Will Recession Fears Trigger a Dovish Turn from the ECB?
Significant changes in the economic environment since the October meeting suggest that the European Central Bank may adopt a more dovish tone this Thursday....
Will the Fed cool market expectations on the pace of interest rate cuts?
We expect the Federal Reserve to adopt a cautious tone during its meeting on Wednesday (13.12) and defer the market valuations of US interest...
US Inflation Data Crucial Ahead of Fed Rate Decision
Tomorrow, the Federal Reserve will make decisions regarding interest rates. However, before that happens, investors will learn how inflation in the U.S. shaped up...
Polish Central Bank Maintains Status Quo as Inflation Outlook Clouds
This time, as expected, the Monetary Policy Council has kept interest rates unchanged. In November, we had a surprise, as it was expected that...
Interest rates in Poland remain unchanged
Interest rates in Poland have remained unchanged. As forecasted in the last NBP conference, they are likely to stay in "stand-by" mode until the...
Monetary Policy Council Holds Interest Rates Steady, Reflecting Uncertainty
The post-election dust has settled, and along with it, the situation in the monetary market has stabilized. After a pre-election two-step reduction in interest...
Market Consensus Favors No Change in Polish Interest Rates, Analysts Leave Door Open
The market seems to agree that interest rates in Poland should remain unchanged. Still, analysts leave the door open. The dollar continues to strengthen,...
Polish Wages Outpace Inflation, Boosting Consumer Spending
"Real wages have risen at the highest rate since February 2019. Meanwhile, the double-digit pace of nominal wage growth, which is a factor driving...
CEE: The worst is behind us, but the recovery will be mild
The time of opportunity has arrived in Central and Eastern Europe. It seems that the region hit its lowest point in the third...
Poland’s Central Bank Pushed Back Prospect of Rapid Rate Cuts, China’s Deflation, and Cryptocurrency...
The President of the National Bank of Poland's conference has pushed back the prospect of rapid interest rate cuts in Poland. In China, deflation...
Unlocking funds from the National Recovery Plan: A critical task for the new Polish...
Unlocking funds from the National Recovery Plan will be one of the most critical tasks for the new government. There is very little time...
Polish Zloty Continues to Strengthen, Czech Inflation Falls, Turkish Unemployment Hits Multi-Year Low
The Polish currency continues its strengthening march for another day. The Czechs are winning against inflation, and in Turkey, despite rampant inflation, we see...
US Producer Inflation Unexpectedly Rises, Blurring Picture for Fed
US producer inflation surprised negatively, rising by 2.20% Y/Y (forecast 1.60%) and 0.50% M/M (forecast 0.30%). The main factors for this increase include the...
US Job Market Data in Focus as Fed Weighs Next Steps
Today, investors' eyes will once again be turned toward the monthly data from the American job market. The last few months have shown that...
Poland’s Central Bank lowers interest rates by 25 basis points, but inflation may rise
The National Bank of Poland's key interest rate, the reference rate, has been decreased by 25 basis points to 5.75%. This is the second...
Polish central bank cuts rates again
At the meeting in October, the Monetary Policy Council lowered interest rates by 25 basis points, hence starting from Thursday the reference rate will...
Experts Divided on Poland’s Inflation Outlook
The dynamics of price growth in stores continues to decline. However, experts are unable to determine whether this trend will continue. They claim that...
Poland’s PMI Index Points to Slowdown, but Labor Market Remains Strong
The market is in a surprising situation. Business sentiment indices directly point to an upcoming slowdown. On the other hand, the labor market is...
After the storm or before the storm? What about the exchange rate of the...
This Wednesday (04.10), the Monetary Policy Council will make another decision regarding monetary policy. After the reduction in September, we are likely expecting another...
PMI Index has risen, but prospects for the industry remain uncertain
In September, the PMI index increased from 43.1 to 43.9 points. Despite this improvement, the situation in the European industry remains challenging. Poor performance...
Polish companies becoming increasingly aware of cyber threats associated with AI
Artificial intelligence (AI) can be used both for cyberattacks and for defending against them. According to a study by EY - "How Polish Companies...
Polish industrial market 2023 overview and outlook for 2024
Poland's industrial sector slowed in 2023, but the market hopes to rebound in 2024. After the peak of take-up and supply in the so-called...
The office market is adapting to the new reality
Demand for offices remains high, but there is the least amount of space under construction in over a dozen years. The office real estate...