Back to Insights5 NovemberPolandPKO BP's earnings beat lifts a sector where Pekao still trades cheaper
Hawk Thorne Research4 NovemberPolandWIG hits a turnover record while WIG20 and KGHM slip on copper
Hawk Thorne Research3 NovemberPolandZłoty hits a fresh high, bank stocks fall before NBP votes
Hawk Thorne Research30 OctoberPolandBank stocks and the złoty disagree on what the RPP does next
Hawk Thorne Research29 OctoberPolandPekao's profit drop tests the bank-sector rally WIG-BANKI just booked
Hawk Thorne Research28 OctoberPolandOne record quarter at mBank leaves peers' valuation gap exposed
Hawk Thorne Research28 OctoberPolandmBank's record quarter lifts bank stocks, tax question still open
Hawk Thorne Research26 OctoberPolandWarsaw bank stocks extend their slide ahead of a rate verdict
Hawk Thorne Research23 OctoberPolandPolish bank stocks fall twice as fast as the market, unexplained
Hawk Thorne Research23 OctoberPolandBank index posts its worst session in weeks, tax thesis unmoved
Hawk Thorne Research19 OctoberPolandPolish banks' tax bill outpaces profit decline, stocks barely blink
Hawk Thorne Research15 OctoberPolandBanks shrug off a Polish inflation print that breached the ceiling
Hawk Thorne Research13 OctoberPolandWarsaw banks rally as Fitch flags a wider Polish deficit
Hawk Thorne Research12 OctoberPolandPolish retail prices firm just as Warsaw's rally skips the banks
Hawk Thorne Research9 OctoberPolandBank-specific filings explain Warsaw's selloff, not the złoty
Hawk Thorne Research8 OctoberPolandDollar strength, not Poland risk, drives złoty's dual slide
Hawk Thorne Research8 OctoberPolandWarsaw bank stocks erase a rally the złoty never confirmed
Hawk Thorne Research7 OctoberPolandWarsaw's bank index rises as RPP decides on 3.75% reference rate
Hawk Thorne Research6 OctoberPolandPolish growth hits 3.8%, Warsaw's bank stocks don't seem to care
Hawk Thorne Research2 OctoberPolandWarsaw banks fall twice as fast as the market eight days before RPP
Hawk Thorne Research30 SeptemberPolandWarsaw banks keep pricing cuts a 4.0% CPI print just made harder
Hawk Thorne Research23 SeptemberPolandWhy the złoty's slide against the euro is really a dollar story
Hawk Thorne Research21 SeptemberPolandA record term spread over WIBOR undercuts Warsaw banks' rate-cut wager
Hawk Thorne Research18 SeptemberPolandOrlen sheds 6% the same day Warsaw's index prints a record
Hawk Thorne Research18 SeptemberPolandA hotter CPI print complicates the rate cut Warsaw's banks won't stop pricing
Hawk Thorne Research9 SeptemberPolandWarsaw banks keep pricing cuts a silent central bank refuses to confirm
Hawk Thorne Research7 SeptemberPolandOne wire's hike call puts Warsaw's bank rally on a two-day clock
Hawk Thorne Research4 SeptemberPolandWarsaw's rate-cut bet on bank stocks now has nine days left to prove itself
Hawk Thorne Research3 SeptemberEquitiesSmall-cap shorts cover at a record pace even as the Russell keeps sliding
Hawk Thorne Research20 AugustPolandA weaker dollar, not just NBP cut bets, is now doing the work in Warsaw's rally
Hawk Thorne Research20 AugustPolandWarsaw's banks price NBP cuts a hotter CPI path may not allow
Hawk Thorne Research14 AugustPolandTwo stocks, not the banking sector, explain Warsaw's worst session
Hawk Thorne Research12 AugustPolandWarsaw banks retreat before the NBP projection meant to justify the rally
Hawk Thorne Research3 AugustPolandA nineteen-year high in WIG20 tells Warsaw's banks nothing new
Hawk Thorne Research1 AugustPolandWarsaw's banks shrug off a CPI rebound that argues against further NBP cuts
Hawk Thorne Research29 JulyPolandPoland's labour gauge flashes a warning Warsaw bank stocks aren't pricing
Hawk Thorne Research28 JulyPolandWarsaw banks rally into a CPI print that could reopen the case for cuts
Hawk Thorne Research24 JulyPolandPolish banks already paid 80% of last year's tax bill in six months
Hawk Thorne Research23 JulyPolandPoland's jobless rate falls to 5.8%, but sentiment says workers don't believe it
Hawk Thorne Research16 JulyPolandPoland hits its inflation target just as pump prices erase the win
Hawk Thorne Research10 JulyPolandNBP's projection day tests whether Polish rate calls are splitting for real
Hawk Thorne Research9 JulyPolandRPP silence, EU embargo friction leave Polish assets untested
Hawk Thorne Research8 JulyPolandPolish bonds rally on oil, then give it back on Iran risk
Hawk Thorne Research7 JulyPolandA widening current account gap gives the Council a reason to sound dovish, but the złoty isn't pricing it
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