Raport tygodniowy podsumowujący wydarzenia minionego tygodnia w Polsce oraz ich wpływ na krótkookresowy poziom kursu walutowego i stóp procentowych.
Opracowanie zawiera również prognozy wskaźników makroekonomicznych publikowanych w najbliższym tygodniu. Dostępny tylko w języku angielskim.

 

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MPC decided to lift interest rates by 25bp. The rationale for the decision, apart from fighting “stubbornly” high inflation and the pursue for inflation target, was based upon strengthening MPC’s credibility after a series of unfortunate slips in rhetoric. Just as we had expected, MPC tried to explain its decision more thoroughly (the Governor took his time and prolonged the conference beyond usual 30-40 minutes bar) and put out expectations for further tightening. At the same time Belka promised to execute some kind of restraint on the scope of other rate-setters comments occurring in the inter-meeting period in order to avoid the kind of ambiguity we had observed lately.