Emerging Europe Rapid Response Poland Interest Rate Announcement (Feb.) 8th February 2023 · 2 mins read
Emerging Europe Economics Update First thoughts on Turkey’s earthquakes The recent earthquakes that hit Turkey and Syria are a human tragedy and foremost in everyone’s minds. Nonetheless, the financial markets will also need to bear in mind the economic cost and, to the... 7th February 2023 · 4 mins read
Emerging Europe Economics Focus CEE’s energy crisis: looking beyond this winter The energy crisis in Central and Eastern Europe has lost some of its bite as natural gas prices have slumped and countries have made good progress in replacing Russian energy supplies. This has... 6th February 2023 · 25 mins read
Emerging Europe Economics Weekly Czech-China tensions, Poland’s birth rate slumps The increase in tensions between the newly elected Czech president and Chinese authorities this week highlights the risk of a fracturing of economic ties between the two countries. For Czechia, China... 3rd February 2023 · 10 mins read
Emerging Markets Economics Update China’s re-opening and EMs: three key questions We’ve received a lot of questions recently about the impact of China’s re-opening on EMs, including at our monthly Drop-in today. This Update answers three key questions on the winners and losers, the... 2nd February 2023 · 4 mins read
Emerging Europe Economics Update Hawkish CNB may pivot soon The hawkish tone struck by the Czech National Bank (CNB) as it left its policy rate on hold again today, at 7.00%, isn’t prompting us to abandon our view that rates will be cut around the middle of... 2nd February 2023 · 3 mins read
Emerging Europe Rapid Response Czech Interest Rate Announcement (Feb.) 2nd February 2023 · 2 mins read
Emerging Markets Economics Update EM banks well placed to face rising loan losses EM banks will face an increase in loan losses this year, but the good news is that banking sectors on the whole appear well-placed to absorb these, particularly in parts of Latin America, Emerging... 2nd February 2023 · 4 mins read
Emerging Markets Economics Update EM industry: brighter outlook, but headwinds persist The manufacturing PMIs picked up in most emerging markets in January, offering hope that the worst for EM industry may have now passed. But activity remains soft against the backdrop of high interest... 1st February 2023 · 2 mins read
Emerging Europe Economics Update The economic risks of Israel’s new government Concerns over democratic backsliding and an escalation of the Israeli-Palestinian conflict associated with Israel’s new far-right government won’t necessarily mean that foreign investment into Israel... 1st February 2023 · 3 mins read
Emerging Europe Data Response Manufacturing PMIs (Jan.) The manufacturing PMIs for January rose in most countries and add to evidence from other surveys that, while economies in Central and Eastern Europe may struggle in the early part of this year, the... 1st February 2023 · 2 mins read
Emerging Europe Data Response Czech GDP (Q4 2022) The 0.3% q/q contraction in Czech GDP in Q4 confirmed that the economy was in recession over the second half of last year. The outlook for the economy has brightened a bit in recent months as natural... 31st January 2023 · 2 mins read
Emerging Europe Data Response Economic Sentiment Indicators (Jan.) Economic sentiment in Central and Eastern Europe picked up again in most countries in January and our regional-weighted measure hit a four-month high. We still think that GDP in most countries will... 30th January 2023 · 2 mins read
Emerging Europe Data Response Poland GDP (2022) The 4.9% increase in Polish GDP over 2022 as a whole is consistent with a slowdown in growth to around 1.6% y/y in Q4 and a small quarterly decline in output of around 0.5% q/q, confirming that the... 30th January 2023 · 2 mins read
Emerging Europe Economics Weekly “Lira-isation” drive deepens, MNB’s hawkish stance Turkish policymakers deepened their "lira-isation" drive this week by increasing the incentive for firms to convert their FX earnings into lira, but we're not convinced that the policy changes will be... 27th January 2023 · 11 mins read
Emerging Europe Chart Pack Growth outlook brightens, but tough times still ahead The growth outlook for 2023 across Central and Eastern Europe has brightened a bit over the past month. Wholesale European natural gas prices have continued to fall sharply and survey measures of... 26th January 2023 · 14 mins read
