EME Macro/Strategy: macro all-in-one (6-12 May)
The data flow from last week has strengthened our conviction that private spending has, finally, begun to pick up across the CE4 economies, setting the stage for better GDP dynamics later in the year. The preliminary trade data for March suggest that improvements in the current account surplus likely continued in Czechia and Hungary, but less so in Romania. In Türkiye, the CBT released its latest inflation report, with minor adjustments in its forecasts, but left the door open for further rate hikes. Additionally, we present our insights from the second annual symposium, hosted by WOOD in Istanbul last week. Finally, the MPC in Poland kept the policy rate on hold.
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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