EME Macro/Strategy: macro all-in-one (5-11 May)
Last week, the domestic tensions following the first round of the Romanian presidential elections heightened, and the polls are showing that the second round will remain a tight race, with Simion losing some support, but maintaining the lead. Tensions also remain high in Türkiye, and weekly interest rates on deposits and loans maintain their upward trajectory. Monetary Councils convened in CEE, with the CNB cutting by 25bps and the NBP delivering a 50bps cut, following President Glapinski’s dovish pivot last month. Meanwhile, in the US, the Fed remained on hold, extending the “wait-and-see” stance in response to the tariffs. Ahead of the Presidential election in Poland, PM Tusk has signed a defence pact, to bring Poland under France’s nuclear umbrella. Negotiations between the US and China, as well as on a future peace deal between Ukraine and Russia, progressed and are set to improve the risk appetite in the near term.
WOOD & Company is the leading investment bank in Emerging Europe. Founded in 1991 and head-quartered in Prague, our footprint spans the region and touches investors around the globe.
A pioneer in Emerging Europe, WOOD executed many of the first CEE equity trades and landmark investment banking transactions. Our electronic trading platform was the first in the region, and remains the best. We are continually expanding our relevance and reach in these ever-evolving markets.
Our equity market share reflects our stature: 7% in Warsaw, 20% in Bucharest, 16% in Hungary, 40% in Prague and 5% in Vienna. Our distribution is unparalleled, with the largest salesforce in the region, servicing a uniquely diverse investor base.
We couple local expertise with a truly international perspective. With offices on the ground in the region, and in key financial hubs such as London and Milano, we are never far from our clients and we remain at the forefront of what’s afoot in the CEE emerging and frontier landscape.
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