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Wszystkie
Dziennik Ekonomiczny: UE dyskutuje o sankcjach
Rynki rozpoczęły tydzień przy niewielkiej zmienności. Amerykański rynek akcji był na lekkim plusie po informacjach o zmianach w akcjonariacie Twitter Inc
Poland Macro Weekly: The economic whirlwinds of war
Given the negative impact of the war on the economy, we have decided to take a conservative approach and revised our Poland's GDP growth forecast for 2022 down, to 3.3%.
To nie Prima Aprilis
Nasz szacunek inflacji CPI w marcu to 10,1% r/r (skok z 8,5% r/r w lutym) i jest zgodny z medianą rynkowych prognoz. Rozpiętość prognoz ponownie jest bardzo duża (od 8,8% do 11%).
Poland Macro Weekly: The calm before the storm
CPI inflation eased somewhat in February (8.5% y/y vs 9.4% y/y in January), but it may be the lowest reading of CPI inflation this year. Despite the prolonged anti-inflationary shield, CPI inflation may enter a double-digit territory and exceed 9% on average in 2022. Policy wise, the MPC will continue rate hikes cycle until clear signs of economic slowdown appeared (we think they will stop the cycle after May).
Poland Macro Weekly: #StandwithUkraine
Poland welcomes war refugees: As Ukrainian refugees enter Poland, the government is adopting a policy that will facilitate a fast integration with the Polish society and open local labour market.
Poland Macro Weekly: A moment of relief for the MPC
CPI inflation surprised to the downside in January, giving some relief for the MPC. However, core inflation surpassed 6% showing that the underlying inflationary pressure is still mounting, thus supporting our baseline scenario with NBP rate at 4.25% by mid-2022.