Filtered by Subscriptions: Emerging Europe Economics Use setting Emerging Europe Economics
Labour markets across Central Europe and the Baltics are tightening. Last month unemployment hit record lows in the Czech Republic and Latvia and wage growth accelerated to fresh highs in Poland. Meanwhile, wages grew faster than productivity in Slovakian …
21st June 2007
This report is only available as a PDF. Click to download. … Hungary: Strong wage data reduces chances of rate cut …
19th June 2007
This report is only available as a PDF. Click to download. … Romania: red hot economy vulnerable to dip in risk appetite …
14th June 2007
This report is only available as a PDF. Click to download. … Strong GDP and inflation point to further Czech rate hikes …
8th June 2007
This report is only available as a PDF. Click to download. … Slovakia: strong exports doesn't mean koruna will rise …
6th June 2007
This report is only available as a PDF. Click to download. … Rates hiked in Czech Republic, Poland could be next …
31st May 2007
This report is only available as a PDF. Click to download. … Russia: rapid M2 growth will not threaten inflation target …
29th May 2007
Radical labour market reforms could boost potential GDP growth in Poland to 7% per annum. But with little political appetite for reform, we think that growth will drop back from 6% this year to around 4-5% over the medium-term instead. While on the face …
23rd May 2007
Preliminary estimates of Q1 GDP have so far confirmed our view that the regional growth outlook remains strong. Growth in Russia accelerated to nearly 8% in the last quarter, only marginally slower than the 8.9% achieved by Slovakia – the shining star of …
17th May 2007
This report is only available as a PDF. Click to download. … Hungary: Growth slowest in 10 years as fiscal measures bite …
15th May 2007
Latest indicators suggest that the growth outlook for the region generally remains good. While domestic demand is now slowing in most countries, from very strong levels last year, there are notable exceptions: the Polish and Russian economies show no sign …
4th May 2007
Inflation trends across the region are diverging. In Poland, the Czech Republic and the Baltics, strong growth is starting to hit capacity constraints, causing price pressures to build. Inflation has also picked up in Hungary and Turkey, though this …
This report is only available as a PDF. Click to download. … Downside risks remain in Turkish markets …
30th April 2007
This report is only available as a PDF. Click to download. … Interest rates in Central Europe set to converge …
27th April 2007
This report is only available as a PDF. Click to download. … Fears of Russia crash look overdone …
24th April 2007
This report is only available as a PDF. Click to download. … Turkish markets could overreact to an Erdogan Presidency …
17th April 2007
This report is only available as a PDF. Click to download. … Czech fiscal reforms do not mean EMU entry imminent …
3rd April 2007
The growth outlook across Emerging Europe remains positive. The region should grow by around 6% this year, slower than the 6.5% expansion achieved last year. Strong credit growth and FDI inflows will support demand and, on the supply side, productivity …
29th March 2007
GDP growth in Hungary will slump to 2% this year and 2.5% in 2008 as a result of the government’s latest attempt to shore up the public finances. But once fiscal consolidation is complete, we think medium-term prospects look better. … Hungary: the sick …
15th March 2007
This report is only available as a PDF. Click to download. … Fears of a Baltic crisis look overdone …
12th March 2007
While the energy sector made an important contribution to real GDP growth in the early part of this decade, in recent years its direct contribution has fallen, despite rapid price increases. This is because real GDP growth reflects changes in production …
19th February 2007
This report is only available as a PDF. Click to download. … Fiscal tightening starts to show in Hungary …
14th February 2007
This report is only available as a PDF. Click to download. … Russian GDP (Preliminary estimate, 2006) …
31st January 2007
This report is only available as a PDF. Click to download. … Russia/Belarus dispute won't have lasting impact on oil prices …
9th January 2007
The growth outlook for Emerging Europe generally remains strong, with demand driven by high levels of investment and the continued rapid expansion of household credit. With GDP growth in the euro-zone and Russia slowing slightly (to 2% and 6% respectively …
20th December 2006
On 1st January next year, Slovenia will make history by becoming the first of new EU member states to join the euro. But while the short-term prospects for the Slovenian economy look good, slow progress on structural reforms mean that medium-term …
15th December 2006
The recent sell-off across global equity markets naturally extended into the emerging European markets, but the impact has varied widely. Countries with strong fiscal positions and stable governments fared relatively well, even when they had large current …
12th July 2006
The growth outlook remains good, and will benefit in 2006 from the economic recovery in neighbouring Germany, lower oil prices and buoyant business/consumer confidence across the region. Convergence is still a strong driving force, and investment inflows …
16th February 2006
Growth across Central and Eastern Europe has been solid in 2005, and the outlook remains positive, especially with euro-zone growth set to improve next year. However, heightened fears of inflation have reduced expectations of further interest rate cuts …
1st November 2005
The integration of the new EU member states remains on track despite political shock waves from the rejection of the EU constitution. Opposition to Turkish entry into the EU has hardened, but membership was always a remote prospect. Romania and Bulgaria …
25th August 2005
The first round of new ERM entrants (Estonia, Lithuania, Slovenia) is on track for EMU entry in January 2007, followed by Latvia in 2008. These are very strong candidates for EMU, and their bond yields have already fallen close to euro-zone levels. …
12th May 2005
This report is only available as a PDF. Click to download. … EU accession negotiations will be no panacea for Turkey (Q3 2004) …
18th October 2004
The EU is now almost certain to set a date for the start of Turkish accession negotiations after its summit in December 2004, but the outlook for the Turkish lira and bond yields is still negative. With the budget deficit huge, we expect the deteriorating …
2nd June 2004
Economic growth should pick-up across Eastern Europe in 2004 as export demand rises and inflows of FDI remain strong. Of the four larger economies joining the EU in May this year – the Czech Republic, Hungary, Poland and Slovakia (the so-called …
16th February 2004
