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1 month ago
NBP will cut interest rates this week
The key event of the week for the Polish market will be Wednesday’s meeting of the Monetary Policy Council, at which we expect a 25 bp cut in interest rates.
1 month ago
Ten economic questions for 2026-2027
As last year’s market and economic turbulences fade away, time has come to make up for setbacks and delays and to fulfill pent-up demand. The year 2026 should prove more favorable both for the global economy and for Poland. We expect Polish economy to expand by 4%, and an even stronger outturn would not come as a surprise.
4 months 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%.
1 year 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.