Emerging Europe Economics Weekly Emerging Europe Weekly: All eyes on Alaska as Trump and Putin take centre stage The scheduled meeting between presidents Trump and Putin later today has focused attention on whether there will be any positive news to end the war in Ukraine, but developments over the course of... 15th August 2025 · 7 mins read
Emerging Europe Economics Update CEE inflation to stay strong, despite wage slowdown The recent slowdown in wage growth across Central and Eastern Europe (CEE) is a welcome development for central banks, but we don’t think it will ease much further, limiting how quickly services... 14th August 2025 · 4 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (Aug. 2025) Our View: The Q2 GDP figures out so far point to robust growth across much of the emerging world, but we think growth will soften over the second half of the year. While growth across much of Asia... 14th August 2025 · 1 min read
Emerging Europe Economics Weekly Emerging Europe Weekly: CEE gets off (relatively) lightly, tougher talk on Russia The EU-US tariff deal this week confirms that Central and Eastern Europe (CEE) will be subject to the milder end of Trump’s tariff policy, and the reduced tariff rates for motor vehicles are a notable... 1st August 2025 · 8 mins read
Emerging Europe Rapid Response CEE Economic Sentiment Indicators (July) The EC’s Economic Sentiment Indicators for Central and Eastern Europe suggest that regional GDP growth maintained a moderate pace, at 2.0-2.5% y/y, at the start of Q3. The prices components of the... 30th July 2025 · 2 mins read
Emerging Europe Rapid Response Hungary & Czechia GDP (Q2 2025) The Q2 GDP data released out of Hungary and Czechia confirmed that both economies have held up reasonably well since the introduction of US tariffs in April. With the EU-US trade deal likely to deal... 30th July 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Jul. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The EU-US trade agreement, which will impose a 15% tariff on most EU goods exports to the... 29th July 2025 · 1 min read
Emerging Europe Economics Weekly Emerging Europe Weekly: EU-US trade deal nearing, lacklustre activity data The trade deal that the EU and US are reportedly close to reaching would reduce the downside risks to activity across Central and Eastern Europe, particularly given that the region's key auto sector... 25th July 2025 · 7 mins read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (Jul.) The Hungarian central bank (MNB) left its base rate unchanged today at 6.50%, and we think that interest rates will remain at this level throughout 2025. That’s a more hawkish view than the consensus... 22nd July 2025 · 1 min read
Emerging Europe Economics Weekly Emerging Europe Weekly: Turkey’s return to easing, Trump’s threat to Putin US President Trump’s threat of 'secondary' tariffs on Russia - which would apply to countries buying energy from Russia - if followed through on, could exert a major squeeze on Russia’s fiscal... 18th July 2025 · 7 mins read
Emerging Europe Economics Update Fiscal risks still simmering across CEE Measures of fiscal risk premia have generally eased across Central and Eastern Europe (CEE) over the past few months, but the region’s public debt dynamics remain a point of concern. Budget deficits... 17th July 2025 · 5 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Romania inflation rebound, Trump’s Russia statement Romania’s fiscal tightening measures will add to the country’s inflation problem in the near term, and we’ve significantly revised up our CPI forecast over the next year. While the consensus view is... 11th July 2025 · 5 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Jun. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Emerging Europe is less vulnerable than other EM regions to higher US import tariffs, but... 26th June 2025 · 1 min read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (June) 24th June 2025 · 2 mins read
Emerging Europe Economic Outlook Emerging Europe Outlook: Diverging paths in the face of US protectionism Emerging Europe is generally less vulnerable than other EM regions to higher US import tariffs, but we have still nudged down some of our GDP growth forecasts for this year. We think the region will... 18th June 2025 · 22 mins read
