Emerging Europe Rapid Response

Russia Interest Rate Announcement (Apr.)

25th April 2025 · 2 mins read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Apr. 2025)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The economies of Central and Eastern Europe are generally less exposed to higher US...

24th April 2025 · 1 min read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Trade war rollercoaster generating mixed pressures

The 90-day pause on US “reciprocal tariffs” has reduced the scale of near-term downside risks to economic growth across Central and Eastern Europe. Meanwhile, Russia has managed to avoid being hit...

11th April 2025 · 7 mins read

Emerging Europe Rapid Response

Emerging Europe Manufacturing PMIs (Mar.)

The rise in the manufacturing PMIs in Central Europe in March adds to evidence that the region is recovering from its recent soft patch. In contrast, the drop in Russia’s PMI suggests the economy may...

1st April 2025 · 2 mins read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Mar. 2025)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The economies of Central and Eastern Europe appear to have ended Q1 on a positive note...

31st March 2025 · 1 min read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Auto tariffs, Black Sea ceasefire, Israel budget

Hungary and Slovakia will be affected more than most if the Trump administration’s announcement of a 25% auto import tariff isn’t reversed. Elsewhere, efforts to secure a Russia-Ukraine ceasefire in...

28th March 2025 · 7 mins read

Emerging Europe Economic Outlook

Emerging Europe Outlook: Brightening prospects – more so if Ukraine war ends

We’ve raised our GDP growth forecasts across most of the region for this year and think that Central and Eastern European (CEE) economies will pick up pace going into 2026, despite the headwind from...

27th March 2025 · 21 mins read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Turkey fallout, Polish rate outlook

The arrest of a leading opposition politician in Turkey on Wednesday has triggered a major sell-off in the country’s stock market and currency – which has continued today – and serves as a stark...

21st March 2025 · 7 mins read

Emerging Europe Rapid Response

Russia Interest Rate Announcement (Mar.)

21st March 2025 · 2 mins read

Emerging Europe Economics Focus

Russia: sanctions relief and the economic implications

The Trump administration’s efforts to end to the war in Ukraine has raised the prospect of sanctions relief for Russia. This Focus outlines the main sanctions currently in place and the macroeconomic...

20th March 2025 · 24 mins read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Ukraine ceasefire talks, Romania’s political risks

The US proposal for a 30-day ceasefire in Ukraine has been met with a mixed response in Russia, with President Putin saying that he “supports the idea” but that it needs “serious reworking”. Achieving...

14th March 2025 · 7 mins read

Emerging Europe Economics Weekly

Emerging Europe Weekly: German stimulus spillovers, Ukraine aid pause

The prospective fiscal stimulus announced in Germany this week could provide some support to nearby trade dependent economies in Central and Eastern Europe. But with a large part of the spending...

7th March 2025 · 7 mins read

Commodities Chart Pack

Commodities Chart Pack (March 2025)

Weak global demand a risk to OPEC+ plans The recent confirmation from OPEC+ that it intends to go ahead with the plans to gradually increase oil production from April has coincided with ongoing signs...

6th March 2025 · 1 min read

Emerging Europe Rapid Response

Emerging Europe Manufacturing PMIs (Feb.)

3rd March 2025 · 2 mins read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Peace talks, gas flows & defence spending

President Putin this week described Moscow’s initial contact with the Trump administration as “inspiring a certain degree of hope” and, as we explained in an in-depth piece, an end to the war with...

28th February 2025 · 7 mins read