Report
Alessio Chiesa ...
  • Raffaella Tenconi

EME Macro/Strategy: macro all-in-one (13-19 January)

Last week provided some relief, with a mild softening in US data and the Israel-Hamas ceasefire deal, ahead of President Trump’s inauguration today. December inflation prints were released across our coverage, revealing mild upward surprises on the back of rising food and energy, with the remaining pipeline pressures to unfold in January. Central banks in Romania and Poland kept rates unchanged, amid potential upside inflation risks from the release of energy price caps in the coming months. Current account positions worsened further on a subdued exports backdrop, except in Türkiye where domestic demand is beginning to turn upwards. In the CIS space, the National Bank of Kazakhstan kept rates unchanged, noting its readiness to act if KZT weakening continues. Protests are continuing in Georgia, while former President Zurabishvili will attend the Inauguration in Washington this week.
Provider
Wood and Company
Wood and Company

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.

Analysts
Alessio Chiesa

Raffaella Tenconi

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