Market Report

Rising geopolitical risk and Poland’s 2027 budget

Geopolitical tensions, turmoil in the debt market and Polish tax reforms

Rising oil prices, Poland’s fuel support package and strong Polish economic data

Record highs on the Warsaw Stock Exchange, yen intervention and fall in US employment

Strong zloty, hawkish Fed pause and escalation in the Middle East

Oil above $100, new tariffs and a strong dollar

Oil surges, a hawkish Fed and a weaker zloty

Dovish NBP Weighs on the Zloty, Higher Oil Prices and a Hawkish Fed

Weak US data, falling oil prices and Polish inflation on target

Market Summary by AFORTI: Shifting sentiment regarding the USA–Iran situation, weakness in the zloty, the threat of a trade war, the resignation of the UK Prime Minister

Market Summary by AFORTI: Suspension of USA–Iran talks, US interest rates held steady, pressure on the zloty to weaken, inflation in the Eurozone

Market Summary by AFORTI: ECB interest rate hike, high US inflation figures, ceasefire in Iran and SpaceX’s stock market debut

Market Summary by AFORTI: Breakdown in USA-Iran negotiations, rise in inflation in the Eurozone, resignation of the NBP governor

Market Summary by AFORTI: US–Iran peace agreement, lower-than-expected inflation in Poland, bilateral agreement between Poland and the UK

Market Summary by AFORTI: Progress in U.S.–Iran peace talks, a slowdown in the Polish economy, and Putin’s visit to China

Market Summary by AFORTI: Donald Trump in China, delay in interest rate cuts, disappointing GDP growth

Market Summary by AFORTI: Truce fails, RPP reverses course, trade ultimatum for the EU

Market Summary by AFORTI: The break-up of OPEC, interest rates held steady, declaration of an end to hostilities in Iran

Market Summary by AFORTI: Renewed tensions in the Middle East, the blockade of the Druzhba pipeline, and an assassination attempt on the US President

Market Summary by AFORTI: Israel–Lebanon ceasefire, closure of the Strait of Hormuz, rising inflationary pressure