Poland

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

Though the Polish government has decided to raise its fiscal deficit target by nearly 50%, we caution that the shortfall is still likely to overshoot official projections since the... 2009-06-24

Following a spike to 4.0% y-o-y in April, Polish inflation has since eased to 3.6%, suggesting a resumption of the disinflationary trend, which we expect to play out further through... 2009-06-17

According to the latest opinion poll conducted by TNS OBOP, Poland's ruling Civic Platform (PO) party maintains a strong lead over the opposition, with approximately 50% of the electorate... 2009-06-01

Tentatively indicating that a significant correction to Poland's balance of payments is underway, the latest data for February show a EUR525mn current account surplus. This was the... 2009-06-01

Leading indicators suggest that while the Polish economy may have sidestepped recession during the first quarter of 2009, the collapse in consumer spending in the following quarters... 2009-04-27