Emerging Europe Economics Update Spike in oil prices is a bigger risk to growth than to inflation The surge in oil prices is unlikely to have a major impact on inflation in Emerging Europe but the impact on growth could be more significant. Ukraine and the Baltic States appear most vulnerable on... 2nd March 2012 · 1 min read
Emerging Europe Chart Pack Growth still slowing The raft of Q4 GDP data released over the past month showed that growth slowed pretty much everywhere in Emerging Europe. The Czech Republic became the first economy in the region to fall back into a... 23rd February 2012 · 1 min read
Global Economics Focus How well will growth in emerging economies hold up? Emerging Asia and Latin America should continue to grow relatively fast even if the euro-zone slides into prolonged recession, as long as the US avoids the same fate. The outlook for emerging Europe... 16th February 2012 · 1 min read
Emerging Europe Economics Update Underlying inflation remains weak January’s inflation data in Emerging Europe has been a particularly mixed bunch, reflecting the impact of various indirect tax changes as well as the tail end of the commodity price shock a year ago... 16th February 2012 · 1 min read
Emerging Europe Economics Update Euro-zone bank deleveraging still a threat to growth Fears that euro-zone banks might suddenly withdraw their funding to subsidiaries in Emerging Europe have eased markedly over the past month, due in large part to the success of the ECB’s long-term... 15th February 2012 · 1 min read
Emerging Europe Economics Update Growth still set to disappoint in 2012 The raft of fourth quarter GDP data released this morning contained something for everyone: while Hungary defied the odds and grew in the final quarter of the year, the Czech economy contracted... 15th February 2012 · 1 min read
Emerging Europe Economics Update Czech Republic likely to be the first in recession A raft of Q4 GDP data for Emerging Europe, due next week, is likely to show that growth slowed sharply across the region. It appears that the Czech economy ended 2011 in recession and the Hungarian... 10th February 2012 · 1 min read
Europe Economic Outlook Crunch year for the euro-zone? While the news on the euro-zone economy has improved a bit in the last month or two, 2012 could still turn out to be crunch year for the currency union. Fiscal progress in the peripheral economies has... 6th February 2012 · 1 min read
Euro-zone departures to exacerbate the downturn The euro-zone stands on the brink of a deep recession which will encompass all member states. Emerging European economies have less scope to loosen policy in response to a drop in euro-zone output... 25th January 2012 · 1 min read
Emerging Europe Chart Pack Markets rally but economic data still gloomy The improvement in global risk appetite seen in recent weeks has ensured that financial markets across Emerging Europe have enjoyed a decent start to 2012. Yet we remain doubtful that this rebound can... 25th January 2012 · 1 min read
Emerging Europe Economics Update Hungary plays chicken with the markets This is the first edition of our new monthly publication Emerging Europe Watch. This will summarise the major talking points in the region and preview key data and events. In this issue we look at... 18th January 2012 · 1 min read
Emerging Europe Economics Update Vienna 2.0 shaping up to be a damp squib Yesterday’s “Vienna Initiative” meeting adds to our fears that euro-zone policymakers are now less willing to step in to help Emerging Europe than in 2008/09. Of course, much depends on how events pan... 17th January 2012 · 1 min read
Emerging Europe Chart Pack Sliding back into recession The past month has brought further evidence – if any were needed – that Emerging Europe will not escape unscathed from the gathering storm in the euro-zone. Unsurprisingly, perhaps, the region’s most... 19th December 2011 · 1 min read
Emerging Europe Economics Update Inflation threat is not as big as many fear Headline inflation has picked up across much of Emerging Europe. But we don’t think this threat is as big as some commentators are suggesting since underlying inflationary pressures are subdued. With... 14th December 2011 · 1 min read
Emerging Europe Economics Update Central Europe’s underlying inflation still weak On the face of it at least, the latest rise in inflation in Central Europe is deeply worrying, not least since it has come against a backdrop of slowing growth. But a closer look at the data reveals... 13th December 2011 · 1 min read
Emerging Europe Economic Outlook Euro crisis to trigger recessions further east The deepening turmoil in the euro-zone is likely to drag large parts of Emerging Europe into recession over the next year. Financial sector vulnerabilities mean that recession risks are greatest in... 7th December 2011 · 1 min read
