Wednesday, April 30, 2025

USA-China Tensions Transform Global Market

After the U.S. elections, relations between the...

Inflation in Poland Eases to 4.2% in April, Supporting Rate Cut Expectations

The preliminary estimate of consumer inflation in Poland for April 2025 came in at 4.2% year-over-year, slightly below the market consensus of 4.3%. On a monthly basis, inflation reached...

Warning Signs on the Polish Labor Market Despite Low Unemployment

For several years, Poland has maintained an unemployment rate below 6%, and according to...

Polish Inflation Falls Below NBP Forecasts — WIBOR Reacts, Market Awaits Monetary Policy Council Decision

Today’s preliminary inflation reading in Poland opens the door wide for potential interest rate...

Rising Inflation Expectations in the U.S. Put the Fed in an Increasingly Difficult Position

The increase in both long-term and short-term inflation expectations in the United States, tracked...

Wage Fund Growth Slows, Strengthening the Case for Interest Rate Cuts

The real wage fund growth rate in the corporate sector has declined to its...

Interest Rate Cuts on the Table in May? Economic Slowdown and Lower Inflation Prompt Calls for Action

Disappointing economic data in the first quarter and inflation now half of what it was during the last rate cut are strong reasons to...

When Ideology Trumps Innovation: Repolonization and the Risk of Economic Regression

Politicians from across the ideological spectrum around the world continue to fall for the illusion that complex systems like national economies—which themselves operate within...

The U.S. Labor Market: How Much Can It Weaken? Signs of Strength Despite Headwinds

Despite rising economic headwinds, the U.S. labor market remains robust—and even mass layoffs of federal employees are unlikely to significantly drive up unemployment. Several...

Polish Retail Sales Drop Again—RPP Faces More Pressure to Cut Rates

Consumer spending in Poland has once again fallen short of expectations, adding to mounting concerns about the state of the domestic economy. Meanwhile, recent...

Eurozone PMI: Industry Surprises Positively, Services Disappoint

In April, the Manufacturing PMI in the Eurozone stood at 48.7 points. This figure is comparable to the previous month’s result but notably exceeded...

Poland Poised to Cut Interest Rates in May: Economists Cite Shift in Rhetoric and Political Motives

Following recent statements by Professor Adam Glapiński, Chairman of the Monetary Policy Council (RPP), economists anticipate that the first interest rate cut in over...

Wage Growth Slows in March: Annual Increase at 7.7%, Supporting Case for Rate Cuts

The average gross wage in Poland’s enterprise sector rose by 7.7% year-on-year in March 2025, in line with market expectations. According to official data,...

March PPI in Line with Expectations: Producer Prices in Poland Down 1.1% Year-on-Year

Poland’s Producer Price Index (PPI) for March recorded a year-on-year decline of -1.1%, aligning with market expectations. The decline in producer prices, as indicated by...

Trump Goes All-In: Dollar Under Pressure, Market Stability at Risk

President Trump’s intensifying attacks on Federal Reserve Chair Jerome Powell cast a shadow over the Fed’s independence, increasing financial market uncertainty and volatility. ...

Ending the War in Ukraine Would Boost Foreign Investment in Poland

Despite the pandemic and the war in Ukraine, Poland has not experienced a significant outflow of foreign investors. However, an end to the conflict...

Inflation Stabilizes in Poland, But Easter Shopping Hits Record Highs – Interest Rate Cuts Likely Getting Closer

Inflation in Poland stabilized in March at 4.9% year-on-year, according to the just-released flash estimate from the Central Statistical Office (GUS). This marks the...

CPI Inflation in March Lower Than Expected – A Strong Argument for Policy Easing

March’s CPI inflation surprised positively in both year-on-year and month-on-month terms. Poland’s consumer price index (CPI) rose by 0.1% month-on-month, compared to market expectations of...

European Union Imposes Billions in Tariffs in Response to Trump’s Trade Policies

Donald Trump has raised tariffs on products from Canada, Mexico, and China, as well as imposed duties on steel and aluminum imports from all...

Will Trump’s Tariffs Really Make America Great Again?

Donald Trump argues that his tariff policy is designed to make America great again. In reality, U.S. tariffs lead to trade wars, creating international...

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