Makro i sektorske analize koje vam pomažu u pametnom i utemeljenom donošenju odluka.
Produktivnost u regiji raste, ali presporo
10.11.2025 10:35
Slabiji dolar briše zaradu evropskih investitora u S&P indeksu
03.10.2025 12:14
Ko su skriveni dragulji tržišta kapitala u Adria regiji?
23.09.2025 12:41
Stabilan rast u perspektivi, uz eksterne rizike koji ostaju na snazi
23.09.2025 12:36
Kvartalne analize
Kvartalni outlook i pregledi koji osvjetljavaju najvažnije makro i tržišne trendove i trendove koji pokreću tržište robe.
Ukupno analiza
329
+3 u poslednjih 30 dana
Nedavne analize
1
Objavljeno u poslednjih 7 dana
Najpregledanije
6976
Ukupan broj pregleda
Trendovi
Regija
Najtraženija tema
Filteri
Agri commodity market - Diseases and weather are shaping the prices
The price of sugar has fallen by 17% over the past year. All cereals are highly dependent on weather conditions and Russian/Ukrainian exports. Currently, there are no significant adverse weather conditions or major risks to cereal exports via the Black Sea. As a result, the FAO Cereal Price Index fell by 6.9% year-over-year, with all cereals at lower levels. Meat prices, as measured by the FAO Meat Index, have fallen by 8.1% over the past year.
13.02.2025.
Commodity market - Trump and weather to navigate the prices
Copper and aluminium prices were elevated in 2024. Copper prices were cca 10% higher on average in 2024 (till mid Dec-2024), aluminium 7% yoy for the same period. China is a common denominator for industrial metals, so government stimulus provided a boost to the copper price mid-year. Aluminium exposure to the automobile production sector limits the upside, with protective measures imposed impacting the flow directions.
19.12.2024.
Adria Region Macro Quarterly 1Q 2025 - Growth on track, external risks lurk
The Adria region will continue its growth trend, based on stable consumption growth, infrastructure investments, and a external demand rebound. Tight labour markets will support continued wage growth and provide support to the domestic demand, while one of the key risks remain tied to the external demand. Especially, as the crisis in the German auto industry unwinds further, and protective measures spread globally.
12.12.2024.
Markets report - Equity & Bonds - Positive trends persist amid solid economic growth
Equity indices in the Adria region have continued their growth year-to-date, outperforming most CEE indices. The only index showing negative performance is BIRS, reflecting concerns of overvaluation. Positive sentiment around moderate real economic growth has translated into improved company results. In terms of bonds, the risk premium has fallen year-to-date compared to German benchmark, further signaling the good shape of regional economies and improved investor sentiment towards Adria region bonds.
18.10.2024.
Adria Region Macro Quarterly 4Q 2024 - Moderate growth and stabilizing inflation ahead
The Adria region is seen to experience moderate economic growth in 2024, supported by robust domestic consumption, ongoing infrastructure projects, and improving external demand. This growth is expected to continue into 2025, fuelled by ongoing infrastructure investments, a recovery in external demand, and stable domestic consumption. Fiscal policies across the region will remain expansionary in 2024, with a focus on public investment and social spending. However, by 2025, a gradual shift towards fiscal consolidation is anticipated, especially in Slovenia and Croatia, as governments work to manage budget deficits.
06.09.2024.
Inflation report - Services running the show
Inflation has slowed in the Adria region, as the prices have been converging to their elevated levels. Calming of external pressures has allowed the prices to relatively stabilize, compared to the previous years. Even though the monetary policies have tightened, the transmission was slow and burdened by high liquidity of the banking systems.
16.08.2024.
Retail trade - Retail trade rebounding, driven by strong fundamentals
Real retail trade trends are rebounding in 2024, after slower 2023 digits hit by high inflation and uncertainty impaired consumption sentiment. As the inflation slowed down, the spending mood has improved, providing support for the retail trade growth. Spending fundamentals have positive contribution, with growing real wages and employment rise.
26.07.2024.
Adria region metals industry: Corroding sales and razor thin profitability
The largest metal producers in the region felt the sting of the global downturn in metal prices. Sales growth melted away and profitability potential was slim at best. Excess supply arose as the collective industry issue. In this report we dive into the details behind the sales downturns and explore how procurement methods, end user markets and production processes create divergence in performance.
11.07.2024.
