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Selected tag: fiscal policy
1 week ago
Perfect conditions for rate cuts in Poland
Macro Compass June 2025 - our macroeconomic forecasts for Poland, preview of monthly data readings and the expected scenario of events on the financial markets
3 weeks ago
Poland’s trade balance still in the red
Last week we have learned that Polish economy in 1Q 2025 grew in line with expectations, but the balance of trade in March surprised strongly to the downside. This week will be another interesting time in Polish economy as we will get industrial production, construction output and labour market data for April. We are a bit more optimistic than consensus with regard to the first figure (1.8% vs 0.4% yoy) and in line with consensus with regard to wage growth (8.1% yoy).
5 weeks ago
Awaiting the first rate cut in Poland since 2023
Macro Compass May 2025 - our macroeconomic forecasts for Poland, preview of monthly data readings and the expected scenario of events on the financial markets
2 months ago
US tariff policy steals the show
Macro Compass April 2025 - our macroeconomic forecasts for Poland, preview of monthly data readings and the expected scenario of events on the financial markets
8 months ago
Hawkish spring, dovish autumn
Macro Compass October 2024 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets
9 months ago
Mirage of cutting interest rates in Poland
Macro Compass September 2024 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets