Makro i sektorske analize koje vam pomažu u pametnom i utemeljenom donošenju odluka.
Zlato do kraja 2026. može i do 5.000 USD/unc
30.12.2025 12:09
Impresivnih +28% prinosa za tržišta u razvoju
29.12.2025 17:33
Rast u 2025. otporan ali neujednačen
26.12.2025 11:05
Produktivnost u regiji raste, ali presporo
10.11.2025 10:33
Kvartalne analize
Kvartalni outlook i pregledi koji osvetljavaju najvažnije makro i tržišne trendove i trendove koji pokreću tržište roba.
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Adria Region Macro Quarterly 2Q 2025 - Uncertainties elevated, but growth to continue
We expect the Adria region to continue its growth momentum in 2025 and 2026. Domestic demand will continue to contribute strongly due to firm spending fundamentals. Labour markets are tight, and availability of a work force is one of the key issues in the mid term. Main risks to our projection come from the external environment.
13.03.2025.
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.
