Emerging Europe Economics Weekly Central banks in EE facing their own set of challenges The string of central bank meetings across Emerging Europe this week highlighted the unique challenges that policymakers across the region are currently facing, but one common thread in all countries... 27th October 2023 · 9 mins read
Emerging Europe Economics Update BoI: FX worries mean rate cuts unlikely for now The Bank of Israel (BoI) left its policy rate on hold at 4.75% today and, while its communications provided little firm policy guidance, policymakers clearly have one eye on the currency and will... 23rd October 2023 · 3 mins read
Emerging Europe Economics Weekly Fiscal support coming in Israel, Tusk’s election win There remains significant uncertainty over how the Israel-Hamas war will evolve, but developments this week confirm that fiscal policy will be loosened as policymakers provide support to the military... 20th October 2023 · 9 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Oct. 2023) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Russia and Turkey had a strong first half to the year, but large policy tightening is... 19th October 2023 · 1 min read
Middle East & North Africa Economics Weekly Israel-Hamas and Egypt, Qatar LNG, Saudi inflation Reports over the past week suggest that Egypt may be trying to leverage its role in the Israel-Gaza conflict to receive financial support. However, this would not address the fundamental issues behind... 19th October 2023 · 6 mins read
Emerging Europe Economics Weekly Four points on the impact of the Israel-Hamas conflict There remain enormous uncertainties about how the war between Israel and Hamas will develop. Israel's economy has proven resilient to conflicts in the past, but its military efforts in Gaza this time... 13th October 2023 · 5 mins read
Middle East & North Africa Economics Weekly How will the Israel-Gaza conflict affect the rest of MENA? The outbreak of conflict between Hamas and Israel this week has not yet spilled over into the wider Middle East and North Africa. But the situation is in flux and, if Iran were to be pulled into the... 12th October 2023 · 8 mins read
Event Drop-In: Israel-Gaza conflict – Assessing macro and market risks 1696856400 The attack by Hamas militants on Israel, and the Netanyahu government’s declaration of war, brings renewed turmoil to the Middle East, threatening regional political and economic stability.
Emerging Europe Economics Update First thoughts on the Israel-Gaza conflict The attack by Hamas on Israel on Saturday has led to widespread casualties and deaths, and the declaration of war by Israel’s prime minister. From an economic perspective, the experience from the 2014... 9th October 2023 · 4 mins read
Emerging Europe Economic Outlook Recoveries across CEE, but Russia and Turkey to slow Russia and Turkey have outperformed the rest of the region this year amid support from loose policy, but both economies look set for a slowdown in 2024 while recoveries take shape across Central and... 28th September 2023 · 3 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Sep. 23) Russia and Turkey had a strong first half to the year, but large policy tightening is likely to result in a sharp slowdown in 2024. Inflation pressures look set to keep building and further interest... 20th September 2023 · 1 min read
Emerging Europe Economics Update BoI: another hawkish hold, rate cuts still some way off The Bank of Israel (BoI) left its policy rate on hold again today, at 4.75%, and while our baseline forecast is that the tightening cycle is now over, the BoI’s hawkish comments support our view that... 4th September 2023 · 3 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Aug. 23) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Russia, Turkey and Israel had a strong first half to the year, but growth across Central... 22nd August 2023 · 1 min read
Emerging Europe Rapid Response Israel GDP (Q2 2023) The small pick-up in Israeli GDP growth to 3.0% q/q annualised in Q2 shows that the economy is holding up better than we and most other had thought this year. And we think that growth will remain... 16th August 2023 · 2 mins read
Emerging Europe Economics Weekly Turkey’s Erkan in the spotlight, Israel’s pivotal week Turkey's new central bank governor presented a much more realistic set of inflation forecasts and delivered a convincing message at her first Inflation Report briefing this week. The priority is... 28th July 2023 · 10 mins read
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
