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

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Selected tag: monetary policy
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
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: public spending like Sweden, budget revenues like Spain

This week will be rich in macroeconomic events, particularly central bank policy meetings, as both the European Central Bank (ECB) and the Federal Reserve (Fed) are set to announce their interest rate decisions. Market attention will also focus on inflation data releases as well as preliminary first-quarter 2026 GDP readings. In Poland, investors will await Thursday’s publication of April inflation data. However, market dynamics are likely to remain dominated by developments in the Middle East.
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
3 months 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
4 months ago

The MPC will wait until March to resume rate cuts

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