Wednesday, November 12, 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...

Tag: Inflation

Swiss Franc Strengthens on Trade Deal Speculation; Zloty Outperforms Dollar and Pound

The Prospect of a U.S. Government Reopening Doesn’t Necessarily Strengthen the Dollar. Weak U.S. Labor Data Sends a Warning to Investors, While the Polish...

Polish Economy Enters a “Stable but Unequal” Phase – Microbusinesses Bear the Cost of Adjustment

In the third quarter of 2025, 85,368 new businesses were registered in Poland, just 27 more than a year earlier, while 101 companies declared...

U.S. Senate Breaks Budget Deadlock After 40 Days — Markets Rally as Hopes Rise for an End to the Shutdown

Senate Breaks Deadlock, Raising Hopes for an End to the U.S. Shutdown. GBP/USD Rebounds from 1.30 – What’s Next for UK Monetary Policy? Quiet...

Polish Economy Accelerates: Industry, Consumption, and Investment Drive Growth, Inflation Remains in Check

September brought a positive surprise for the real sector of the Polish economy – especially in industry. After a summer slowdown, where industrial output...

NBP Sends Hawkish Signal – Market Reacts Calmly Despite Rising Global Uncertainty

Yesterday’s press conference by the head of Poland’s central bank (NBP) brought us one step closer to the end of the current cycle... of...

More Retail Properties on the Rise, Especially in Small Towns. Parks Dominate New Developments

The supply of retail properties in Poland is growing, especially in smaller towns. In 2025, a total of 36 new retail facilities were delivered...

Fear Politics vs. Reality: Immigrants Are Not a Burden on the U.S. Economy

It is true that immigration to the United States has increased under President Biden’s administration. It is not true, however, that immigrants are taking...

Bank of England Expected to Pause Rate Cuts, New Transparency Measures in Focus

The Bank of England (BoE) is almost certain to keep its main interest rate unchanged at 4%, ending a series of quarterly rate cuts...

Inflation Falls, Loan Installments Follow – Poland’s Central Bank Cuts Interest Rates by 25 Basis Points

With inflation falling to 2.8% in October—below the National Bank of Poland’s earlier forecasts of a possible return above 3%—and core inflation visibly declining,...

Gold Pauses After Spectacular Rise – Is the Rally Over or Just Taking a Break?

The extraordinary rise in gold prices this year has entered a phase of slowdown. Investors are reassessing the extent to which the 2025...

ASM Group Returns to the Warsaw Stock Exchange After Two-Year Hiatus

In late October, Poland's Financial Supervision Authority (KNF) approved the resumption of trading in ASM Group shares, marking the company’s long-anticipated return to the...

Inflation in Poland Surprises and Opens the Door to a Rate Cut in November

Inflation in October was recorded at 2.80%, below the market expectation of 3.00%. This is a strong surprise and marks the lowest reading since...

Inflation in Poland Continues to Decline Despite Higher Energy and Fuel Costs, Economists Surprised by the Result

Inflation in Poland has fallen again. According to a flash estimate by Statistics Poland (GUS), inflation in October stood at 2.8% year-on-year, down slightly...

Buyers Have Fewer Reasons to Delay Home Purchases – Warsaw Developers Sell More Apartments Than They Launch

Homebuyers in Poland have fewer reasons to postpone their property purchases. As a result, in the third quarter of this year, Warsaw developers sold...
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