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Emerging Europe Macro Daily

MNB Holds at 5.5%, Poland Output Beats (10/21/2026). AI-generated Emerging Europe daily notes: CEE rates, CBRT, CNB, NBH, and regional FX. Free. Updated on local business days.

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MNB left its base rate unchanged at 5.50% on October 20, matching consensus, with the forint strengthening into the decision as markets digested Monday's 2027 budget presentation.Polish September industrial output beat forecasts, reinforcing the view that Poland's economy retains momentum and supporting stable NBP rates.BIST 100 surged 3.22% while Brent crude pushed above $110, a combination that keeps Turkish inflation risks and CBRT orthodoxy under scrutiny.

DateNote
10/21/2026MNB Holds at 5.5%, Poland Output Beats
10/20/2026MNB Hold Eyed as Forint, Budget in Focus
10/19/2026Forint Firms Pre-MNB; Poland DM Upgrade
10/16/2026PLN Leads as Poland's Growth Story Gains Traction
10/15/2026NBP Paralysis Risk, Zloty Resilience in Focus
10/14/2026PL Political Risks Weigh, CZ Growth Cut
10/13/2026NBP Board Standoff, PLN Steady, BIST Slips
10/12/2026NBP Turmoil Clouds Rate-Setting; Forint in Focus
10/09/2026NBP Hike Talk Lifts PLN; Budget Pitch
10/08/2026CEE Slips With Global Risk; NBP Adds Gold
10/07/2026NBP Holds Seventh Month; PLN Leads CEE Gains
10/06/2026BIST Climbs as CEE Currencies Steady
10/05/2026BIST Edges Up, PLN Weakens on Quiet Day
10/02/2026Poland CPI Overshoots, Turkey Trade Narrows
10/01/2026Poland CPI Breaches NBP Band, Turkey Trade Narrows
09/30/2026Poland CPI Preview Looms as BIST Falls 2.4%
09/29/2026Polish CPI Preview, BIST Falls as Forint Weakens
09/28/2026Poland CPI Preview Looms as Defense Costs Rise
09/25/2026MNB Holds at 5.5%, CEE FX Strengthens
09/24/2026Polish Tensions Hit CEE Equities, MNB Cuts Target

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