Economy
Lithuania
Signs of Lithuania's painful internal devaluation continue to abound, with the current account posting a EUR12.72mn surplus during the first quarter, in stark contrast to the EUR16.08mn...
2010-08-26Estonia
We hold to our forecast for Estonian inflation to average 2.0% in 2010, with latest data for July recording a 2.8% y-o-y rise for the Harmonised Index for Consumer Prices (HICP). Over...
2010-08-26Estonia
A major upside surprise in second quarter Estonian real GDP growth has raised risks to our 0.2% and 2.2% growth forecasts for 2010 and 2011 respectively. We maintain though, that while...
2010-08-25Lithuania
While some improvement to Lithuania's ailing fiscal position has been registered in Q110, we maintain our view that the 3.0% of GDP deficit target remains unattainable by 2012. A weak...
2010-08-23Czech Republic
The Czech koruna strengthened against the euro through July, moving towards the upper bounds of its multi-month trading range as European sovereign debt fears subsided. Despite this...
2010-07-28Poland
Poland's industrial output came in 14.5% y-o-y higher in June, suggesting that economic activity is well on the way for a sizeable expansion in 2010. The reading is in stark contrast...
2010-07-28Poland
We reiterate our constructive stance towards the Polish zloty, which appreciated sharply over the course of July. Indeed, the unit remains one of our regional favourites and we expect...
2010-07-28Czech Republic
We reiterate our view that the Czech Republic's fiscal situation is extremely robust with budget consolidation likely to be seen in the months ahead. Indeed, the formation of a centre-right...
2010-07-28
