Tag: Allianz Trade

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Poland’s MPC Expected to Keep Interest Rates Unchanged in May

After a two-day meeting, Poland’s Monetary Policy Council will announce its decision today on the level of interest rates. In March, the Council decided...

Polish Exporters Gain Leverage as Geopolitical Risks Reshape Global Trade and Financing Conditions

A stronger negotiating position is helping Polish companies better navigate rising geopolitical risks. Shorter trade credit terms and more favourable delivery conditions are allowing...

Selective Shock, Structural Risk: Poland at the Core of the Emerging Market Energy Divide

Poland had previously been “lumped together” with other rapidly modernising economies during various crises, even though our economic performance was, at specific moments, usually...

Middle East Conflict and Energy Shock May Force the Fed to Wait Until September

The energy market price shock will delay the Fed’s only expected rate cut in 2026. Rising energy prices are likely to push US...

Poland Is Narrowing the Gender Income Gap, but the AI Divide Could Reverse the Trend

Poland is doing an almost textbook job of integrating women into the labour market, yet it is now facing a digital wall: unless Polish...

War with Iran puts energy, inflation and global markets on edge

The US and Israeli attacks on Iran will affect energy markets, transport costs, inflation risks and financial conditions — but everything depends on...

From IEEPA to Section 122? Washington Searches for a New Legal Path to Tariffs

The U.S. Supreme Court has struck down the administration’s most lucrative tariff instrument—but not the entire new tariff system. A ruling against using the...

As U.S. Treasuries Lose Their Shine, the Euro Gets a Second Chance

Strategic autonomy has become Europe’s guiding star in an increasingly fragmented world, nearly a decade after President Macron’s first Sorbonne speech. But what does...

Allianz Trade Upgrades 36 Country Risk Ratings in 2025, Downgrades Only 14

Despite intense trade tensions and multi-layered risk, Allianz Trade upgraded the country risk ratings of 36 countries, downgrading only 14. According to Allianz Trade,...

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...

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 one of the few countries pursuing a consistent monetary policy...

Why Is Europe Losing the AI Race?

As part of its digital omnibus, the European Commission has proposed granting major artificial intelligence developers greater freedom to use certain categories of...

AI Boom Fuels U.S. Earnings; Europe Shows Resilience Despite Weak Demand

At the same time, a clear divergence is visible on both sides of the Atlantic: in the U.S., results were very strong, while in...

Global “Polycrisis” Disrupts Traditional Insurance Models — Polish Market Faces Rising Insolvencies and Surge in Trade Credit Loss Ratios

A global “polycrisis” — the accumulation and overlap of geopolitical, economic and social shocks — is fundamentally changing the relationship between economic performance and...
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