The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of the region is causing...
Europe | Russia's invasion of Ukraine is sending tremors through CEE
Posted by Mateusz Urban on Mar 15, 2022
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact as the Central and Eastern...
Europe | NBP hikes rates amid falling PLN and higher inflation prospects
Posted by Mateusz Urban on Mar 9, 2022
The National Bank of Poland (NBP) hiked its policy rate by 75bps at yesterday's meeting, bringing it to 3.5%. Although a continuation of monetary...
Eurozone | Durable goods will turn deflationary only in 2023
Posted by Oliver Rakau on Mar 7, 2022
Up until recently there had been growing signs that the forces that lifted durable goods prices last year had begun weakening or even reversing. But...
Eurozone | A change of fortune across EU industries looms
Posted by Daniel Kral on Mar 1, 2022
Industrial performance across Europe has varied widely in the wake of the pandemic. The main laggards, Germany and France, have shaped the overall...
Europe | Key Themes 2022: CEE is in for an eventful year
Posted by Tomas Dvorak on Jan 20, 2022
After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful year in 2022. This year should...
Europe | Real estate obsolescence risk lowest for the Nordics
Posted by Mark Unsworth on Jan 19, 2022
Our new index of European real estate obsolescence finds that the Nordic countries have the lowest risk of obsolescence and are best placed for the...
Europe | Inflation risks pose conundrum for the CEE
Posted by Tomas Dvorak on Dec 16, 2021
Inflationary pressures have strengthened and broadened in Central and Eastern Europe recently, prompting a hawkish turn by the region’s central...
Eurozone | Another difficult winter ahead amid Omicron threat
Posted by Daniel Kral on Dec 10, 2021
We have revised down our near-term eurozone growth forecast, owing to deteriorating health conditions and the emergence of the Omicron variant. This...
Poland | NBP reaffirms its hawkish turn
Posted by Mateusz Urban on Nov 4, 2021
The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening was expected, the...