1 week ago
No pressure to change interest rates in Poland
MacroCompass July/August 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets
5 weeks ago
Why Poland Matters Now
Poland’s economic success is set to continue for another decade or more. It will be supported by three key factors. First, Poland will be at the centre of Europe’s rebuilding of its defence capabilities. Second, it is Europe’s largest energy construction site, which puts it in a strong position in the race to attract AI data centres. Third, Poland will benefit from Europe’s new industrial policy, aimed at containing China. We discuss all of this in a report prepared for the Pekao & BofA Capital Markets Conference in London on 15–16 June 2026.
5 weeks ago
Rising hawkish tide leaves the NBP behind
MacroCompass June 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets
2 months ago
The global economy running on empty
MacroCompass May 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets
3 months ago
Ceasefire takes tail risks off the table
MacroCompass April 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets
4 months ago
Only good news from Polish economy
MacroCompass March 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets