How will the CHF Bill impact the banking sector and the economy?
- Increase in risk aversion negative for prices of Polish assets
- Lower than expected inflation in the US does not alter our scenario of the FED monetary policy
- Publication of FOMC Minutes may increase market volatility
- Flash estimate of GDP in Poland to indicate a slight slowdown of growth in Q2
- Industrial production reading slightly negative for PLN and yields on Polish bonds
- How will the CHF Bill impact the banking sector and the economy?