Poland - factors to watch November 13
SPY•
SPY•Poland’s third-quarter GDP growth is forecast to slow to 3.6% from 3.9%, October inflation was preliminarily 3.5% year on year, BGK will hold a bond tender, and Allegro raised its 2026 forecasts.
Poland’s Statistical Office is due to release third-quarter 2026 GDP data and October inflation figures on Friday. Analysts polled by Reuters estimate GDP growth slowed to 3.6% from 3.9% in the second quarter; the preliminary reading for October inflation was 3.5% year on year. State-owned Bank Gospodarstwa Krajowego will also hold a bond tender.
Allegro raised its 2026 forecasts on Thursday, citing strong fourth-quarter momentum so far and a new deal with InPost that ended a dispute between the long-term partners. Separately, a Belgian court set aside an order that deprived Poland’s air traffic control agency of fees equivalent to more than 80% of its income after Pfizer sued Poland for payment for COVID-19 vaccines.