reports
- Bert Colijn
- Jakub Rybacki
- Jakub Seidler
- James Knightley
- James Smith
- Muhammet Mercan
- Peter Virovacz
- Prakash Sakpal
- Valentin Tataru
- James Knightley
- Carsten Brzeski
- Chris Turner
- Iris Pang
- James Knightley
- James Smith
- Mark Cliffe
- Padhraic Garvey
- CFA
- Raoul Leering
- Rob Carnell
September Economic Update: Getting real on “no dealâ€
The real-world impact of the failure of politicians to agree on cross-border ‘deals' is becoming obvious. Financial markets don't like it, and investors are shifting into safe havens. With business confidence sagging, pressure is on for politicians to get deals done. Read more in our latest economic update
- Peter Virovacz
- Muhammet Mercan
Turkish Central Bank: Ready to deliver more rate cuts
We expect the CBT to cut its policy rate by 175bp to 18% for the next MPC meeting on September 12 on the back of a faster than expected recovery in the inflation outlook and ongoing improvement trends in inflation expectations. The continuation of the easing cycle is also supported by improving external financial conditions
- Ciprian Dascalu
- Valentin Tataru
- Iris Pang
- Nicky Mapa
- Prakash Sakpal
- Rob Carnell
- Ciprian Dascalu
- Valentin Tataru
Monitoring Croatia/A good year so far
The regaining of its investment grade status from S&P and Fitch, an almost done deal on ERM-II admission next year, still strong growth and targeted tax reforms have all contributed to make 2019 arguably the best post-crisis year for Croatia. Looking ahead, confidence is still running high among consumers and businesses but the external demand will remain a drag. Needless to say, 2019 was another banner year for the Croatian tourism sector.
- James Knightley
- Prakash Sakpal
- James Smith
- Petr Krpata
- CFA
Brexit: Four thoughts after Westminster's wild Wednesday
A UK election now looks inevitable - the only question now is 'when'. However, the chances of a 'no deal' Brexit on 31 October appear to have receded, but there are still ways it could happen, and given the outcome of an election looks deeply uncertain, despite the Conservatives' lead in the polls, the rebound in sterling is unlikely to have legs
- Jakub Seidler
Czech Republic: Retail sales keep up the positive momentum
Czech retails sales accelerated to 7% YoY. However, this figure is flattered by a higher number of working days, so we can say that domestic retail sales are growing around 5% this year. That's a similar pace to the last two years and double what we see in the wider EU
- Ciprian Dascalu
- Valentin Tataru
- Iris Pang
- Nicky Mapa
- Prakash Sakpal
- Rob Carnell
- James Knightley
- James Knightley
- Peter Virovacz
- Bert Colijn
- James Smith
UK service sector slows further as Brexit uncertainty builds
With Brexit uncertainty causing investment to decline, service sector activity has slowed as new orders become scarce. A lot will hinge on the events today in Westminster, but the bottom line is that risk of a 'no deal' Brexit on 31 October is unlikely to fade completely after this week. This will continue to keep the pressure on underlying growth
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.