MNI CEEMEA Week Ahead - South Africa CPI, Poland Macro Data

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Our CEEMEA Week Ahead document highlights the major data releases, political events, bond auctions and option expiries scheduled across CEEMEA next week. The document also includes the most pertinent macro developments over the past week. 

• Prime Minister Viktor Orban holds his annual state-of-the-nation address over the weekend. His party continues to trail the opposition in most polls ahead of the April election.
• CPI inflation data is due in South Africa. The SARB recently lowered its forecast for 2026 inflation by 0.2ppts, to 3.3% from 3.5%, and indicated that it sees the local peak in inflation in December 2025 and declines thereafter.
• Any comments from NBP and NBH officials will be closely scrutinised. Inflation data in Hungary paved the way for a rate cut in February whilst Polish policymakers have coalesced around the idea of a March rate cut and a 3.50% terminal rate.