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Selected tag: monetary policy
1 week ago
US tariff policy steals the show
Macro Compass April 2025 - our macroeconomic forecasts for Poland, preview of monthly data readings and the expected scenario of events on the financial markets
2 weeks ago
Instead of a peak, we have a plateau - CPI in Poland surprised to the downside again
The peak of Poland's CPI inflation was supposed to be in March, but it has flattened out... According to the flash estimate, CPI in Poland remained at the level of the previous two months, i.e. 4.9% yoy in March, forming a solid plateau. Compared to the previous month, prices increased by 0.1% mom. The March result once again surprised analysts with a lower reading (expectations of 5.0-5.1% yoy), which only strengthens the belief that inflationary pressure is weakening.
5 weeks ago
Tariff carousel pushes macro into the backseat
Macro Compass March 2025 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets
2 months ago
Tariffs on, tariffs off
Macro Compass February 2025 - our macroeconomic forecasts, preview of monthly data readings and the expected scenario of events on the financial markets
6 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
7 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