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Monetary Policy Council

All Hawk Thorne coverage tagged “Monetary Policy Council” newest first.

28 articles
15 OctoberPoland

NewBanks shrug off a Polish inflation print that breached the ceiling

Hawk Thorne Research13 OctoberPoland

Warsaw banks rally as Fitch flags a wider Polish deficit

Hawk Thorne Research12 OctoberPoland

Polish retail prices firm just as Warsaw's rally skips the banks

Hawk Thorne Research8 OctoberPoland

Warsaw bank stocks erase a rally the złoty never confirmed

Hawk Thorne Research7 OctoberPoland

Warsaw's bank index rises as RPP decides on 3.75% reference rate

Hawk Thorne Research6 OctoberPoland

Polish growth hits 3.8%, Warsaw's bank stocks don't seem to care

Hawk Thorne Research2 OctoberPoland

Warsaw banks fall twice as fast as the market eight days before RPP

Hawk Thorne Research30 SeptemberPoland

Warsaw banks keep pricing cuts a 4.0% CPI print just made harder

Hawk Thorne Research23 SeptemberPoland

Why the złoty's slide against the euro is really a dollar story

Hawk Thorne Research21 SeptemberPoland

A record term spread over WIBOR undercuts Warsaw banks' rate-cut wager

Hawk Thorne Research18 SeptemberPoland

A hotter CPI print complicates the rate cut Warsaw's banks won't stop pricing

Hawk Thorne Research9 SeptemberPoland

Warsaw banks keep pricing cuts a silent central bank refuses to confirm

Hawk Thorne Research7 SeptemberPoland

One wire's hike call puts Warsaw's bank rally on a two-day clock

Hawk Thorne Research4 SeptemberPoland

Warsaw's rate-cut bet on bank stocks now has nine days left to prove itself

Hawk Thorne Research20 AugustPoland

A weaker dollar, not just NBP cut bets, is now doing the work in Warsaw's rally

Hawk Thorne Research20 AugustPoland

Warsaw's banks price NBP cuts a hotter CPI path may not allow

Hawk Thorne Research12 AugustPoland

Warsaw banks retreat before the NBP projection meant to justify the rally

Hawk Thorne Research3 AugustPoland

A nineteen-year high in WIG20 tells Warsaw's banks nothing new

Hawk Thorne Research1 AugustPoland

Warsaw's banks shrug off a CPI rebound that argues against further NBP cuts

Hawk Thorne Research29 JulyPoland

Poland's labour gauge flashes a warning Warsaw bank stocks aren't pricing

Hawk Thorne Research28 JulyPoland

Warsaw banks rally into a CPI print that could reopen the case for cuts

Hawk Thorne Research24 JulyPoland

Polish banks already paid 80% of last year's tax bill in six months

Hawk Thorne Research23 JulyPoland

Poland's jobless rate falls to 5.8%, but sentiment says workers don't believe it

Hawk Thorne Research16 JulyPoland

Poland hits its inflation target just as pump prices erase the win

Hawk Thorne Research10 JulyPoland

NBP's projection day tests whether Polish rate calls are splitting for real

Hawk Thorne Research9 JulyPoland

RPP silence, EU embargo friction leave Polish assets untested

Hawk Thorne Research8 JulyPoland

Polish bonds rally on oil, then give it back on Iran risk

Hawk Thorne Research7 JulyPoland

A widening current account gap gives the Council a reason to sound dovish, but the złoty isn't pricing it

Hawk Thorne Research
Monetary Policy Council | Hawk Thorne Insights