …
21st April 2008
Emerging Europe Central Bank Watch 1 Apr. 2008 EMERGING EUROPE CENTRAL BANK WATCH Policymakers across the region remain in hawkish mode. A sharp spike in wage growth is likely to prompt another 50bps hike in Hungary this month, while the Central Bank of …
This report is only available as a PDF. Click to download. … Slovakia: Inflation data give green light to EMU entry …
16th April 2008
This report is only available as a PDF. Click to download. … Russia: still plenty of room to raise oil production …
15th April 2008
This report is only available as a PDF. Click to download. … Czech Rep: further rate hikes still likely …
14th April 2008
