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Selected tag: financial markets
2 months ago
A perfect storm for the euro
GDP growth did not surprise, but its structure did. The weakness of consumption will stay with us for longer. At the same time, we are approaching the moment when the Monetary Policy Council will resume rate cuts. We present our macroeconomic forecasts and scenario for financial markets in December.
2 months ago
Trumped-up fears over Polish assets
D. Trump's victory in the US presidential election is the main point of interest for financial markets in the coming month. We believe that Polish assets (currencies, shares, bonds) have undeservingly sold off, considering the actual risks that our country is facing. Below, we present our macroeconomic forecasts and financial markets scenario for November.
4 months ago
Hawkish spring, dovish autumn
Macro Compass October 2024 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets
5 months ago
Mirage of cutting interest rates in Poland
Macro Compass September 2024 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets
7 months ago
High wage growth keeps the hawkish MPC awake at night
Macrocompass June 2024 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets
9 months ago
Sluggish recovery of the Polish economy
Macrocompass May 2024 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets