Analytics
January 26 – February 1, 2022
  • Security update: tone of US-Russia talks turns accusatory, Putin to head to Beijing on Friday
  • Production sector output in December declined by 0.7% YoY
  • MHP 4Q21 operating results: meat prices still strong, but growth slowing down
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January 19 – 25, 2022
  • The NBU has increased the discount rate by 100bps to 10.0%, may hike to 11.0% in March
  • EU Commission to propose a EUR1.2bln emergency MFA for Ukraine
  • Security update: a round of ‘Normandy talks’ in the works, US adopts a more aggressive stance
  • Kernel Holding 2Q22 operating update: vegetable oil volumes still lagging, grain exports on target
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January 12 – 18, 2022
  • Consumer inflation in December decelerated to 10.0% YoY
  • Security update: Blinken to meet Lavrov on Friday in a seemingly last-ditch diplomatic effort
  • Metinvest’s EBITDA in October contracted further by 39% MoM to $0.3bln
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December 15 – 21, 2021
  • Real GDP in 3Q21 grew by 2.7% YoY (final data)
  • Security update: Washington to start talks with Russia in January
  • The World Bank has approved its second EUR0.3bln DPL to Ukraine
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December 08 – 14, 2021
  • Consumer inflation in November decelerated to 10.3% YoY
  • The NBU has increased the discount rate by 50bps to 9.0%
  • Naftogaz 9M21 EBITDA increased by $0.6bln YoY to $0.5bln
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