Sunday, December 7, 2025

Country and Sector Risk Update: Overall Improvement, but Sector Details Tell a Different Story

Despite ongoing geopolitical turmoil—and even trade wars—country...

Poland Among Least Exposed to AI-Driven Job Losses

Poland and Advanced AI. Poland is relatively...

Hungary Slips to Bottom of EU Growth Rankings as GDP Stagnates and Industry Declines

Hungary’s economy remains at the back of the European Union. According to the second estimate published on 2 December by the Central Statistical Office (KSH), Hungary’s real GDP in...

Emerging-Market Central Banks at a Crossroads: Weak Dollar, Tight Constraints – and Why Poland Is an Outlier

Emerging markets are caught between a weak dollar and tight domestic constraints. Poland is...

Poland’s Central Bank Delivers Sixth Rate Cut This Year, Signals “Wait and See” Ahead

The Monetary Policy Council (RPP) continued its series of interest rate cuts on Wednesday,...

Revised Eurostat Data Show Stronger-Than-Expected Economic Pickup in Q3

Eurostat released revised economic growth data for the third quarter of 2025, showing that...

OECD Raises Global Growth Forecast to 3.2% for 2025, Despite Trump-Era Tariffs and Rising Trade Tensions

The Organisation for Economic Co-operation and Development (OECD) has raised its global economic forecast,...

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...

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,...
Latest news

Poland’s Housing Market Finds Balance in 2025: Rate Cuts, Record Supply and Only Mild Price Growth Ahead of an Optimistic 2026

After four years of dynamic shifts, 2025 brought long-awaited stability to the housing market....

Poles Plan a Frugal Christmas: Average Spending Steady at PLN 1,589, Most Rely on Current Income and Savings

The vast majority of Poles will cover their Christmas expenses from current income or savings, and only a small group will turn to additional...

Decarbonising Aviation: Why Costly SAF Could Become Poland’s Big Opportunity in a Net-Zero Sky

Today, the biggest barrier is the price of sustainable aviation fuel (SAF), which is still higher than substantial carbon-pricing obligations. This may, however, represent...

Poland Sees Broad-Based Loan Growth in October 2025 — Housing and Cash Loans Hit Historic Highs, Installment Loans Rebound

In October 2025, compared with October 2024, banks and credit unions (SKOKs) issued more loans of every type. In numerical terms, the number of...

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