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 Markets rally as euro-zone fears recede This is the first edition of our new monthly Emerging Europe Markets Monitor. The purpose of this publication is to analyse the developments in local markets over the past month and give an update on... 7th 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 Commercial Property Update Emerging European property markets won't survive 2013 unscathed The results from this week’s EC survey suggest that, for most of Emerging Europe, commercial property occupier demand probably stagnated or deteriorated in the final quarter of last year. Hungary was... 11th January 2013 · 1 min read
Emerging Europe Economics Update New NBH Governor could catch markets off guard The appointment of Hungary’s new central bank Governor, due to be announced next month, has the potential to shatter the recent calm in the local financial markets. In this Watch, we assess the... 10th January 2013 · 1 min read
Emerging Europe Economics Update Little room for policy stimulus in Romania In spite of the recent easing in financial market tensions, there is little scope for Romanian policymakers to cut interest rates to support growth. As such, we think the economy is likely to flatline... 7th 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 Economics Update Romanian elections to put leu under spotlight The run-up to Romania’s parliamentary election on Sunday has been surprisingly quiet. But we think the markets may be underestimating the risk of fresh turbulence following the vote. 6th 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
