Emerging Europe Rapid Response Israel Interest Rate Announcement (Nov.) The decision by the Bank of Israel to cut its policy rate by 25bp today, to 4.25%, was accompanied by communications which suggest that further monetary easing will be approached cautiously and will... 24th November 2025 · 2 mins read
Emerging Europe Economics Weekly Ukraine peace plan, Hungary rates, Israel’s recovery Details of the latest US-Russian led peace plan to end the war in Ukraine suggest that Washington is willing to make significant concessions to Moscow in negotiations, but the proposal is likely to... 21st November 2025 · 7 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Nov. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The Q3 GDP data out of Emerging Europe confirmed a growing divergence in the region, with... 19th November 2025 · 1 min read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Oct. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that GDP growth in Central and Eastern Europe generally remained... 23rd October 2025 · 1 min read
Emerging Europe Economics Weekly Gaza ceasefire holding, Russia-India energy relations The ceasefire between Israel and Hamas remained intact this week, but the road to a lasting peace looks fragile. Meanwhile, we still think that an interest rate cut by the Bank of Israel next month... 17th October 2025 · 9 mins read
Middle East & North Africa Economics Weekly Israel-Hamas ceasefire, oil slides, Tunisia’s unorthodoxy persists The ceasefire between Israel and Hamas has, so far, remained intact, which could bring positive spillovers for the likes of Egypt and Jordan. More importantly, however, the war has fundamentally... 16th October 2025 · 6 mins read
Middle East & North Africa Economics Update The geopolitical ramifications of the Gaza peace plan The war in Gaza has fundamentally re-shaped geopolitics in the Middle East. Iran and Russia (and, indirectly, China) are nursing blows to their power in the region, which has created space for the US... 15th October 2025 · 5 mins read
Emerging Europe Economics Weekly Ceasefire in Gaza, NBP’s dovish surprise The ceasefire in Gaza which came into force today will, if it proves lasting, support the ongoing recovery in Israel’s economy and makes an interest rate cut by the central bank at its next meeting... 10th October 2025 · 6 mins read
Middle East & North Africa Economics Weekly Israel-Hamas ceasefire, Egypt heads to Washington Israel and Hamas appear on the cusp of agreeing a long-awaited ceasefire agreement. If it holds, this puts the region on a path to end the war and removes key downside risks to the Middle East’s... 9th October 2025 · 8 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Sep. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that GDP growth in Central and Eastern Europe remained resilient... 29th September 2025 · 1 min read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Sep.) The hawkish communications from the Bank of Israel (BoI), as it left its policy rate on hold today, at 4.50%, suggest that expectations for interest rate cuts this year may be disappointed. While we... 29th September 2025 · 2 mins read
Emerging Europe Economic Outlook Stagnation in Russia, fragile recoveries in CEE The economies of Emerging Europe will diverge over the coming year as Russia’s war economy continues to run out of steam, while growth in Central and Eastern Europe (CEE) picks up – albeit to varying... 18th September 2025 · 22 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Aug. 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 generally held up well in Q2 and, despite the... 28th August 2025 · 1 min read
Emerging Europe Economics Weekly Emerging Europe Weekly: Ukraine security guarantees, Israel & geopolitical risk The intensification of talks to end the war in Ukraine signals cautious progress, but Russia and Ukraine remain far apart in their key demands. And Russia’s recalcitrance has become increasingly clear... 22nd August 2025 · 7 mins read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Aug.) The Bank of Israel (BoI) left its policy rate on hold again today, at 4.50%, and the accompanying communications continued to highlight concerns about the inflationary risks stemming from the ongoing... 20th August 2025 · 2 mins read
Emerging Europe Economics Update Israel: GDP contraction should prove short-lived The unexpected contraction in the Israeli economy in Q2 amid the war with Iran should reverse this quarter, and so we think it is unlikely that the Bank of Israel will cut interest rates at its... 18th August 2025 · 3 mins read
