Emerging Europe Economics Weekly Gas price volatility, Romania’s fiscal slippage The jump in wholesale European natural gas prices in the early part of this week doesn’t mean the energy crisis in the region is coming back to life. For economies in Central and Eastern Europe, it... 1st September 2023 · 7 mins read
Emerging Europe Rapid Response Manufacturing PMIs (Aug.) The manufacturing PMIs for August suggest that industrial sectors in Poland, Czechia and Turkey remained in the doldrums last month, but Russia’s PMI rose further and the prices balances provide... 1st September 2023 · 2 mins read
Emerging Europe Rapid Response Economic Sentiment Indicators (Aug.) The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally rose in August and suggest that the region may be on the road to recovery. What’s more, firms’... 30th August 2023 · 2 mins read
Asset Allocation Update We think EMEA equities will continue to be a mixed bag Equities in Europe, the Middle East and Africa (EMEA) have returned little in US$ terms so far this year. While they may fare better next year, we doubt they’ll outperform the wider emerging equity... 29th August 2023 · 6 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 Central & Eastern Europe GDP (Q2 2023) Q2 GDP figures for Central and Eastern Europe (CEE) generally came in below expectations and suggest that the region continued to suffer the ill-effects from high inflation and interest rates last... 16th August 2023 · 2 mins read
Emerging Europe Economics Weekly Encouraging CEE inflation data, Turkey’s gold tariff The July inflation data out of Central and Eastern Europe (CEE) this week suggests that our forecasts for interest rate cuts to arrive across the region over the rest of this year, and in early 2024... 11th August 2023 · 8 mins read
Emerging Europe Economics Update CEE: net migration outflows to slow sharply this decade Economies in Central and Eastern Europe (CEE) have experienced large and persistent net migration outflows in recent decades, but the tide has shifted in the past five years or so as outflows have... 7th August 2023 · 6 mins read
Emerging Europe Economics Weekly Rate cuts approaching in CEE, retail downturn passing Expectations for the start of monetary easing cycles in Poland and Czechia strengthened this week and the debate now is about whether or not central banks will cut interest rates at their next... 4th August 2023 · 9 mins read
Emerging Europe Economics Update CEE: net migration outflows to slow sharply this decade Economies in Central and Eastern Europe (CEE) have experienced large and persistent net migration outflows in recent decades, but the tide has shifted in the past five years or so as outflows have... 3rd August 2023 · 6 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