Poland (and Eastern Europe) Revisited ...
As you might have noticed I have been pretty preoccupied lately with the CEE economies and the potential risk of economic trouble in the region. As I have hinted in my recent notes this now forms a larger set of economic issues which need close watching and careful investigation. As such I have two notes up on DM on the Polish labour market, Polish migration policies, as well as the extent to which we can expect migrants in general to return or stay home. On a more general note I should also add that the issues which myself and Edward Hugh (well aided by our friends and colleagues in the comments sections and off the radar mailing groups) have been drawing attention seem set to hit the headlines pretty soon and in fact and in many ways they already are. I want, in this respect, to emphasise that I have no stake whatsoever in the potential economic slowdown in the CEE economies but I do feel that this situation needs coverage. I will continue to cover it as will Edward as well as our commenters and co-researchers but the coverage will be balanced and fair; that much I can promise. We have no interest in creating any kind of panic but won't on the other hand refrain from pointing to what seems obvious from our perspective. In fact, there are winners amongst the CEE economies too and in due time we will try cover them and look at the structural differences between the economies in the reigon. This migth all sound a bit glorified but an important inbuilt part of the current debate on the CEE economies is indeed how markets will respond to distress in the region.
The next step here at Alpha.Sources will be to elaborate my recent note on Lithuania which have gotten a lot of attention around and about, at least relative to what is standard here at Alpha.Sources :). The main point will be to point to how there is more to the labour market story in Lithunania than is immediately visible in the main indicators as well as to give a more comprehensive account of the economic situation.