Poland’s fiscal space after the October elections
New government can add c.1% of GDP on the top of the record-high 2024 borrowing needs (6% of GDP)
Central and Eastern Europe: One step further, but still not there
The general story in the region remains unchanged – more inflation means more interest rate hikes even though GDP growth is at risk. We expect the…
Poland: CPI above 10% in March, policy mix seems unable to tame second-round…
Headline inflation grew to 10.9% year-on-year on the back of a surge in gasoline and food prices due to the war in Ukraine. The Polish economy is…
Despite the downgrade in GDP growth forecasts across the region, in our view, additional inflationary pressures and the need for higher interest rates…
Poland's government has declared VAT cuts on food and gas as part of its 'anti-inflation shield 2.0'
Poland: Is the PLN weakness a real constraint for further monetary and fiscal…
