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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%.
11 months ago
A perfect storm for the euro
GDP growth did not surprise, but its structure did. The weakness of consumption will stay with us for longer. At the same time, we are approaching the moment when the Monetary Policy Council will resume rate cuts. We present our macroeconomic forecasts and scenario for financial markets in December.