Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
This report is only available as a PDF. Click to download. … What should we make of recent currency movements? …
9th April 2008
This report is only available as a PDF. Click to download. … What next for the Central Bank of Turkey? …
8th April 2008
We do not expect Emerging Europe to suffer a major banking crisis despite the recent collapse of major Western institutions such as Bear Stearns and Northern Rock. But while there is scope for the banking sector to expand strongly over the medium-term, a …
3rd April 2008
This report is only available as a PDF. Click to download. … What will the Kremlin do with half a trillion dollars? …
1st April 2008
This report is only available as a PDF. Click to download. … Hungary: political turmoil prompts surprise rate hike …
31st March 2008
This report is only available as a PDF. Click to download. … Turkey Q4 GDP: little chance of a rapid recovery …
This report is only available as a PDF. Click to download. … More rate hikes to come in Poland & Romania …
26th March 2008
This report is only available as a PDF. Click to download. … Hungary & Turkey: An untimely reminder of political risks …
25th March 2008
On the whole, Emerging Europe looks well placed to weather a global economic slowdown. Providing growth in the euro-zone does not slow too sharply, the region should expand by around 6% this year. But this is largely a result of a positive outlook in …
18th March 2008
Central Banks across the region are turning hawkish, despite the fact that their counterparts in the West are adopting an increasingly dovish stance in the face of a global economic slowdown. The problem for policymakers in Emerging Europe is that …
13th March 2008
Russian inflation has returned with a vengeance. As a result, the Central Bank (CBR) already looks certain to miss its end-year target of 8.5%. But the response of policymakers will be dictated by developments in global markets. If capital inflows resume …
11th March 2008
This report is only available as a PDF. Click to download. … What should we make of rising bond spreads? …
10th March 2008
This report is only available as a PDF. Click to download. … The Baltics: a heady mix of slowing growth & rising inflation …
6th March 2008
This report is only available as a PDF. Click to download. … Romania's final fling …
4th March 2008
This report is only available as a PDF. Click to download. … Russia: No change in direction as Medvedev takes the reins …
28th February 2008
This report is only available as a PDF. Click to download. … Poland: interest rates to rise to 6% …
27th February 2008
We expect Slovakia to be given the go-ahead to join the euro-zone from January next year, despite concerns over mounting medium-term inflationary pressures. This should give a renewed impetus to growth in the near-term, and while the reform process has …
26th February 2008
This report is only available as a PDF. Click to download. … Free floating forint points to rate cuts later this year …
25th February 2008
This report is only available as a PDF. Click to download. … Hryvnia revaluation still looks likely …
22nd February 2008
This report is only available as a PDF. Click to download. … Migrant flows - the UK’s loss is Poland’s gain …
21st February 2008
The focus this month will be on Hungary, where a recent drop in the forint could prompt a 50bps hike in interest rates. Elsewhere, another 25bps cut is possible in Turkey depending on currency developments but we think that policymakers are underplaying …
19th February 2008
This report is only available as a PDF. Click to download. … Czech Rep: Q4 growth was high water mark …
15th February 2008
This report is only available as a PDF. Click to download. … Turkish policymakers playing a risky game …
14th February 2008
This report is only available as a PDF. Click to download. … Slovakia & Hungary: A tale of two economies …
Financial markets across Emerging Europe have sold off sharply over the last month as concerns about the health of the global economy continue to build, denting investor risk appetite. Equities have been hit particularly hard. The Turkish ISE Index is …
This report is only available as a PDF. Click to download. … Turkish lira looks more vulnerable than forint …
11th February 2008
This report is only available as a PDF. Click to download. … Czech Rep: At least one more hike to come …
7th February 2008
This report is only available as a PDF. Click to download. … Turkish policymakers set to pause despite dip in inflation …
6th February 2008
This report is only available as a PDF. Click to download. … Romanian rate hike underlines inflation concerns …
4th February 2008
This report is only available as a PDF. Click to download. … Russian overseas investment plans pose little threat …
1st February 2008
This report is only available as a PDF. Click to download. … Russian resurgence hits new high …
31st January 2008
This report is only available as a PDF. Click to download. … Polish rate hike reflects resilience of economy …
30th January 2008
There a good reasons to expect the Russian equity market to boom this year, despite wider fears that global equity markets will continue to struggle against a backdrop of slower growth in the world economy and rising risk aversion. Admittedly, the main …
29th January 2008
The focus this month will be on Poland, where we expect the National Bank to raise interest rates by 25bps in response to rising inflationary pressures. We expect policymakers elsewhere in the region to remain on hold, but see further interest rate hikes …
18th January 2008
This report is only available as a PDF. Click to download. … Turkey: Monetary policy approaching a crossroads …
17th January 2008
This report is only available as a PDF. Click to download. … Labour markets continue to tighten (Jan 08) …
15th January 2008
This report is only available as a PDF. Click to download. … Russia: Stronger ruble key to cooling inflation …
9th January 2008
Emerging Europe looks well placed to weather a global economic slowdown in 2008. But there are significant risks to the outlook and it would be complacent to assume that the region can sail through a period of weaker global growth completely unaffected. …
8th January 2008
This report is only available as a PDF. Click to download. … Romania: Today's hike the first of several in 2008 …
7th January 2008
This report is only available as a PDF. Click to download. … Shining stars enter 2008 with plenty of momentum (Dec 07) …
20th December 2007
We remain upbeat on the growth outlook for Emerging Europe. But this is largely due to our positive assessment of the prospects for Russia and to a lesser extent Turkey and Poland, which between them account for around 75% of the region’s output. …
14th December 2007
This report is only available as a PDF. Click to download. … Turkey: CBRT delivers another 50bps cut, more on the way …
13th December 2007
This report is only available as a PDF. Click to download. … Russia: President Medvedev, Prime Minister Putin …
11th December 2007
This report is only available as a PDF. Click to download. … Czech Rep: Q3 GDP slows, but outlook pretty good …
7th December 2007
As usual, December’s rate setting meetings in Central Europe have been brought forward a week to avoid a clash with the Christmas break. We expect interest rates to remain on hold across the region, but further hikes in Poland and the Czech Republic are …
6th December 2007
This weekend’s parliamentary elections underlined that while President Putin will hand over the keys to his Presidential residence next March, he will retain the reins of power. For the economy this means business as usual. Growth should remain strong in …
4th December 2007
This report is only available as a PDF. Click to download. … Poland: Q3 GDP surprises on upside, outlook remains good …
30th November 2007
This report is only available as a PDF. Click to download. … Czech Republic: Further hikes to 4% next year …
29th November 2007
This report is only available as a PDF. Click to download. … Poland: Further rate hikes to come …
28th November 2007
This report is only available as a PDF. Click to download. … Hungary: Latest inflation report points to fewer rate cuts …
26th November 2007
