2024-03-26
Export and sound money would be the game changer
Additional problems arise when the state softens the recession, widening the budget deficit with additional money into the economy.
Tag: inflation
2024-03-19
The game is not over: growth and export are key
Lithuania’s optimism assumes a rapidly increasing household real income: will wages keep rising faster than prices with no consequences?
2024-03-09
The surface may cool down, but instability burns underneath
Estonia should build on the competitive advantages of an efficient business environment and wide digital experience to escape stagflation.
2024-02-27
People don’t buy it, the air balloon doesn’t fly
Despite the wage gains in the region and retail sales up to 3%, Polish households remain cautious when making purchasing decisions.
2024-01-20
There’s no space for real growth with accommodating NBP
In a deteriorating context, NBP faces the pro-inflationary impact of fiscal easing, regulatory decisions, and the uncertain economic outlook.
2024-01-09
Only hope remains when market distortions are even stronger
Market expectations of rapid disinflation remain, but underlying risks come from commodity costs, monetary supply, and trade protectionism.
2023-12-23
The fire looks smaller, but the ashes keep burning
The core inflation is persistently higher than headline, while expansionary fiscal policy increases the pressure and weaken the competitiveness.
2023-12-16
Real growth need focus and free markets, not smoke
The current decline in Estonia’s exports is more a reflection of the weakness in foreign markets and the problems with competitiveness.
2023-11-28
Poland under scrutiny: money value and elections at stake
CEE inflation remains markedly higher than in the West, and is unlikely to get back on track till late-2025.
2023-11-18
Despite growth bouncing back, the core of inflation remains
GDP growth to be close to 2% YoY in 4Q23 and around 0.4% for the whole year, but the level of core prices stands still (8%).