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

Emerging Europe Economics Weekly

Emerging Europe Weekly: Ukraine ceasefire talks, Romania’s political risks

The US proposal for a 30-day ceasefire in Ukraine has been met with a mixed response in Russia, with President Putin saying that he “supports the idea” but that it needs “serious reworking”. Achieving...

14th March 2025 · 7 mins read

Emerging Europe Economics Weekly

Emerging Europe Weekly: German stimulus spillovers, Ukraine aid pause

The prospective fiscal stimulus announced in Germany this week could provide some support to nearby trade dependent economies in Central and Eastern Europe. But with a large part of the spending...

7th March 2025 · 7 mins read

Commodities Chart Pack

Commodities Chart Pack (March 2025)

Weak global demand a risk to OPEC+ plans The recent confirmation from OPEC+ that it intends to go ahead with the plans to gradually increase oil production from April has coincided with ongoing signs...

6th March 2025 · 1 min read

Emerging Europe Economics Weekly

Emerging Europe Weekly: Peace talks, gas flows & defence spending

President Putin this week described Moscow’s initial contact with the Trump administration as “inspiring a certain degree of hope” and, as we explained in an in-depth piece, an end to the war with...

28th February 2025 · 7 mins read

Commodities Weekly

Commodities Weekly: Trump throws more curveballs at commodity markets

President Trump loomed large over commodity markets once again this week, with tariff threats and tighter sanctions. Next week, the focus will turn to the National People’s Congress in China and an...

28th February 2025 · 4 mins read

Emerging Europe Economics Focus

Russia & Ukraine: mapping out a post-war future

An end to the war in Ukraine would fundamentally change the economic outlook for Russia and Ukraine, but a lot would depend on the nature of any peace agreement. A deal that involves large-scale...

27th February 2025 · 26 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 and the deal suggests that US support for...

26th February 2025 (Updated 1st May 2025) · 5 mins read