Poland
Economy
BMI View: The convergence process has taken a bit of a knock of late in Poland, and euro adoption will likely be delayed into the early years of the next decade. Plans to tap the...
2006-09-12Economy
Polish consumer price inflation came in at 1.1% y-o-y in July, was an acceleration from 0.8% y-o-y in June, and well above the consensus expectation of no change on the month. This...
2006-08-17Economy
Having all but hit our initial PLN4.1500/EUR target set in our April 2006 currency forecast, we reiterate the view that we have been expressing in recent months that we think that...
2006-07-07Finance
Although we are less bearish towards EM assets than we were, our negative stance remains. In this respect, before discussing our surveyed investment banks' current external debt positions,...
2006-06-30Economy
Before the recent EM sell-off we were suggesting that the Polish zloty bull run had nearly run its full course, and the unit has certainly had a rough time in recent weeks. Now flirting...
2006-04-06Finance
The emerging Europe index fell by 1.9 points, due mainly to the Russia component dropping by 12.5 points. This was on account of DrKW moving the sovereign to small underweight from...
2006-03-24Economy
Ever since the breakdown of coalition talks between Law and Justice (PiS) and Civic Platform (PO) worries have abounded over the effect of the political climate on the Polish macroeconomic...
2006-02-27Economy
A key political theme in Emerging Europe at present is the rise of populist rhetoric. In Poland, where the centre-right Law and Justice (PiS) party is now ruling with the support...
2006-02-13Economy
The National Bank of Poland (NBP) has cut its policy rate by 25bps to 4.25%, which was in line with what the market had priced in ahead of the meeting. Against this backdrop the zloty...
2006-02-01




