Poland - FDI to the Baltic

2024-08-24

Only real growth and exports will set solid standards

Economic growth is still based on one pillar, and that’s consumption. With a persistently high core inflation, the question is: for how long?

2024-08-10

Only rhetoric and shields from the reckoning are temporary

In Poland, the energy shield withdrawal brings prices for house energy to rise, core to increase, and CPI to remain at elevated levels.

2024-07-23

Housing and sales are the measure of the consumer’s sentiment

In Poland, construction output (-8.9% YoY ) was weaker than expected, while retail sales data indicates that sentiment remains cautious.

2024-07-20

Poland: only less intervention will unleash the full potential

GDP growth in Q2 2024 was close to 3% YoY only thanks to consumption. Solid market economy will be back only upon the expiration of minimum wage policy.

2024-07-16

Thin air keeps blowing, as growth relies on public expenditures

Despite the deficit in May, a current account surplus of 0.8% of GDP is forecasted for 2024 thanks to the EU support and domestic demand.

2024-07-09

The nastiest war is the one fought through intermediaries

Poland faces an increasing influx of refugees trying to reach EU countries via Belarus, hence the possibility of closing and guarding the 418 Km of border.