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The Baltics: 2011 Outlook

Exports are driving the Baltic region’s slow return to growth amid an ongoing process of internal devaluation. Political risks and continued fiscal consolidation threaten support for coalition governments across the region. Estonia will lead regional growth as positive sentiment surrounding the country’s 2011 euro adoption supports a recovery in domestic demand.

Read the 2011 Global Economic Outlook.

Economic Research

Europe Weekly

Europe-Wide Growth Slowdown

By Elisa Parisi-Capone, Katharina Jungen, Mikko Forss, Jelena Vukotic, Parul Walia, William Oman, Sehaj Malik, Filipe Albuquerque Aug 19, 2011

Europe Weekly

Fidesz vs. Hungary’s Central Bank; CEE Pension Pains; Icesave Progress

By Mary Stokes, Jelena Vukotic, Mikko Forss, Mark Willis and Parul Walia Dec 17, 2010

Economic Research

Central and Eastern Europe: Pension Reform Pains

By Jelena Vukotic Dec 17, 2010

Economic Research

Latvia: Rating Upgrade Underscores Swift Economic Rebalancing

By David Rogovic Dec 10, 2010

Global Economic Outlook

Global Overview: 2011 Outlook

By Christian Menegatti, Nouriel Roubini and the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

Macro Forecasts: 2011 Outlook

By the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

The Baltics: 2011 Outlook

By David Rogovic Dec 7, 2010

Economic Research

Internal Devaluation Tames the Baltic Tigers

By David Rogovic Oct 6, 2010

Europe Weekly

Fiscal Consolidation Threats

By Katharina Jungen, Elisa Parisi-Capone, Jelena Vukotic and David Rogovic Oct 1, 2010

Economic Research

Fiscal Consolidation in the Baltics: A Necessary Evil

By David Rogovic Oct 1, 2010

Global Economic Outlook

Global Overview: September 2010 Outlook Update

By Nouriel Roubini, Christian Menegatti and the RGE Macroeconomic Team Sep 10, 2010

Global Economic Outlook

The Baltics: September 2010 Outlook Update

By David Rogovic Sep 10, 2010

Europe Weekly

Periphery Bank Borrowings; German H2 Preview; Romania's IMF Loan Risk

By Elisa Parisi-Capone, Katharina Jungen, Mikko Forss, Jelena Vukotic and Parul Walia Aug 27, 2010

Economic Research

Europe Weekly Spotlight: Eurozone Q2 Growth; Is Germany Rebalancing?; Polls Near in Latvia and Sweden

By Elisa Parisi-Capone, Katharina Jungen, Mary Stokes, Parul Walia, David Rogovic and Eric Persson Aug 13, 2010

Global Economic Outlook

Baltics: Q3 2010 Outlook

By David Rogovic Jul 12, 2010

Economic Research

Europe Weekly Spotlight: Multi-Speed Eurozone Recovery; Strong UK Gilts; Confident Nordics

By Elisa Parisi-Capone, Parul Walia, Eric Persson, Mary Stokes, Jelena Vukotic and David Rogovic Jul 9, 2010

Global Economic Outlook

Baltics: Q2 2010 Outlook

By Mary Stokes Apr 12, 2010

Global Economic Outlook

Baltics: Q1 2010 Outlook

By Mary Stokes Jan 30, 2010

Economic Research

The Baltics Economic Outlook, Q4 2009

By Mary Stokes Oct 7, 2009

Economic Research

Swedish Banks: Could They Get Burned by Heavy Baltic Exposure?

By Mary Stokes and David Rogovic Jun 24, 2009

Economic Research

Latvia's Currency Crisis is a Rerun of Argentina's

By Nouriel Roubini Jun 10, 2009

Economic Research

Latvia: Will It Start a Dangerous Domino Effect?

By Mary Stokes May 6, 2009

Economic Research

Devaluation in Latvia: Why Not?

By Mary Stokes Dec 31, 2008

Economic Research

Global Recession Watch: Recoupling Rather than Decoupling

By Nouriel Roubini Jul 3, 2008

Economic Research

Sick Men of Eastern Europe: Is Pegging to Blame?

By Mary Stokes May 30, 2008

EconoMonitors

Don't Shoot the Messenger

Is the Risk Accompanying Estonia's Eurozone Membership Really that Low?

Edward Hugh Aug 14, 2011

Don't Shoot the Messenger

Estonia's Now-You-See-Me Now-You-Don't Inflation Rate

Edward Hugh Oct 12, 2010

Geostrategy Channel

The Black Sea's West Coast Weighs In on Caspian Sea Basin Pipelines

Robert M. Cutler Aug 31, 2010

Don't Shoot the Messenger

Latvia: The Demographic Price Of Procrastination

Edward Hugh Jul 28, 2010

The Wilder View

The End Game for Europe: Wage Cutting and the Battle for Exports

Rebecca Wilder Mar 7, 2010

Don't Shoot the Messenger

Too Soon to Cry "Victory" on Latvia

Edward Hugh Mar 1, 2010

Nouriel Roubini's Global EconoMonitor

Medicine for Europe’s Sinking South

Nouriel Roubini Feb 2, 2010

Geostrategy Channel

Getting Ready to Join the Eurozone Club

Marek Belka Feb 2, 2010

The Wilder View

Unemployment Rates: U.S. Versus the Rest of the World

Rebecca Wilder Jan 31, 2010

Emerging Markets Channel

Recovering Markets

Marcus Svedberg Jan 26, 2010

Nouriel Roubini's Global EconoMonitor

The Risky Rich

Nouriel Roubini Jan 18, 2010

Geostrategy Channel

The Myth of Nabucco: Greed, Delusion, and Geopolitics

John Daly Jan 7, 2010

Don't Shoot the Messenger

Ten New Year Questions for Paul Krugman

Edward Hugh Jan 4, 2010

The Wilder View

Unemployment in Europe: It's Not Just Spain

Rebecca Wilder Jan 3, 2010

Europe Channel

Quantifying Eurozone Imbalances and the Internal Devaluation of Greece and Spain

Claus Vistesen Dec 28, 2009

Geostrategy Channel

A New Normal for Eastern Europe

Marcus Svedberg Dec 21, 2009

Europe Channel

Italy vs. Greece: The Public Debt Race

Paolo Manasse Dec 15, 2009

Emerging Markets Channel

How Do the Baltic Countries Cope?

Karsten Staehr Dec 15, 2009

Europe Channel

Greece Risks Financial Armageddon While Ireland Makes Cuts

Edward Harrison Dec 13, 2009

Don't Shoot the Messenger

Total Eclipse at the Heart of Dubai's World

Edward Hugh Nov 28, 2009

Europe Channel

Rebalancing in the Baltics - A Preliminary Assessment

Claus Vistesen Nov 25, 2009

Europe Channel

Latvia – the Insanity Continues

Edward Harrison Oct 12, 2009

Global Macro Channel

Moody’s: Iceland, Latvia and Hungary in “Fragile Stabilization”

Edward Harrison Sep 23, 2009

Don't Shoot the Messenger

Latvia's Agony Continues In The Second Quarter - With Little Relief In Sight

Edward Hugh Sep 9, 2009

Europe Channel

Summer Vigour

Marcus Svedberg Sep 4, 2009

Daily Digest

Blogs

Lithuania: not as bright as it seems

Financial Times  Jonathan Wheatley Jan 30, 2012

Analysis

Swedbank Economic Outlook - Sweden & Baltics

Swedbank  Jan 24, 2012

Blogs

EBRD: forecast cut amid warnings over bank deleveraging and eurozone crisis

Financial Times  Stefan Wagstyl Jan 24, 2012

News

Euro-Region Debt Crisis Spells Bank Risk in East, EBRD Says

Bloomberg  Agnes Lovasz Jan 24, 2012

Analysis

Regional Economic Prospects in EBRD Countries of Operations: January 2012

EBRD  Office of the Chief Economist Jan 24, 2012

Analysis

EMEA Bi-Weekly: The good and the bad

Commerzbank AG  Jan 20, 2012

Analysis

Baltics: Inflation stabilising

Danske Bank  Jan 09, 2012

Analysis

Flash Comment - Estonia: CPI pressure gradually fading

Danske Markets Research  Jan 06, 2012

Analysis

Estonia: CPI pressure gradually fading

Danske Bank  Jan 06, 2012

Blogs

2011: Heroes and villains in eastern Europe- Cheers and jeers

Eastern Approaches  E.L Jan 05, 2012

Analysis

Emerging Markets Briefer

Danske Bank  Dec 21, 2011

Analysis

Emerging Markets Briefer - December 2011

Danske Markets Research  Dec 21, 2011

Blogs

Lithuania’s central bank: ready to act

Financial Times, Beyond Brics  David Keohane Dec 20, 2011

Analysis

Unicredit Quarterly: Q1 2012

UniCredit Research   December 2011

Analysis

EM Country Briefing - Central Eastern Europe: External funding in 2012

Commerzbank (registration needed)  Barbara Nestor and Ekaterina Koptsova Dec 19, 2011

Analysis

EMEA Bi-Weekly- Eurozone crisis and bank deleveraging cast a long shadow

Commerzbank (free registration)  Dec 16, 2011

News

Latvians Regain Their Calm

Wall Street Journal  Gustav Sandstrom Dec 13, 2011

News

Ireland, Baltic States Took Biggest Consumption Hit .

Wall Street Journal  Paul Hannon Dec 13, 2011

News

IMF euro rescue starts to unravel

EUobserver  Valentina Popaa Dec 13, 2011

News

Latvia Probes Rumors Behind Cash Withdrawals .

Wall Street Journal  Gustav Sandstrom Dec 12, 2011

Analysis

EMEA Weekly, Dec 8, 2011

Danske Bank  Dec 08, 2011

Blogs

Slovenia’s post-election challenge

Financial Times  Petra Lesjak Dec 02, 2011

Analysis

EMEA Weekly: US Cavalry rides to the rescue

Danske Markets Research  Dec 01, 2011

News

East Europe Risk Rising From Euro Crisis, Development Bank Says

Bloomberg/Businessweek  Henry Meyer Dec 01, 2011

News

CEE - Banking firewall

Financial Times  Nov 29, 2011

Analysis

EMEA Weekly, Nov 24, 2011: Simor’s permanent dilemma

Danske Bank  Nov 24, 2011

Blogs

Latvia: another canary croaks

Financial Times  Jonathan Wheatley Nov 22, 2011

Analysis

Latvia/Lithuania: Increased bank worries

Danske Bank  Nov 22, 2011

Blogs

EM banks: along for the (downhill) ride

Financial Times  Rob Minto Nov 18, 2011

Analysis

Summary of the November 2011 EU10 Regular Economic Report

The World Bank  Nov 15, 2011

Blogs

Estonia's newest good news: Bliss in the Baltic

Eastern Approaches  V.D Nov 17, 2011

Blogs

CEE banks: a quake in Lithuania…

Financial Times, Beyond Brics  Stefan Wagstyl Nov 17, 2011

Analysis

Estonia: despite strong growth, risks are rising

Danske Bank  Nov 11, 2011

News

Estonia: Economy grew 7.9% in the 3rd quarter

Statistics Estonia  Nov 11, 2011

Analysis

Eastern European Banks: Funding Crisis Reprised?

Roubini Global Economics  Jelena Vukotic Nov 08, 2011

Analysis

EMEA Weekly: La crisi degli ostaggi italiani

Danske Markets Research  Nov 10, 2011

News

Vietnam, Estonia expand economic cooperation

Vietnam Business News  Nov 08, 2011

Blogs

…And Justice for All (in emerging Europe)

Financial Times  Sid Verma Nov 07, 2011

News

IMF’s Christine Lagarde Says East Europe Faces Risk of Liquidity Squeeze

Bloomberg  Henry Meyer and Boris Groendahl Nov 07, 2011

Analysis

Estonia: Food inflation begins to moderate

Danske Bank  Nov 07, 2011

News

Latvia weighs human costs of its austerity programme

Financial Times  Neil Buckley Nov 06, 2011

Blogs

Honey, I shrunk Emerging Europe

Financial Times  Joseph Cotterill Nov 04, 2011

Blogs

Baltic tigers go hunting: Be greedy when others are fearful

Eastern Approaches  V.D Nov 02, 2011

Analysis

Unicredit CEE Quarterly, 4Q 2011

Unicredit  Sep 2011

News

Lithuania: Q3 GDP Press Release

Staistics Lithuania  Oct 28, 2011

Analysis

Flash Comment- Lithuania: Impressive growth continues

Danske Markets Research  Oct 28, 2011

Analysis

A Latvian Government for Latvia

Jamestown Foundation  Vladimir Socor Oct 26, 2011

Analysis

Dismantling Banking's New Iron Curtain

The Wall Street Journal  Paul Hannon Oct 25, 2011

Analysis

Macro Monitor: Lithuania October 20, 2011

Danske Markets Research  Violeta Klyviene Oct 20, 2011

News

EBRD cuts 2012 growth forecasts for CEE

Financial Times  Neil Buckley Oct 19, 2011

News

Eastern Europe Slows on ‘Protracted’ Euro Crisis, EBRD Says

Bloomberg  Agnes Lovasz Oct 18, 2011

Analysis

Emerging Markets Briefer - October 2011

Danske Markets Research  Oct 17, 2011

News

Latvian Government Wobbles as Six Defect From Zatlers’ Party

Bloomberg  Aaron Eglitis Oct 17, 2011

Analysis

Latvia: Coalition government loses majority

Danske Bank  Oct 17, 2011

Analysis

Estonia: Macro Monitor: Higher GDP forecast for 2011

Danske Bank  Oct 13, 2011

Analysis

Lithuania: Switching to internally driven growth

Unicredit  Sep 30, 2011

Analysis

Latvia: Lagging behind, but catching up

Unicredit  Sep 30, 2011

News

Emerging Europe Must Repair Budgets, Cut Bad Loans, IMF Says

Bloomberg/ Businessweek  Agnes Lovasz Oct 05, 2011

Blogs

IMF: positive on CEE with a few “buts”

Financial Times, Beyond Brics  Stefan Wagstyl Oct 05, 2011

Analysis

IMF Regional Outlook: Europe

IMF  Oct 05, 2011

Analysis

CEE Quarterly: 4Q 2011

Unicredit  Sep 30, 2011

Analysis

After Elections, Latvia Can Have a Latvian Government Again (Part Two)

Jamestown Foundation  Vladimir Socor Sep 26, 2011

Analysis

After Elections, Latvia Can Have a Latvian Government Again (Part One)

Jamestown Foundation  Vladimir Socor Sep 23, 2011

Blogs

Bully for the Baltics?

The New York Times  Paul Krugman Sep 24, 2011

News

ECB May Take Further Steps If Outlook Worsens, Estonia Central Banker Says

Bloomberg  Gabi Thesing and Sandrine Rastello Sep 26, 2011

Analysis

EMEA Weekly: Rising EM volatility takes no hostages

Danske Bank  Sep 23, 2011

Analysis

Latvia's unnoticed revolution: analysing the elections

European Council on Foreign Relations  Andrew Wilson Sep 22, 2011

Opinions

Baltic disharmony

Financial Times  Sep 20, 2011