Poland’s economy drives EU growth

December 20, 2024

After a strong fourth quarter as the year closes, Poland’s economy is expected to continue to expand in 2025. With economic growth spurred on by increased consumption and infrastructure funding, the economy should remain strong despite predictions that inflation will pick up slightly in the new year.

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This Week’s New Articles

16 December 2024

Updates every Monday.

Allianz

➦ Companies on a trade war footing, the Fed’s wishful Xmas cut and 2024 going in the books as a record year for insolvencies
Despite a brief boost as exporters rush to get in orders before higher tariffs kick in, global trade growth is likely to slow in 2025-2026.

➦ Divided we fall – The risks of competitive fragmentation on Europe’s road to net zero
The green transition is a motor for economic growth.
Atradius
Coface
Credendo
Goldman Sachs

➦ Market concentration: How big a worry?
S&P 500 returns this year have been nothing short of spectacular, with the index rising an eye-popping 26% ytd. This stellar performance owes to a handful of technology stocks—the Magnificent 7—which returned 41% ytd and accounted for an astonishing 47% of the index’s gains. Just how anomalous US equity market concentration is today, and how worried investors should be about it, is Top of Mind.
Marsh
Wells Fargo
World Economic Forum
Risk Maps