EME Macro/Strategy: macro all-in-one (1-7 September)
The tempo of the Eurozone economic recovery appears steady: so far, tariff uncertainty has not triggered a slowdown, but it may be curbing some of the upside that we were hoping to begin to see more clearly by now. In Poland, the MPC delivered what we expect to be the final rate cut for a long time. Romania is making progress on its fiscal reforms. Greek GDP in 2Q matched our expectations and the PM announced EUR 1.6bn of fiscal easing over the weekend. Turkish inflation came in slightly higher, but not enough to change our overall assessment. Positively, OPEC+ has agreed, in principle, to increase production again next month.
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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