Poland

The solid rate of capitalisation of the Polish banking sector in recent months has further strengthened our positive outlook for the industry, both in terms of diffusing the risks... 2009-10-23

In line with market expectations, the National Bank of Poland (NBP) kept its main policy rate on hold at 3.50% at the July 29 monetary policy meeting, having slashed 250bps since... 2009-08-19

Q209 real GDP growth dynamics across Europe have reaffirmed our core macroeconomic view that H109 was the trough of the recession. That said, we maintain that a strong recovery remains... 2009-08-17

Polish industrial output contracted by 4.3% y-o-y in June, a marginal improvement from -5.2% the previous month. Given our view that Poland's economic downturn will likely find a... 2009-07-28

Following the emergence of a current account surplus during January-May, we now expect Poland's current account to come close to balance in 2009. However, we believe that demand for... 2009-07-27

With the Polish economy posting a positive 0.8% y-o-y expansion in real GDP during Q109, and with leading indicators suggesting that domestic demand has not suffered an outright collapse,... 2009-07-03

Our view that the Polish balance of payments would undergo a significant correction over the medium term has already started to play out well, with the current account posting a surplus... 2009-06-24