Emerging Europe Economics Update Q4 GDP breakdown points to consumer turnaround The breakdown of Q4 GDP data in Central and South Eastern Europe showed encouraging (albeit tentative) signs of an improvement in consumer spending. By contrast, exports were extremely weak. Leading... 11th March 2013 · 1 min read
Emerging Europe Chart Pack Bottoming out GDP data released over the past month showed that growth in Emerging Europe slumped to a postcrisis low of just 0.8% y/y in the final quarter of last year. Nonetheless, the latest surveys suggest that... 28th February 2013 · 1 min read
Emerging Europe Economic Outlook Outlook improves, but downside risks remain Growth in Emerging Europe sank to a post-crisis low in the final quarter of 2012 but the latest surveys suggest that the outlook has brightened a little since the turn of the year. We expect growth to... 27th February 2013 · 1 min read
Emerging Europe Economics Update Q4's dismal data a mix of euro-zone and domestic problems The dire set of Q4 GDP data released across Central & South Eastern Europe over the past week or so has led to obvious questions as to how the region is being affected by the crisis in the euro-zone... 18th February 2013 · 1 min read
Emerging Europe Economics Update GDP growth sinks to post-crisis low The raft of Q4 GDP data released today for Emerging Europe suggests that growth in the region sank to a post-2009 low of 0.8% y/y. An improvement in sentiment within the euro-zone should feed through... 14th February 2013 · 1 min read
Emerging Europe Economics Update Euro-zone risks ease but banks remain fragile The continued improvement in sentiment towards the euro-zone has simultaneously eased external funding conditions for Emerging Europe’s banks and reduced the threat of financial contagion from the... 4th February 2013 · 1 min read
Emerging Europe Chart Pack Sentiment picks up but growth still weak The outlook for Emerging Europe has brightened considerably at the start of the year. Equities have rallied while the latest survey data from key euro-zone export markets have picked up markedly... 30th January 2013 · 1 min read
Europe Economic Outlook Euro-zone recession to deepen in 2013 While the lull in the euro-zone debt crisis has continued in recent months, the news on the region’s economy has remained distinctly downbeat. Despite some improvement towards the end of last year... 9th January 2013 · 1 min read
Emerging Europe Chart Pack A tough end to the year Growth across Emerging Europe has continued to slow in recent months and is likely to remain extremely weak in 2013. Official data suggest that the region grew by less than 2% y/y in the third quarter... 17th December 2012 · 1 min read
Emerging Europe Economics Update Inflation set to weaken further in 2013 Inflation is falling sharply across Central and South Eastern Europe and we expect this to continue into next year. This should encourage further policy stimulus in the Czech Republic and Poland... 13th December 2012 · 1 min read
Emerging Europe Economics Update Q3 GDP growth hit by weak domestic demand The detailed Q3 GDP data for Central and South Eastern Europe make pretty grim reading. We fear that the slowdown in both domestic demand and exports may be a sign of things to come. 7th December 2012 · 1 min read
Emerging Europe Chart Pack Growth slows, markets rally A raft of recently released Q3 GDP data for Emerging Europe paints a pretty gloomy picture. The Czech and Hungarian economies are still stuck in recession, while even the region’s better performers –... 29th November 2012 · 1 min read
Emerging Europe Economic Outlook Slowdown has further to run A strong labour market combined with low and stable mortgage rates have not been able to prevent a small rise in mortgage arrears. Possessions are currently being kept low by continued lender... 22nd November 2012 · 1 min read
Emerging Europe Economics Update A grim set of Q3 data Third quarter GDP data for Central and Eastern Europe make for pretty grim reading. Output contracted on a quarterly basis in three of the five countries that reported figures and the business surveys... 15th November 2012 · 1 min read
Emerging Europe Chart Pack Economic slowdown spreads to strongest performers The slowdown across Emerging Europe has intensified in recent months. We reckon that the region’s economy expanded at an annual pace of around 1.5-2.0% in Q3, down from 2.5% in Q2 and an average of 4... 26th October 2012 · 1 min read
Europe Economic Outlook A lull in the storm Expectations of stronger policy support from the European Central Bank have prompted a period of relative calm in the euro-zone. But previous lulls have not lasted for very long. There are still few... 16th October 2012 · 1 min read
