Comparic Rynki on Economy — predictions scored
212 tracked claims · Accuracy: 65%
"Wydaje mi się, yyy, i to jest taki mój troszeczkę scenariusz bazowy, który będzie oddziaływał na wiele walut, ale w późniejszym okresie, że banki yyy będą próbowały przetrzymać tę sytuację, że jednak wyjdą z założenia, że skok cen ropy gazu przełoży się na inflację, ale to nie będzie przełożenie trwałe, że nie będzie efektów drugiej rundy i zdecydują się przeczekać ten okres "
🌐 original
🌐 Scenario
Economy
"I am counting on the fact that in some foreseeable future, this conflict in the Middle East will at least calm down, be brought under control, and the situation on the oil market will stabilize. Perhaps we will not return to the levels we were used to at the turn of 2025 and 2026, $50 per barrel, but we will move away from $100 and this market will become somewhat more predictable, and this will already be a factor that may slightly weigh on the valuations of the American currency and support the zloty as a result. "
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PL · original
🔮 Forecast
Economy
Medium timeframe
"However, the outcome will probably be that banks will simply wait, and this nervousness in all markets, including the forex market, will calm down, and in further periods we will look at interest rate levels in different regions, and two, and this is the more important factor from the dollar's point of view, we will look at the state of economies, and this leads me to the conclusion that the dollar will nevertheless gain from this war, about which it is hard to say about the American dollar. "
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PL · original
🔮 Forecast
Economy
Medium timeframe
"What can we expect in the coming months? Stabilization of Euro PLN 420 430 and boring next dozen months. In the case of the American currency, probably a range of 60 or 80 and nothing more can happen here, even from our side, from our Monetary Policy Council. "
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PL · original
💰 Price target
Economy
2027
"It seems to me that this will be a politically calmer period in the United States, and the American economy will primarily benefit from it. So, in short, this also fits into my thesis that the strength of the American economy will cause the dollar to slowly, slowly regain strength and continue to systematically gain against a basket of currencies, "
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PL · original
🔮 Forecast
Economy
2026
"The dollar will gain value regardless. Paradoxically, I assume that the war in the Middle East, this attack by the United States and Israel on Iran, that the only winner of this war, whose purpose is hard to define, will be the American dollar. "
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PL · original
🔮 Forecast
Economy
Medium timeframe
"And if Trump's position weakens, if Americans turn away from him, because gasoline prices and inflation turn out to be somewhat out of control, then the dollar may gain value with double strength, and then monetary policy and the direction we will go with interest rates, whether it will be stabilization or some minimal further cuts, will be less significant, because other risk factors, and Trump is a risk factor after all, will disappear. "
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PL · original
🌐 Scenario
Economy
"Definitely not this year. Łukasz, I think the first half of next year. "
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PL · original
🔮 Forecast
Economy
2027
"The management's forecast for 2026 assumes a sales increase of 40 to 45%. "
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PL · original
🔮 Forecast
Economy
2026
"When Volkswagen sneezes, Mercator, Boryszew and Syntos might catch a cold. "
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PL · original
🌐 Scenario
Economy
"Lockheed Martin, the American flagship, backlog, a record 194 billion dollars. Revenue forecast for 2026 is 77 to 80 billion. "
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PL · original
🔮 Forecast
Economy
2026
"If you have Apple or Samsung in your portfolio, these regulations will not overturn the company, but will erode profit potential in the European market, measured in tens of billions. "
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PL · original
🔮 Forecast
Economy
Medium timeframe
"Issuance for 2025, a record 300 billion euros in bonds. France has to borrow more and more to service what it has already borrowed, a classic debt spiral. "
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PL · original
✅ Factual claim
Economy
"In 2026, German farms may employ only 80% of that number. Calculate it, that means 65,000 fewer people, 65,000 pairs of hands that simply won't appear. Plus another regulation, which is the icing on this bitter cake. At least 10% of each crew must be German citizens. "
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PL · original
✅ Factual claim
Economy
"The International Monetary Fund forecasts that by 2030, the debt-to-GDP ratio will rise to almost 130%. "
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PL · original
🔮 Forecast
Economy
2030
"Poland spends 4.7% of GDP on defense in 2025, which is 187 billion zlotys, or about 45 billion dollars. The target for 2026 is 5%. The Minister of Defense stated this directly in March 2025 at a meeting of EU defense ministers. "
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PL · original
✅ Factual claim
Economy
"Rheinmetall forecasts sales growth of 40 to 45% in 2026. Leonardo plans to double profits by 2030. "
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PL · original
🔮 Forecast
Economy
2030
"As reported by Climate Action Tracker, RWE, the largest coal operator in Germany, will likely get more operating hours from its coal blocks before 2030 from this agreement than originally planned. "
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PL · original
🔮 Forecast
Economy
2030
"Germany's Public Debt, until recently exemplary in Europe, has a chance to reach 85% of GDP by 2035. New debt in 2026 will exceed 180 billion euros, over 4% of GDP. The budget deficit will reach almost 5%. "
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PL · original
🔮 Forecast
Economy
2035
"According to McKinsey, European defense spending could reach 800 billion euros annually by 2030. And the new NATO target set at the Hague summit in June 2025 is 5% of GDP by 2035. "
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PL · original
🔮 Forecast
Economy
2035
"Merc wants to reach 3.5% of GDP for defense by 2029. This would mean about 162 billion euros annually. "
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PL · original
🔮 Forecast
Economy
2029
"TD Securities calculates that by the end of April, markets will lose a total of one billion barrels, 600 million of crude oil and 350 million of refined products. This is not something you fix with a two-week truce. "
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PL · original
🔮 Forecast
Economy
2026
"This means that gold will end the year higher than it is now. That's my assumption. But this assumption is based on Kevin Warsh or another Trump nominee, very keen on cutting rates, taking the Fed chair, and the dollar weakening. "
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PL · original
🔮 Forecast
Economy
2026
"An agreement means that inflation will stop before the NBP's target, because the Monetary Policy Council's target is 2.5 plus minus 1 percentage point, i.e., from 3.5 to one and a half percent inflation, and then it will stop before that 3.5. If not, then it will exceed that area, that level of 3.5% and reach four. "
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PL · original
🌐 Scenario
Economy
"Well, if there is an agreement and the price of WTI crude oil falls to 70 US dollars, then it will mean that they were right, that they took a risk, but they won with that risk. If not, then an interest rate hike is indeed possible, and this cannot be ruled out, but at the moment we will not make a judgment. "
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PL · original
🌐 Scenario
Economy
"Some weaker farms may give up production or limit the use of fertilizers, which will reduce yields. Lower supply with unchanged demand automatically leads to price increases. Prices of nitrogen fertilizers, mainly used in spring, increased from approx. 330 to over 500 euros per tonne, which may affect the size and quality of harvests. "
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PL · original
🔮 Forecast
Economy
Short timeframe
"Interest on US debt will exceed one trillion dollars this fiscal year. A trillion. That's more than the entire defense budget, and America spends the most on its military in the world. "
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PL · original
🔮 Forecast
Economy
2026
"Bank of America published a forecast: slower growth, higher inflation and oil at $100 per barrel for the rest of 2026. Eurozone inflation jumped from 1.9 to 2.5 in March. In the US, forecasts for summer spoke of 5%. Now, after a slight drop in oil, analysts revised this to around 3%. But this is still above the Fed's target. "
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PL · original
🔮 Forecast
Economy
2026
"Goldman Sachs raised its price forecast for the end of 2026 to $5400 per ounce. "
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PL · original
💰 Price target
Economy
2026
"In CBO's projections, the federal budget deficit in fiscal year 2026 is $1.9 trillion. "
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PL · original
🔮 Forecast
Economy
2026
"Short-term government bonds. 20% of the portfolio. An anchor when the stock market falls by 40%, and it will fall, it's not a question of if, but when. This part of the portfolio stands like a rock. You live off it when markets are crazy. You don't sell stocks at the worst prices. "
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PL · original
⚠️ Warning
Economy
Medium timeframe
"Goldman Sachs warns that the implementation of the ambitious defense budget may not keep up with the plan. They predict that actual spending will be around 109 billion euros this year, 10 billion less than the budget assumed. bureaucracy, lack of skilled workers, internal coalition friction. But even with these limitations, the direction is clear. Europe is arming itself, and Germany is at the forefront of this race for the first time in 80 years. "
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PL · original
⚠️ Warning
Economy
2026
"Oliver Bloom announced that almost 50,000 jobs will be eliminated in Germany by 2030. Previously, the agreement with the unions foresaw 35,000, and now it's about 50. And this includes not only the Volkswagen brand, but also Audi Porsche and the software company Cariat. "
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PL · original
🔮 Forecast
Economy
2030
"However, in my opinion, this direction starts to make sense at the moment when we have this conflict somehow closed or suspended. Rather permanently. "
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PL · original
🌐 Scenario
Economy
"And the first production is planned for 2026 or at the latest 2027. "
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PL · original
🔮 Forecast
Economy
2026
"Indonesia, which has so far extracted Cobalt as a byproduct of Nickel, is expected to increase supply by nearly 150% in 2026. "
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PL · original
🔮 Forecast
Economy
2026
"Tax on winnings in games and lotteries from 10 to 15%. "
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PL · original
✅ Factual claim
Economy
"Sugar tax. The fixed part increased by 40%, the variable part doubled. "
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PL · original
✅ Factual claim
Economy
"If it doesn't start selling dog accessories, it will disappear from the market within five years. "
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PL · original
🌐 Scenario
Economy
"In a country where inflation in 2026 is expected to reach around 3%, this is simply a freeze of real wages, and in fact a silent reduction. "
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PL · original
✅ Factual claim
Economy