Currencies May 4, 2026 08:20 AM

Political Turmoil Drags Down Romania's Foreign Reserves

April reserves fall to 64.8 billion euros as coalition rifts and an impending no-confidence vote unsettle public finances and the leu

By Jordan Park
Political Turmoil Drags Down Romania's Foreign Reserves

Romania's foreign currency reserves dropped to 64.8 billion euros in April from 67 billion euros in March, the central bank said on Monday. The decline has coincided with political instability after the Social Democrats withdrew support for Prime Minister Ilie Bolojan, leaving him to lead a minority cabinet. A no-confidence motion backed by the leftists and the hard-right AUR threatens further policy paralysis and could imperil reforms tied to roughly 10 billion euros in EU funding by an August deadline. The leu fell to record lows versus the euro but appeared to stabilise on Monday.

Key Points

  • Foreign reserves fell to 64.8 billion euros in April from 67 billion euros in March, equivalent to $75.78 billion.
  • Prime Minister Ilie Bolojan leads a minority cabinet after the Social Democrats withdrew support last month amid backlash to austerity measures.
  • A no-confidence vote backed by leftists and the hard-right AUR risks prolonged policy deadlock, endangering reforms tied to about 10 billion euros in EU funding by an August cutoff.

The central bank reported on Monday that Romania's foreign currency reserves fell to 64.8 billion euros in April, down from 67 billion euros recorded in March. The April total is equivalent to $75.78 billion, according to the figures released.

Political instability has weighed on the country's financial position. Reformist Prime Minister Ilie Bolojan is now leading a minority government after the Social Democrats - the largest party within his pro-European Union coalition - withdrew their backing last month. The Social Democrats' withdrawal followed a decline in their support as a result of austerity measures introduced by Bolojan with the stated aim of reducing what is described as the EU's highest budget deficit.

The political landscape has further fragmented ahead of a no-confidence vote scheduled for Tuesday. Leftist lawmakers have allied with the hard-right opposition group AUR in an effort to unseat Bolojan. Observers cited in the central bank release noted that whether the vote succeeds or fails, Romania faces weeks or months of policy deadlock, a situation that could delay or derail reforms.

Those reforms are time-sensitive. The government needs to carry out measures required to secure approximately 10 billion euros in European Union funds before an August cutoff date. The current political crisis puts access to that financing at risk, given the potential for prolonged legislative and administrative stagnation.

Market impacts have been visible. The Romanian leu fell to record lows against the euro amid the turmoil. The currency is subject to tight management by the central bank, and it appeared to have stabilised on Monday after recent declines. The drop in reserves coincides with the government's struggle to press ahead with fiscal reform while managing coalition tensions and heightened opposition pressure.

In sum, the central bank's April figures highlight a convergence of financial and political stressors: shrinking reserves, currency weakness, and fragile governing coalitions, all of which complicate the path to required fiscal adjustments and timely access to EU support.

Risks

  • Prolonged political deadlock could delay or prevent implementation of fiscal reforms necessary to secure roughly 10 billion euros in EU funds - impacts public finances and EU-funded projects.
  • Ongoing instability has driven the leu to record lows versus the euro, increasing currency market volatility and placing pressure on monetary authorities.
  • Declining foreign reserves reduce financial buffers available to the central bank while the government grapples with coalition tensions and opposition pressure - affecting national fiscal stability.

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