EME Macro/Strategy: macro all-in-one (27 February-5 March)
The geopolitical crisis in the Middle East has intensified over the past week, with Iran’s aerial response to the recent US-Israel aerial strikes, spreading to regional US military bases in the neighbouring countries. The sharp rise in energy prices will lift inflation in the very near term, but upside risks are mounting, as we do not see credible signals of a quick resolution within the next week. In other news, the NBP delivered a 25bps cut. February’s inflation prints were released in the Euro area and Türkiye, showing firm food inflation, while inflation in Czechia fell unexpectedly. Lastly, inflation in the CIS+ region stayed broadly the same, or declined, on a yoy basis, while the NBK kept rates unchanged.
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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