Tag Archives: Poland
Easy ECB money makes its way to Eastern Europe
Whether ECB President Mario Draghi will be proven correct when he said the recent LTRO issuances were an “unquestionable success,” the injection of liquidity into the system is definitely making its way around the region. However, the flows are probably not going where Mr. Draghi would have liked.
Emerging Markets Week Ahead: Goodbye Rabbit, Hello Water Dragon
The Chinese New Year starts this week with the year of the Water Dragon. This will limit the amount of market-moving releases from the country this week and spawn a myriad of Feng Shui inspired stories about making money after a jittery year of the rabbit.
Emerging Europe and Russia are down but not out for 2012
Austerity measures will keep economic growth in the EU at dismally low levels for the next two years, and the emerging countries on the fringes will most likely lag other emerging regions as well. The picture in Russia is decidedly more promising but faster economic growth may come at the price of higher inflation.
Poland in 2012: caught in the middle
Poland’s economy looks set to weaken further as internal demand catches up to the weak external environment. Consumer inflation should moderate somewhat as the central bank will probably keep rates on hold unless growth weakens significantly.
Eastern Europe is relatively debt-free and growing fast
Central and Eastern Europe (CEE) includes ten countries – Bulgaria, the Czech Republic, Estonia, Hungary, Latvia, Lithuania, Poland, Romania, the Slovak Republic and Slovenia. Of these Estonia, Latvia and Lithuania are known as the Baltic countries. The CEE region constitutes about 21% of European Union’s population and covers about 25% of its area.
Moodys upgrades outlook for banks in Turkey and Poland
Turkey and Poland get upgrades by Moodys in their outlook in the banking sectors.
Carrefour, Tesco fight over Polish stores
When they say the emerging consumer is the holy grail of the markets right now, they often mean the BRIC, but do not rule out opportunities in regions like Eastern Europe.
Trading the Globe: After the G20
As expected, the G20 did nothing to end the currency wars. The question is where we go from here.
