This week, instead of the traditional CEE Macro Weekly, we encourage you to review our summary of the economic outlook for Poland for 2026, as well as in-depth special topics that either constitute key assumptions underlying our forecasts or represent significant risk factors to their realization.
Part One: Special Topics
#1 Threats to Europe arising from China’s trade expansion
#2 When will the German recovery arrive and what will result from it?
#3 Too high spending on AI?
#4 (Geo)politics may disrupt the macro scenario
#5 Prospects for a ceasefire in Ukraine – implications for Poland
#6 The (un)thrifty Polish economy
Part Two: Perspectives for the Polish economy
#7 Investment as the engine of growth
#8 The labour market – hot n’ cold
#9 The last stage of disinflation
#10 The current account deficit will deepen further
#11 The final stage of NBP interest rate cuts.
#12 Weaving fiscal balance
#13 Further weakening of the dollar in the FX market