2024-09-21
The narrative keeps playing with fire and snubbing competitiveness
Lithuania is expected to grow by 2.2%, where ICT alone has been outpacing the entire economy. Beware the sluggish exports.
Tag: inflation
2024-08-31
Optimism lies in a solid business environment
Investment has remained stable and expectations of decline have lessened, it is now essential to reduce the debt burden of the public sector.
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.
2024-07-13
Summer relax to be the swan’s song before the storm?
Despite the consumer basket being 2.5% more expensive YoY, inflation expectations have fallen – only waiting for energy prices to climb for seasonal reasons.
2024-06-18
Foundations, not taxation, give sustainability to the market economy
This year Lithuania will grow by 2% and accelerate to more than 3% in 2025-26 driven by consumption and exports. However, risks arise from demographics and taxation.
2024-06-15
Export and sound money are the keys to grow
The Estonian economy remained in recession in the first quarter, but Eesti Pank is more optimistic about the second half of the year as export rebounds.
2024-05-25
It’s not assumptions, but the purchasing power that matters
In Poland, the increase in core inflation remains a problem. The return of market electricity prices won’t leave room for rate cuts.