Emerging Europe Economics Weekly Political deadlock in Israel, CEE tightening in focus Israel’s election this week delivered no clear winner. While political uncertainty won’t have much bearing on the country’s security strategy or near-term economic outlook, it makes it less likely... 30th October 2026 · 5 mins read
Emerging Europe Economics Update Israel’s election points to political limbo The results so far from Israel’s election point to a range of possibilities for the next government although, irrespective of who is in power, it looks like the coalition will be fragile. We don’t... 28th October 2026 · 4 mins read
Emerging Europe Economics Weekly Hungary’s budget, spillover risks from France Hungary’s 2027 budget delivered a positive surprise for investors, although we harbour doubts about whether the government can meet the fiscal criteria for euro adoption by 2030. Elsewhere, the spike... 23rd October 2026 · 5 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (October 2026) Emerging Europe has weathered the energy shock well and we expect regional growth to strengthen in 2027. We remain upbeat on growth in Poland and Czechia, but more cautious than the consensus on... 22nd October 2026 · 1 min read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Oct. 2026) The Bank of Israel (BoI) kept interest rates on hold at 3.25% as expected today and we think it will adopt a more cautious stance towards further easing going forward. This points to perhaps one more... 21st October 2026 · 2 mins read
Emerging Europe Economics Focus Israel’s election: what it means for the macro outlook lsrael’s upcoming election is unlikely to have a major impact on the country’s near-term growth outlook or fiscal trajectory, but it will have significant medium-term implications. An opposition-led... 15th October 2026 · 18 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (September 2026) Emerging Europe has weathered the energy shock well so far and we expect regional GDP growth to strengthen in 2027. We remain upbeat on growth in Poland and Czechia, but more cautious than the... 23rd September 2026 · 0 mins read
Emerging Europe Economic Outlook Diverging interest rate cycles Emerging Europe has weathered the energy shock well so far and we expect regional GDP growth to strengthen in 2027. We remain upbeat on Poland and Czechia, but more cautious than the consensus on... 15th September 2026 · 21 mins read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Sep. 2026) The Bank of Israel (BoI) opted to deliver another 25bp interest rate cut, to 3.25% at today’s meeting, and with inflation likely to increase over the coming months we think it will opt for a temporary... 1st September 2026 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (August 2026) Economic growth has generally held up well since the start of the year, albeit with a divergence that is likely to persist in the coming quarters. Poland is likely to be an outperformer while Romania... 25th August 2026 · 1 min read
Emerging Europe Economics Update Israel: Q2 rebound doesn’t rule out further rate cuts The rapid recovery in Israel’s GDP in Q2 confirms that the start of the Iran war had only a minor and temporary effect on the economy, and GDP growth now looks on course to exceed 4% over this year as... 17th August 2026 · 2 mins read
Emerging Europe Economics Weekly Q2 GDP wrap-up, Turkish monetary easing incoming? The raft of Q2 GDP figures out of Central and Eastern Europe highlighted that the region weathered the energy shock reasonably well but also that there’s a wide divergence in performances across the... 14th August 2026 · 5 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (July 2026) The region appears to have come through the energy shock in good shape so far, with economic activity growing strongly in Q2 (Russia and Romania aside) and inflation falling below central banks’... 28th July 2026 · 1 min read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Jul. 2026) 6th July 2026 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (June 2026) Our Emerging Europe Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The region has come through the energy shock relatively unscathed, and the... 24th June 2026 · 1 min read
Emerging Europe Economic Outlook Regional easing cycle has further to run Emerging Europe has come through the energy shock with only a minor loss of momentum and (generally) contained inflation. We think the region will be one of the few globally where monetary easing... 19th June 2026 · 24 mins read
