Will “Sell in May” work? What will the week bring?
In recent weeks, the specter of a correction has become more and more visible on the market. Is this the effect of the famous statement "Sell in May and go away"? Or maybe the cooling of the market has completely different reasons? Moreover, Dr. Przemysław Kwiecień [...]
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6 May 2024
The dollar is weaker and Wall Street is on the up after FOMC and NFP
The dollar weakened last week, US bond yields fell, gold was in broad consolidation and Wall Street indices recorded increases. This is a picture of the market after the latest Fed decision and data [...]
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April 30 2024
Increasing VAT on food did not significantly increase inflation
According to the flash estimate of inflation published today by the Central Statistical Office, prices increased by 2,4% in April. This is below the above market consensus, which was 2,5%. The effect of price increases resulting from the return of the VAT rate to [...]
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April 30 2024
Inflation in Poland is rebounding, but as expected
We have just finished a series of macroeconomic readings from Europe and Poland. The data generally surprised on the upside, although in the case of Poland the readings were basically in line with expectations. What's next with inflation in Poland and will it create [...]