"Firstly, foreign capital is flowing into Poland like never before, because we are the cheapest gateway to the reconstruction of Ukraine. Plus 30-50% on the largest companies. "

"If China lifts the suspension of the ban in November 2026, RTX may have a serious problem fulfilling contracts worth over $20 billion that it has in its order book. "

"If you have a business that requires selling a physical product to the States, Bahrain is a great idea. But from my side, the information is simple. When the war is over. And 'after the war' does not mean some message from an Iranian army colonel again, it does not mean a message from Trump. For me, the phrase 'after the war' means when I open marine traffic, which is a map that shows ship movements. I only select the red color, meaning only tankers, ga "

"Walensja wins. Center-right correction. Attempt to rebuild relations with Washington. Fiscal plan to be agreed with Congress. PESO may strengthen below 3500, and the Colcup index returns to an upward trend. "

"Kaped wins in the second round. Continuation of Petro's policies, continuation of conflict with the central bank, continuation of sanctions. The PESO weakens towards 4200-4500 per dollar in a few months. "

"If an agreement between Iran and the United States is already concluded, the price of oil will drop from nearly $100 to $70-$80, because I think it won't go much below $70, as it will take time before production capacities in the Persian Gulf are reactivated and everything settles down again. And if oil cheapens, in other words, if oil significantly cheapens, say by 20%, what will happen to yields? They will undoubtedly fall. But how much will they fall? Will they not start rising again afterwards? Will the fear currently caused by debt, oil, and inflation not persist? I don't know, because I see many texts that say that not only oil matters here, because that's the truth, not only oil matters here, that generally elevated inflation may stay with us for a longer time. I'm not sure that will be the case. I simply don't know. And I'm waiting for the moment when we have a test. A test, meaning an oil price 20% lower, yields sharply falling, and what will happen then? Because the first move will be what Americans call a knee-jerk reaction, right, that the first move will be such a sharp drop in oil price, a sharp... "

"The next key date is June 15 and 16, 2026. Bank of Japan meeting. If the BOJ raises the rate to a round 1% and markets price this with a probability of over 63%, a second wave will be triggered. Then we will see how much the Polish 10-year bond is really worth. "

"First short-term scenario. Trump and Xi agree on Iran. Beijing pressures Tehran. Iran yields on Hormuz. Tankers move. Brent falls to around $80, maybe lower. What does this mean in practice for Poland? Inflation loses momentum. Fuel at stations gets cheaper by several dozen groszy. Electricity bills stop being so scary, at least a bit. The National Bank of Poland gets an argument to maintain interest rates or even to cut them slightly. The zloty strengthens, WIG 20 catches its breath. General relief. "

"If the Senate Banking Committee does not formally mark up the Clarity Act before the Memorial Day recess on May 21st, the entire framework collapses. Midterms swallow the calendar, and comprehensive crypto market structure legislation is reportedly pushed out as far back as 2030. "

"The practical markup window closes in mid-May. The recess begins on the 25th and after that, the midterm cycle starts swallowing every available legislative day. If the Clarity Act dies in this window, then comprehensive market structure legislation pushes deep into 2027 or beyond and the industry returns to regulation by enforcement. "

"And the second option is to return to bond buying and continue printing yen. It saves bonds but kills the currency. The yen is already at 160, and at 200 we have a scenario where imported inflation devours the remnants of real wages. Senior poverty increases geometrically. Another Akio in rice shops. "

"Analysts estimate that if Vero captures at least 20% of European transactions by 2030, it will push 1.5 trillion euro annually out of US payment pipelines. "