EME Macro/Strategy: macro all-in-one (17-23 July)
In this weekly release, we continue our summer country updates with Poland, where activity likely bottomed out in 2Q and is gaining momentum in 2H23E. Furthermore, we highlight the Turkish Central Bank’s policy decision, with a rate hike of 250bps, to 17.5%, planning gradual tightening, with liquidity and credit measures. We also highlight President Lagarde’s recent speech praised the CESEE region's economic growth, while acknowledging the challenges from recent shocks. Finally, we highlight some recent data updates, showing producers prices retreating, Greece's current account improvements, and Kazakhstan's monthly GDP acceleration.
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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