The Bottom Line

UniCredit reports continued economic resilience in the US and Eurozone, with US 4Q25 GDP revised upward to 2.5%. Central bank policy updates across the CEE region suggest a mix of rate cuts and holds depending on local inflation dynamics.

Key Takeaways

• 1.US 4Q25 GDP growth is expected to reach 2.5%, significantly higher than previous forecasts, driven by resilient net exports and investment.
• 2.The Eurozone composite PMI is expected to rise to 51.5 in February, signaling continued service-driven growth and a slight recovery in company earnings for 2026.
• 3.Central European (CEE) monetary policy is diverging: Poland and Hungary face rate cuts, Czechia holds steady, and Romania awaits late-year cuts as inflation remains high.

Table of Contents

• The Bottom Line
• Economic momentum set to hold
• TOP STORIES OF THE UPCOMING WEEK
• VIEW UPDATE
• QUOTE OF THE WEEK
• WHAT WE ARE READING AND LISTENING TO
• DATA AND EVENTS CALENDAR
• FORECAST TABLES
• IN CASE YOU MISSED IT THIS WEEK
• Authors
• Legal Notices

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