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Selected tag: financial markets
1 week ago
Poland's GDP revised upwards
After last week's GDP growth review for 4Q25, we are looking forward for more recent readings from the real economy, i.e. labour market, manufacturing, and retail. We expect robust growth figures.
3 weeks ago
Ceasefire takes tail risks off the table
MacroCompass April 2026 - 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
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.
1 month 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 months 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.
2 months 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financial markets remain under pressure from geopolitics and potential consequences of Donald Trump's tariffs being rescinded.