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1 week 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
3 weeks ago
Risk premium raises the cost of capital in Poland
The final week of May will bring Poland’s CPI reading for May, we expect slight acceleration to 3.6% yoy. Financial markets are awaiting further developments regarding a potential peace agreement between the United States and Iran.
5 weeks ago
The global economy running on empty
MacroCompass May 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’s MPC will keep rates on hold
The macroeconomic calendar points to a relatively calm start to the week. In Poland, the key event will be the Monetary Policy Council meeting, which is expected to leave interest rates unchanged. In core markets, attention will focus on Friday’s non-farm payrolls release. Financial markets will remain in a reactive mode to developments emerging from the Persian Gulf.
2 months 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.
2 months 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