Emerging Europe Rapid Response CEE Economic Sentiment Indicators (Oct.) The European Commission’s Economic Sentiment Indicators for Central and Eastern Europe (CEE) suggest that growth in the region as a whole held up relatively well at the start of Q4. But there has been... 30th October 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Oct. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that GDP growth in Central and Eastern Europe generally remained... 23rd October 2025 · 1 min read
Emerging Europe Rapid Response Romania Interest Rate Announcement (Oct.) The National Bank of Romania left its policy rate on hold today, at 6.50%, and despite signs that the economy is struggling in response to recent fiscal tightening, we think interest rates will be... 8th October 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Sep. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that GDP growth in Central and Eastern Europe remained resilient... 29th September 2025 · 1 min read
Emerging Europe Rapid Response CEE Economic Sentiment Indicators (Sep.) The European Commission’s Economic Sentiment Indicators for Central and Eastern Europe (CEE) were a mixed bag in September, but our regional measure of sentiment rose to a three-month high and points... 29th September 2025 · 2 mins read
Emerging Europe Economic Outlook Stagnation in Russia, fragile recoveries in CEE The economies of Emerging Europe will diverge over the coming year as Russia’s war economy continues to run out of steam, while growth in Central and Eastern Europe (CEE) picks up – albeit to varying... 18th September 2025 · 22 mins read
Emerging Europe Economics Weekly Russian drones in Poland, Romania’s fiscal tightening The incursion of Russian drones into Polish airspace this week will, and at the very least, support Polish policymakers' efforts to continue raising defence spending. That said, the macro impact of... 12th September 2025 · 6 mins read
Emerging Europe Economics Update CEE: is growing ‘euroisation’ a concern? The increase in euro-denominated bank lending and deposits across parts of CEE in recent years – due in part to high domestic inflation and interest rates – looks like a concern on the surface, but... 4th September 2025 · 6 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Aug. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The economies of Central and Eastern Europe generally held up well in Q2 and, despite the... 28th August 2025 · 1 min read
Emerging Europe Rapid Response CEE Economic Sentiment Indicators (Aug.) The European Commission’s Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally rose in August despite the higher 15% US tariff on the EU coming into force, and point to an... 28th August 2025 · 1 min read
Emerging Europe Economics Weekly Emerging Europe Weekly: All eyes on Alaska as Trump and Putin take centre stage The scheduled meeting between presidents Trump and Putin later today has focused attention on whether there will be any positive news to end the war in Ukraine, but developments over the course of... 15th August 2025 · 7 mins read
Emerging Europe Economics Update CEE inflation to stay strong, despite wage slowdown The recent slowdown in wage growth across Central and Eastern Europe (CEE) is a welcome development for central banks, but we don’t think it will ease much further, limiting how quickly services... 14th August 2025 · 4 mins read
Emerging Europe Rapid Response Romania Interest Rate Announcement (Aug.) The National Bank of Romania (NBR) left its policy rate on hold today, at 6.50%, as expected, and its communications suggest a restart of the easing cycle remains some way off. We expect rates to... 8th August 2025 · 2 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: CEE gets off (relatively) lightly, tougher talk on Russia The EU-US tariff deal this week confirms that Central and Eastern Europe (CEE) will be subject to the milder end of Trump’s tariff policy, and the reduced tariff rates for motor vehicles are a notable... 1st August 2025 · 8 mins read
Emerging Europe Rapid Response CEE Economic Sentiment Indicators (July) The EC’s Economic Sentiment Indicators for Central and Eastern Europe suggest that regional GDP growth maintained a moderate pace, at 2.0-2.5% y/y, at the start of Q3. The prices components of the... 30th July 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Jul. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The EU-US trade agreement, which will impose a 15% tariff on most EU goods exports to the... 29th July 2025 · 1 min read
