EME Macro/Strategy: Inflation, not Trump, is the biggest problem
The real, big challenge ahead is growing inflation, not trade tensions; this, in our view, was the strongest message of the July sentiment indices. Export expectations are more commonly down than up, and inventories are rising in several countries. The recent agreement between Trump and Junker signals a pause in the trade tensions, for now. At the same time, inflation is a growing problem: rising actual commodities inflation, rising inflation expectations, escalating wage pressures and rising house prices.
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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