Emerging Europe Economics Weekly

Emerging Europe Weekly: Ukraine security guarantees, Israel & geopolitical risk

The intensification of talks to end the war in Ukraine signals cautious progress, but Russia and Ukraine remain far apart in their key demands. And Russia’s recalcitrance has become increasingly clear...

22nd August 2025 · 7 mins read

Commodities Weekly

Commodities Weekly: EU gas to shake off the summer lull; Jackson Hole and gold

Although news on the likelihood of a Russia-Ukraine peace deal has influenced EU natural gas prices this week, we still think there are more important factors that will eventually drive prices lower...

22nd August 2025 · 4 mins read

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

The Trump-Putin meeting & implications for the Ukraine war

The announcement that Presidents Trump and Putin will meet in Alaska on Friday has increased the possibility of a scenario in which the Ukraine war ends on terms favourable to Russia. That could...

11th August 2025 · 4 mins read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Trump-Putin meeting, chip tariffs, hawkish CNB

The touted Trump-Putin meeting next week has re-focused attention on efforts to bring the war in Ukraine to an end, but we are sceptical much will be achieved given Putin’s maximalist territorial...

8th August 2025 · 8 mins read

Commodities Update

Grain prices won’t plummet if war in Ukraine ends

Russia’s invasion of Ukraine caused grain prices to surge to record levels in 2022, but a peace deal won’t lead to large falls in prices. This is mainly because Ukrainian grain production has already...

27th May 2025 · 2 mins read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (May 2025)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The economies of Central and Eastern Europe have lost momentum over the course of 2025 and...

22nd May 2025 · 1 min read

Emerging Europe Economics Focus

Expansion & integration: the future of EU enlargement

The push to enlarge the EU has gained momentum since the start of Russia’s war in Ukraine, but accession progress is likely to be slower than many expect. While some candidate countries stand a good...

20th May 2025 · 32 mins read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Russia heading to recession? Romania election re-run

The latest data out of Russia suggest that the economic slowdown we expected is happening more abruptly than we thought likely. A technical recession over the first half of this year is now a clear...

2nd May 2025 · 8 mins read

Commodities Update

What to make of the US-Ukraine minerals deal?

This Update answers some key questions on the recently agreed US-Ukraine minerals deal. In short, estimates of Ukraine’s mineral wealth seem to be overblown. The deal may provide more US support for...

1st May 2025 · 5 mins read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Russia-Ukraine peace talks, CEE fiscal deficits

The US has been pushing harder over the past week to achieve a peace deal that Russia is willing to accept. But the more concessions that are offered to Putin, the less willing Ukraine will be to...

25th April 2025 · 8 mins read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Apr. 2025)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The economies of Central and Eastern Europe are generally less exposed to higher US...

24th April 2025 · 1 min read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Mar. 2025)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The economies of Central and Eastern Europe appear to have ended Q1 on a positive note...

31st March 2025 · 1 min read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Turkey fallout, Polish rate outlook

The arrest of a leading opposition politician in Turkey on Wednesday has triggered a major sell-off in the country’s stock market and currency – which has continued today – and serves as a stark...

21st March 2025 · 7 mins read

Emerging Europe Economics Focus

Russia: sanctions relief and the economic implications

The Trump administration’s efforts to end to the war in Ukraine has raised the prospect of sanctions relief for Russia. This Focus outlines the main sanctions currently in place and the macroeconomic...

20th March 2025 · 24 mins read