EME Macro/Strategy: macro all-in-one (14-20 July)
Last week, the EU Commission released the first formal proposal for the 2028-2034 EU budget cycle, which was met with mixed reactions from the Member States. A mix of consumer and producer price data were released for the Eurozone, Czechia and Poland, showing upsides from food inflation. In Romania, the government survived the vote of no confidence. In Hungary, the government announced support measures for employers, ahead of the planned 40% increase in the minimum wage over 2025-27. We also discuss the KZT weakening, amidst the good macro data for Kazakhstan, and the latest stand-off between the EU and Georgian Dream, concerning the potential end of the visa-free regime for Georgian citizens and the EU Parliament’s calls for new and fair elections.
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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