Emerging Europe Rapid Response Emerging Europe Manufacturing PMIs (Nov.) The increase in the manufacturing PMIs out of Emerging Europe in November offers some encouragement that demand conditions in the region’s industrial sectors may be past the worst. We expect a pickup... 1st December 2025 · 2 mins read
Emerging Europe Rapid Response CEE Economic Sentiment Indicators (Nov.) The European Commission’s Economic Sentiment Indicators for Central and Eastern Europe generally rose in November and point to solid regional growth in Q4. That said, firms’ selling price expectations... 27th November 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Nov. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The Q3 GDP data out of Emerging Europe confirmed a growing divergence in the region, with... 19th November 2025 · 1 min read
Emerging Europe Economics Update Why the CNB’s next move will be a hike The Czech National Bank (CNB) has left interest rates on hold over the past six months and, while the consensus view remains that there’ll be one more cut, we think the improving growth outlook means... 12th November 2025 · 4 mins read
Emerging Europe Rapid Response Czech Interest Rate Announcement (Nov.) The decision by the Czech National Bank to leave its policy rate on hold today, at 3.50%, was widely expected by analysts, and policy settings are likely to remain unchanged next month. That said, in... 6th November 2025 · 2 mins read
Emerging Europe Rapid Response Emerging Europe Manufacturing PMIs (Oct.) The weak manufacturing PMIs out of Emerging Europe in October, at face value, signal further difficulties for the region’s industrial sectors. But the PMIs haven’t been the most reliable guide to the... 3rd November 2025 · 2 mins read
Emerging Europe Economics Weekly Czech strength, Russia banking risks, NBP meeting Data released this week suggest that the Czech economic recovery is continuing to gather momentum. The risks to our GDP growth forecasts there have shifted to the upside and the central bank's easing... 31st October 2025 · 6 mins read
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 Rapid Response Czech & Hungary GDP (Q3 2025) The early Q3 GDP figures out of Central Europe showed a divergence in performance with Hungary’s economy continuing to struggle, while the Czech recovery shifted up a gear. We expect growth in Hungary... 30th October 2025 · 2 mins read
Emerging Europe Economics Weekly Pressure on Russia ramps up as Trump loses patience The US sanctions on Russia’s energy sector announced this week, if enforced stringently, have the potential to significantly raise the cost for Russia of continuing the war in Ukraine. But Putin’s... 24th October 2025 · 6 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 Economics Update ANO victory = looser fiscal stance, hawkish CNB The victory for the populist eurosceptic ANO party in the Czech parliamentary election over the weekend will likely result in looser fiscal policy, which will support GDP growth and cement the central... 6th October 2025 · 3 mins read
Emerging Europe Economics Weekly Czech election nears, awaiting a fiscal impulse The Czech parliamentary election kicks off today, with opposition populist party ANO set to gain the most number of seats. Depending on its actual vote share, the only way it may be able to form a... 3rd October 2025 · 7 mins read
Emerging Europe Economics Focus The macro implications of the Czech election The latest polling ahead of the Czech parliamentary election this weekend suggests that the right-wing populist opposition party, ANO, will gain the highest share of votes and may form a coalition... 1st October 2025 · 17 mins read
Emerging Europe Rapid Response Emerging Europe Manufacturing PMIs (Sep.) The weak batch of manufacturing PMIs out of Emerging Europe in September suggest that industrial activity in the region is continuing to be held back by weak external demand. The surveys also suggests... 1st October 2025 · 2 mins 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
