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Selected tag: financial markets
2 hours ago
Rate hikes deferred until next year
MacroCompass November 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets
1 week ago
Second-round effects in Poland's CPI are looming over horizon
Domestically, the flash reading of October CPI on Friday will be this week’s key macroeconomic figure. We expect a 0.4 p.p. fall from the September reading, as fuel prices fell 10% m/m. In the core economies, Fed and the ECB will be deciding interest rates – yet no hikes shall be delivered.
2 weeks ago
Our third attempt at 4% Polish GDP growth
An interesting week ahead – the focus will be on Polish monthly macro data (Tuesday and Thursday) and flash PMI readings for core markets (Friday).
3 weeks ago
NBP ready to hike, not necessarily in November
On Wednesday the Ministry of Finance is back on the market with a fresh sale of POLGBs. Macro releases from the Polish economy will also return on that day. Final CPI data will shed some light on what happened to core inflation in September, to be confirmed by the NBP on the next day.
3 weeks ago
ECB started, Fed joined, NBP will follow
MacroCompass October 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets
4 weeks ago
NBP will hold rates steady this week
This week looks relatively quiet on the macro front. In Poland, the MPC meeting will be the key event, with interest rates widely expected to remain unchanged.