Emerging Europe Chart Pack Emerging Europe Chart Pack (Jan. 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation continued to fall sharply across Central and Eastern Europe at the end of 2023... 31st January 2024 · 1 min read
Emerging Europe Rapid Response Czech GDP (Q4) The meagre 0.2% q/q expansion in Czech GDP in Q4 confirms that the economy contracted over 2023 as a whole, and we think that this is likely to be followed by tepid growth this year. We maintain our... 30th January 2024 · 2 mins read
Emerging Europe Economics Update Five key themes from Euromoney's CEE forum The fading energy crisis and the falls in inflation and interest rates generated a more positive mood about the economic outlook at Euromoney’s Central and Eastern European (CEE) forum in Vienna this... 18th January 2024 · 5 mins read
Emerging Europe Rapid Response Economic Sentiment Indicators (Dec.) The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally continued to rise in December and point to regional activity strengthening at the end of 2023... 8th January 2024 · 2 mins read
Emerging Europe Rapid Response Manufacturing PMIs (Dec.) The manufacturing PMIs out of Central and Eastern Europe (CEE) and Turkey for December suggest that industrial sectors ended 2023 on a relatively soft note. But Russia remained the outlier, where the... 2nd January 2024 · 2 mins read
Emerging Europe Economics Weekly EU’s new fiscal rules, CNB joins the rate cutting club EU finance ministers agreed on a new set of fiscal rules this week, but this doesn’t change our view that concerns about public debt dynamics will grow in parts of Central and Eastern Europe over the... 22nd December 2023 · 6 mins read
Emerging Europe Rapid Response Czech Interest Rate Announcement (Dec.) The Czech National Bank (CNB) maintained a hawkish tone as it started its easing cycle today, but we still think that interest rates will be lowered by a further 300bp next year (from 6.75% to 3.75%)... 21st December 2023 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Dec. 2023) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation and interest rates will fall across Central and Eastern Europe in 2024 and an... 19th December 2023 · 1 min read
Emerging Europe Economics Weekly Assessing Russia's war hit, change of guard in Poland Analysis by the US Treasury Department published this week gained a lot of attention for highlighting that Russia’s economy is now 5% smaller due to the war and sanctions than it otherwise would have... 15th December 2023 · 9 mins read
Emerging Europe Rapid Response Czech Consumer Prices (Nov.) The fall in Czech inflation to 7.3% y/y in November means that the start of a monetary easing cycle at next week’s policy meeting is still very much a close call. But at this stage we think it’s most... 11th December 2023 · 2 mins read
Emerging Europe Economic Outlook Inflation fight is far from over Inflation and interest rates will fall across Central and Eastern Europe (CEE) in 2024 and an economic recovery is likely to take hold across the region. But the task of bringing inflation back to... 7th December 2023 · 25 mins read
Emerging Europe Economics Weekly CEE inflation won’t follow euro-zone to target in 2024 Investors increased their expectations for interest rate cuts by the ECB after November’s soft euro-zone inflation print this week, but in parts of Central and Eastern Europe (CEE) the latest... 1st December 2023 · 9 mins read
Emerging Europe Rapid Response Manufacturing PMIs (Nov.) The manufacturing PMIs in Central and Eastern Europe rose in November suggesting that industrial sectors in the region are turning a corner, while Russia’s PMI remained near multi-year highs. That... 1st December 2023 · 2 mins read
Emerging Europe Rapid Response Economic Sentiment Indicators (Nov.) The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally rose in November, and suggest that activity in the region has continued to recover in Q4... 29th November 2023 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Nov. 23) 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... 23rd November 2023 · 1 min read
Emerging Europe Rapid Response Central & Eastern Europe GDP (Q3 2023) Q3 GDP figures out of Central and Eastern Europe (CEE) showed a mixed performance across the region, but as a whole CEE economies appear to be past the worst of the downturn. With households’ real... 14th November 2023 · 2 mins read