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2 days ago
Poland gets an EM treatment
This will be a busy week, even though macroeconomic events remain in the back seat. In Polish macro calendar there are several highlights: March consumer confidence on Wednesday, industrial output and labor market data on Thursday, Moody’s rating decision on Friday.
2 weeks 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
2 weeks ago
Poland’s MPC to cut rates on Wednesday
The key macroeconomic event will be Wednesday’s interest rate decision by the Monetary Policy Council. We expect a 25bp rate cut, in line with the market consensus.
3 weeks ago
Global factors weigh on Polish markets ahead of Fitch rating decision
The last week of February will be uneventful in the Polish market, with the string of January real economy data already behind us. The Fitch rating agency will make a decision on Poland's rating on Friday. Meanwhile, core financial markets remain under pressure from geopolitics and potential consequences of Donald Trump's tariffs being rescinded.
4 weeks ago
Key macro data from Poland coming this week
It’s a busy week with the first macro releases for January and business and consumer sentiment for February scheduled. The most important one is probably January enterprise sector wages, since this will clear some of the confusion regarding the state of the labor market and inflationary pressures.
5 weeks ago
The Interest Rate Cut Postponed to March
This week we will receive Q4 2025 GDP data (around 4.0% yoy), January CPI inflation (based on the old consumption basket weights), and the December 2025 current account balance. These releases should be broadly neutral for the zloty and Polish government bond yields.