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Selected tag: business cycle
5 days ago
Green shoots in Polish monthly macro data
The last week of October will begin quietly, with a calendar devoid of significant macroeconomic releases. The US, still grappling with the government shutdown, will miss many important data publications. For that reason, markets will focus on central bank meetings, including the ECB and the Fed, with the US market expecting a 25 bps interest rate cut. In Poland, the flash reading for October CPI will be released at the end of the week, likely confirming its stabilization below 3%.
3 weeks ago
Inflation stands still, while the MPC sits on the fence
MacroCompass October 2025 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets
1 month ago
Inflation under control, public debt under scrutiny
We are back after the holidays with our monthly publication "MacroCompass" including: 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
Monetary policy in Poland on pause in the summer
Macro Compass July and August 2025 - our macroeconomic forecasts for Poland, preview of monthly data readings and the expected scenario of events on the financial markets
7 months ago
Tariff carousel pushes macro into the backseat
Macro Compass March 2025 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets
8 months ago
Tariffs on, tariffs off
Macro Compass February 2025 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets