Emerging Europe Chart Pack Emerging Europe Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 26th July 2023 · 1 min read
Emerging Europe Economics Weekly Fallout from Russia's rebellion, lira's sharp depreciation The aborted uprising by Yevgeny Prigozhin against Russia's military last weekend has prompted a forceful response by President Putin as he seeks to reassert his authority. There's much less certainty... 30th June 2023 · 10 mins read
Emerging Europe Economic Outlook Turning a corner, but a difficult road ahead Downturns in activity are bottoming out in Emerging Europe, current account deficits are narrowing and disinflation has taken hold across the region. But the road ahead still looks challenging. We... 21st June 2023 · 3 mins read
Emerging Europe Chart Pack Current account positions improve, but risks remain There has been further evidence over the past month that resilient export growth, weak domestic demand and lower energy prices have helped to improve current account positions across Central and... 31st May 2023 · 15 mins read
Emerging Europe Data Response Central & Eastern Europe GDP (Q1 2023) Q1 GDP data for Central and Eastern Europe were fairly weak on the whole, but Poland’s economy beat expectations and the worst of the regional downturn now appears to have passed. Even so, headwinds... 16th May 2023 · 3 mins read
Emerging Europe Economics Weekly Turkey’s election race, CNB hawks, Hungary’s reforms Opinion polls are painting a clearer picture of Turkey's election on 14th May, with an opposition victory looking more likely. This will offer a route to orthodox policymaking, but an Erdogan victory... 5th May 2023 · 10 mins read
Emerging Europe Chart Pack Inflation past the peak, but big challenges lie ahead Inflation has finally turned a corner. Headline inflation rates fell in March in all 14 economies that we cover, the first synchronised drop in more than a decade. This partly reflects base effects... 26th April 2023 · 15 mins read
Emerging Europe Economics Update CEE: current account improvement to continue Large current account deficits across CEE have started to narrow in recent months and we think that this will continue as slowing economies and lower energy prices shrink import bills. This will... 20th April 2023 · 3 mins read
Emerging Europe Economics Update Romania’s strong growth unlikely to be sustained Romania's economy has outperformed its peers in Central and Eastern Europe over the past year, but domestic demand looks unsustainably strong and a period of weaker growth will be needed to reduce the... 19th April 2023 · 4 mins read
Emerging Europe Economics Weekly Weak CEE activity data, Romania’s FX reserves surge The batch of hard activity data and surveys released across Central Europe this week were relatively weak and suggest that GDP contracted in most countries again in Q1. Downside risks to Q2 have also... 6th April 2023 · 7 mins read
Emerging Europe Rapid Response Romania Interest Rate Announcement (Apr.) 4th April 2023 · 2 mins read
Emerging Europe Economic Outlook Dodging a deep downturn, but challenges far from over There are encouraging signs that the energy crisis is receding, the worst of the downturn is passing and that inflation has peaked across the region, but this year will still be challenging. We expect... 30th March 2023 · 29 mins read
Emerging Europe Economics Weekly SVB, Credit Suisse & the potential implications for EE Economies in Emerging Europe (EE) are particularly vulnerable to a sharp weakening of capital inflows if concerns about the health of the global banking system were to escalate. Investors revised down... 17th March 2023 · 6 mins read
Emerging Europe Data Response Economic Sentiment Indicators (Feb.) The EC’s Economic Sentiment Indicators continued to rebound across Central and Eastern Europe in February, with our regional weighted measure hitting an eight-month high. It is broadly consistent with... 27th February 2023 · 2 mins read