Claims
54 claims · 01.01.1150 – 11.06.2026
Content language
Albert Rokicki
03.06.2026
"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. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
01.06.2026
"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. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
01.06.2026
"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 "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
31.05.2026
"In an extreme scenario, ETS2 can push inflation up by as much as two percentage points. This is not an abstraction, it is a real loss of purchasing power for everyone. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
31.05.2026
"if in January 2028 you wake up in the morning, refuel your car and turn on your gas heater, you will pay more. without declaration, without office, without choice, simply built into the price. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
29.05.2026
"Interest next year will consume not 115 but 130, 140 billion zlotys. There will be nothing left to pay for benefits, defense, or investments without deep changes. "
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PL · original
🌐 Scenario
Economy
Ad
Comparic Rynki
23.05.2026
"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. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
23.05.2026
"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. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
23.05.2026
"De la Spa wins. Salvadoran-style shock. Short-term strengthening of the PESO on a wave of right-wing investor enthusiasm and immediate risk of collision with the Supreme Court, Constitutional Tribunal, and Congress, i.e., political risk premium going up after the first attempts at extradition decrees. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
22.05.2026
"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... "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
14.05.2026
"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. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
11.05.2026
"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. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
26.04.2026
"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. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
26.04.2026
"Annually, Japan could become insolvent at 2% rates. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
25.04.2026
"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. "
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PL · original
🌐 Scenario
Economy
Ad
Comparic Rynki
23.04.2026
"Optimistic scenario. Trump makes a deal with Iran. Ormus returns to normal. Jet fuel drops to $120 per barrel in summer. Bydgoszcz regains Frankfurt in the fourth quarter, and the pessimistic scenario: war escalates, Russia continues to scheme. European reserves fall below 23 days. physical shortages at airports, rationing, ban on short-haul flights, and with this scenario, a full recession in the aviation industry. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
17.04.2026
"And now everything depends on two things. On the outcome of these talks. If some agreement is signed. Well, then it will probably last until the elections, because then the circus will start again. I am deeply convinced that after November, it will all come back again. Uh, that, uh, first of all, that's the first condition for the bull market to last, and the second condition is the results that will be reported, I'm looking at the calendar, between April 22nd and 29th, by the Magnificent Seven companies and not only them. There's also IBM. I think IBM and Tesla are on the 22nd. Intel on the 23rd. Well, various ones. I think three Magnificent Seven companies report on the 29th. Nvidia only sometime at the end of May. Therefore, we are waiting, and depending on what we see there, actually what the management forecasts will be after the reports are published, then in conjunction with this de-escalation, we can see a bull market, a continuation of the bull market. If something slips, or there is no de-escalation, or worse, the forecasts are unsatisfactory, they will certainly be good, but maybe unsatisfactory, then we will return to a correctional arrangement. How it will be, I cannot decide at the moment, because I don't know what the companies will say and I definitely don't know what Mr. Trump will come up with in the meantime. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
10.04.2026
"If the conflict ends now, inflation will not be higher. It will stay at that level. If, however, it continues and oil prices actually rise to $140, $150 or so, I'm not aiming for quotability so I won't mention levels, then of course inflation will rise and may reach 4%. This is completely realistic. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
10.04.2026
"If Ormus remains blocked for more than a month and Goldman's scenario materializes, then pressure on the Polish transport industry will return with full force. And when pressure returns to TSL, retail chain margins begin to fall, and then there's no need to explain it. We all see it on our receipts. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
08.04.2026
"Furthermore, from low orbit, nuclear pulse engines are the most probable, relying on nuclear impulses simply pushing the ship, where small charges are ejected, they explode and push the ship. And then we will fly to Mars in, for example, 14 days. "
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PL · original
🌐 Scenario
Technology