Tag: Ebury

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Markets Stay Calm Despite Russian Drone Provocations. Fed Decision and Macro Data in Focus

Reports of Russian drones entering Polish airspace did not cause significant weakening of the zloty, and the currency has already recovered all its losses...

ECB Likely to Hold Rates Again – No Cuts Expected in 2025

All signs point to the European Central Bank (ECB) holding interest rates steady again this Thursday. Policymakers on the Governing Council appear satisfied with...

Dollar’s Wild Ride: From Sharp Gains to Sell-Off on NFP Surprise

The last few days have brought one of the strongest rallies in the dollar’s strength. The U.S. currency experienced its biggest weekly appreciation since...

Tariff-Driven Inflation Raises Concerns for Fed’s Monetary Policy

The dollar has advanced against its peers today after the latest US inflation report practically confirmed that President Trump’s tariffs acted to push up...

Markets Surprised by Rate Cut; NBP Signals Continued Easing

After Yesterday’s Interest Rate Cut Surprising the Markets, the Council’s Message Was Moderately Dovish, Indicating a Good Chance of Further Cuts in September. Following yesterday’s...

The Monetary Policy Council Cuts Interest Rates by 25 Basis Points, Bringing the Reference Rate to 5%

Today, the Monetary Policy Council (MPC) lowered interest rates by 25 basis points, reducing the reference rate to 5%. This move sharply contrasts with...

NBP President Warns of Inflation Risks: July Rate Cut Now in Question

A notably brief, 15-minute press conference by NBP President Adam Glapiński delivered no major breakthroughs but leaned modestly hawkish in tone. While acknowledging ongoing...

ECB Set to Cut Rates Again – But What Comes Next Is Uncertain

There is little doubt that the European Central Bank's Governing Council will deliver its eighth rate cut in the current cycle this Thursday. However,...

Nawrocki Victory Brings Uncertainty; RPP Expected to Hold Rates

The market’s reaction to Karol Nawrocki’s win has been moderate, as anticipated. The scale of the post-election sell-off of Polish assets is not strong,...

Markets Await the Second Round of Presidential Elections: Political Stability Key for the Zloty

Early data on retail sales in April may reinforce a "wait and see" stance among members of the Monetary Policy Council. These figures represent...

The Pound Struggles in the Shadow of the Euro but Holds Long-Term Upside – GBP Forecasts for 2025–2026

Since the announcement of retaliatory tariffs by Donald Trump, the British pound (GBP) has clearly underperformed the euro, despite the relatively limited direct impact...

EUR/USD Outlook: Euro Gains Safe-Haven Status Amid Tariff Turmoil, Analysts Expect Continued Strength Through 2026

The euro has emerged as a de facto safe-haven currency and the best alternative to the U.S. dollar in the wake of the so-called...

Crisis of Confidence in the U.S.: Dollar Forecasts for 2025–2026 Turn Bearish After Trump’s Tariffs

Donald Trump’s announcement of retaliatory tariffs on April 2 triggered one of the most notable episodes of dollar weakness since the global financial crisis....

Polish Central Bank Cuts Rates, but Glapiński Tempers Expectations for Further Easing

On Wednesday, the Monetary Policy Council (RPP) cut interest rates by 50 basis points, bringing the reference rate down to 5.25%. While the market...
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