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Search results - Macroeconomic analysis - Bank Pekao S.A.

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1 week ago

Farewell to rate cuts in Poland

MacroCompass September 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets
3 weeks ago

Poland’s fiscal policy and its repercussions in the spotlight

Affirmation of Poland’s sovereign rating by Fitch has set the mood for the Monday session in the financial markets. There are scarce domestic macroeconomic readings scheduled for the upcoming week, so there are good chances that the optimism will remain present among investors. At the same time the government is going to continue works on a draft of a 2027 Budget Bill.
4 weeks ago

Oil shock failed to make a dent in the Polish economy

The week is off to a slow start but will pick up pace towards the end. On Thursday Statistics Poland will publish labor market data for July (including a weaker wage growth print) and industrial output figures for the same period (we expect it to slow down from a stellar June). On Friday Fitch will publish its review of Polish rating and the chances of a downgrade are material, on our view.
2 months ago

No pressure to change interest rates in Poland

MacroCompass July/August 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 macro data for May in the spotlight this week

This week will begin with a culmination of macroeconomic releases from the Polish economy – today we will receive May labour market data on employment and wages, construction output, and retail sales. In core markets, the main macro release this week is expected to be the PMI readings from European economies. Of course, investors' eyes will continue to turn towards the Strait of Hormuz.
3 months ago

Rising hawkish tide leaves the NBP behind

MacroCompass June 2026 - our picture of Poland's economy, macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on financial markets