Back to Insights13 OctoberPolandWarsaw banks rally as Fitch flags a wider Polish deficit
Hawk Thorne Research12 OctoberPolandPolish retail prices firm just as Warsaw's rally skips the banks
Hawk Thorne Research9 OctoberPolandBank-specific filings explain Warsaw's selloff, not the złoty
Hawk Thorne Research8 OctoberPolandDollar strength, not Poland risk, drives złoty's dual slide
Hawk Thorne Research8 OctoberPolandWarsaw bank stocks erase a rally the złoty never confirmed
Hawk Thorne Research7 OctoberPolandWarsaw's bank index rises as RPP decides on 3.75% reference rate
Hawk Thorne Research6 OctoberPolandPolish growth hits 3.8%, Warsaw's bank stocks don't seem to care
Hawk Thorne Research2 OctoberPolandWarsaw banks fall twice as fast as the market eight days before RPP
Hawk Thorne Research30 SeptemberPolandWarsaw banks keep pricing cuts a 4.0% CPI print just made harder
Hawk Thorne Research29 SeptemberPolandEUR/USD hits a 20-day low, but the złoty barely notices it
Hawk Thorne Research23 SeptemberPolandWhy the złoty's slide against the euro is really a dollar story
Hawk Thorne Research21 SeptemberPolandA record term spread over WIBOR undercuts Warsaw banks' rate-cut wager
Hawk Thorne Research18 SeptemberPolandA hotter CPI print complicates the rate cut Warsaw's banks won't stop pricing
Hawk Thorne Research9 SeptemberPolandWarsaw banks keep pricing cuts a silent central bank refuses to confirm
Hawk Thorne Research7 SeptemberPolandOne wire's hike call puts Warsaw's bank rally on a two-day clock
Hawk Thorne Research4 SeptemberPolandWarsaw's rate-cut bet on bank stocks now has nine days left to prove itself
Hawk Thorne Research20 AugustPolandA weaker dollar, not just NBP cut bets, is now doing the work in Warsaw's rally
Hawk Thorne Research20 AugustPolandWarsaw's banks price NBP cuts a hotter CPI path may not allow
Hawk Thorne Research14 AugustPolandTwo stocks, not the banking sector, explain Warsaw's worst session
Hawk Thorne Research12 AugustPolandWarsaw banks retreat before the NBP projection meant to justify the rally
Hawk Thorne Research28 JulyPolandWarsaw banks rally into a CPI print that could reopen the case for cuts
Hawk Thorne Research24 JulyPolandPolish banks already paid 80% of last year's tax bill in six months
Hawk Thorne Research23 JulyPolandPoland's jobless rate falls to 5.8%, but sentiment says workers don't believe it
Hawk Thorne Research17 JulyPolandA softer inflation print can't stop the zloty's slide to a 20-day low
Hawk Thorne Research16 JulyPolandPoland hits its inflation target just as pump prices erase the win
Hawk Thorne Research10 JulyPolandNBP's projection day tests whether Polish rate calls are splitting for real
Hawk Thorne Research9 JulyPolandRPP silence, EU embargo friction leave Polish assets untested
Hawk Thorne Research8 JulyPolandPolish bonds rally on oil, then give it back on Iran risk
Hawk Thorne Research7 JulyPolandA widening current account gap gives the Council a reason to sound dovish, but the złoty isn't pricing it
Hawk Thorne Research Polish złoty | Hawk Thorne Insights