ECB lowers interest rates by 25 bp – market expects further cuts, euro weakens against dollar

The European Central Bank (EBC) did as it suggested. The interest rate cut of 25 basis points was in line with market consensus. All signs indicate that this process...

EBC lowers interest rates in the EU

As expected after the previous EU inflation reading, the European Central Bank lowered interest...

Pressure grows for interest rate cuts in Poland

The European Central Bank has cut the base interest rate by 0.25 percentage point...

September CPI Inflation Reading in the EU is Lower than Preliminary Reading

The final reading of the September CPI inflation indicator in the EU for September...

Demographic Shifts in Polish Cities: Aging Populations and Challenges for Health Services and Infrastructure

In the years 2021-2023, the median age increased in 58 cities and decreased only...

German Inflation Edges Up in December, but Core Inflation Remains Below ECB Target

In Germany, the CPI inflation was 3.7 percent y/y in December compared to 3.2 percent in the previous month. The reading was consistent with...

A Year of Contrasts: 2023’s Financial Rollercoaster Ride

Through the prism of various events and changes in the global financial markets, the year 2023 was exceptional and full of surprises. It was...

Poland Poised for Growth, While Europe Faces Economic Headwinds

The last few years have seen significant changes in the global economy. The world is grappling with the effects of the COVID-19 pandemic and...

New EU directive could harm Polish economy

News from the government about the resignation from the introduction of the so-called entrepreneur test is good news for the Polish economy. However, a...

Global Debt: A Tale of Varying Sensitivity to Interest Rates and Debt Structures

DEBT: Global trends in debt are consequential, and current levels are exceptionally high. Significant differences exist, however, between the debt segments of governments, companies,...

Poland’s Economy Amidst Turbulence: Economic Growth to Slow in 2024

Economists predict a period of turbulence for our economy in the short term. The budgetary situation remains unclear, with a weakening and low economic...

Budgetary Sprint: Rapid Preparation, Potential Amendment Looms

Passing a budget, considering the timing of the new government’s inauguration, is definitely a sprint. Therefore, one can expect an amendment to appear next...

Eurozone Closes in on 2% Inflation Target, While Canada Lags Behind

A 2% inflation rate is the dream of western economies. This level is often referred to as the justification for normalizing monetary policy, i.e....

10 Key Topics We Should Keep Our Eyes (and Ears) Open for in 2024

Backtrack - Allianz Trade expectations hold up: In the fourth quarter, the momentum of growth weakened, but remained resistant, disinflation continued, and interest...

Currency Markets Volatile as Central Banks Diverge on Monetary Policy

We announced a week ago that due to the meetings of the most important central banks, volatility can be expected. The currency markets did...

Polish inflation holds steady. Suez Canal blockade fears loom

November turned out to be the first month since February when the pace of price increases did not slow down. On the other hand,...

Europe’s Dependency on Critical Raw Materials Raises Concerns

The energy transition will not be possible without critical raw materials. Cobalt, lithium, nickel and other metals are vital for changing the way we...

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...

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