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5 days ago
Green shoots in Polish monthly macro data
The last week of October will begin quietly, with a calendar devoid of significant macroeconomic releases. The US, still grappling with the government shutdown, will miss many important data publications. For that reason, markets will focus on central bank meetings, including the ECB and the Fed, with the US market expecting a 25 bps interest rate cut. In Poland, the flash reading for October CPI will be released at the end of the week, likely confirming its stabilization below 3%.
1 week ago
Polish Economy Beats Expectations in September
This week is full of data readings for Polish economy for September. We’ve already received very strong industrial production and moderate wage growth readings. Tomorrow we will get construction output data, and on Wednesday, retails sales. They are likely to point to strong – but not booming – GDP growth in 3Q25.
2 weeks ago
The NBP's hawkish cut
Today’s macroeconomic calendar remains empty, with the U.S. market closed for a holiday. The focus returns to geopolitical developments (escalation of the U.S.-China trade conflict) as well as speeches by central bank representatives, including events within the framework of the annual IMF and World Bank meetings. Meanwhile, domestic investors will spend the third week of October analyzing macroeconomic data, including the CPI inflation breakdown for September and the balance of payments for August. The Ministry of Finance will conduct a government bond auction.
3 weeks ago
Inflation stands still, while the MPC sits on the fence
MacroCompass October 2025 - 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
Inflation under control, public debt under scrutiny
We are back after the holidays with our monthly publication "MacroCompass" including: 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
Rates in Poland will be cut this week
This week’s main event in Poland will be the MPC’s rate decision – we expect a cut by 25 bps. Other than that, the economic calendar will be dominated by readings from the core markets; NFP on Friday and final PMI readings in the first half of the week.