Comparic Rynki 04.05.2026

◔ Pending

"Smartphones, laptops, consoles, TVs, home appliances will go up by 10-20, in some places 30%. Stock levels of Polish networks will be sufficient until the end of the first half of the year. Real increase: end of July, August, autumn. The cheapest models will suffer the most. "

Comparic Rynki 01.06.2026

◔ Pending

"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. "

Comparic Rynki 29.05.2026

◔ Pending

"64.5%. This will be our public debt to GDP in 2026. The treaty threshold is 60%. And we are exceeding it this year for the first time. According to European Commission forecasts, in 2027 the debt will reach over 68%. "

Comparic Rynki 23.05.2026

◔ Pending

"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. "

Comparic Rynki 14.05.2026

◔ Pending

"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. "

Krzysztof Jackowski 12.05.2026

◔ Pending

"then this threat will subside and the narrative about it will somewhat subside in late summer, early autumn, and then we can expect a large-scale pandemic. "

Comparic Rynki 01.05.2026

◔ Pending

"Prawdopodobnie trzy rzeczy. Pierwsza, ceny skupu drobiu i wołowiny w Polsce. Jeśli spadają szybciej niż średnia unijna to znaczy, że importowy ścisk już działa. Druga. Statystyki celne za maj i czerwiec. jak szybko Brazylia i Argentyna wyklepią ten kontyngent. Jeśli w trzy miesiące, to znaczy, że przewidywania były ostrożne. A trzecia, czy rząd w końcu złoży tę skargę, to powie najwięcej o tym, jak poważnie traktujemy własne uchwały sejmowe. "

Comparic Rynki 01.05.2026

◔ Pending

"Food and meat processing companies from the Polish market are entering a long period of margin pressure. On the other hand, German car manufacturers and their Polish supply chain have new fuel. Who earns what will be visible after the reports for the second and third quarters of 2026. "

Comparic Rynki 29.04.2026

◔ Pending

"In short, no cuts this year. The Monetary Policy Council has its hands tied. Council members say this directly. In conditions of rising oil prices, we will not only not cut, but we may even raise. "

Albert Rokicki 22.04.2026

◔ Pending

"I expect that in this quarter, which is the second quarter of 2026, at least one large contract will be announced. This is my base scenario, which I am playing on. Yes. And it could even be a contract for "

Albert Rokicki 22.04.2026

◔ Pending

"I expect that in this quarter, which is the second quarter of 2026, at least one large contract will be announced. This is my base scenario, which I'm playing for. Yes. And it could even be a contract for 6 million dollars, which will make the company profitable, just like Creotech became profitable and there was a huge pump for it, right? for very good overall results for 2025, where there was a profit of 20 million from continuing operations, meaning it didn't even include Creotech Quantum. "

Comparic Rynki 20.04.2026

◔ Pending

"And the third BigTech is getting hit blow after blow in the European Union. Apple, Samsung, Google, battery regulations are just the beginning. The erosion of margins in the European market will be counted in billions, but it will not topple these companies. Rather, it will shift valuations down by a few percent over the next two quarters. "

Comparic Rynki 10.04.2026

◔ Pending

"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. "

Comparic Rynki 31.03.2026

◔ Pending

"Aluminum jumped to over $3500/ton, highest in four years. Analysts from CRU Group warn that with further conflict, the price could reach $4000. And restarting a closed aluminum smelter is not a matter of weeks, it's 3 to 12 months. Such installations operate at temperatures above 960 degrees Celsius. You don't just turn them on and off like a stereo. "

Krzysztof Jackowski 28.03.2026

◔ Pending

"If the war in Iran does not calm down, we must realize that from about July, the crisis will begin to enter a very acute stage. In Europe, there will start to be problems with many things we buy, from energy, from fuels to products and food. "

Krzysztof Jackowski 07.06.2026

◔ Pending

"this will cause either events due to what will be happening there, events will progress in such a way that there will be a great crop failure, that something will happen to the crops. So if this were to happen, it would be before the harvest, and that is the period of August. In August, in August, September, but in August, crops are harvested "

Comparic Rynki 01.06.2026

◔ Pending

"I predict that they will eventually have to come to an agreement. The US will unblock Iranian ports, Iran will unblock the strait, and this will last until November. "

Comparic Rynki 31.05.2026

◔ Pending

"This is a situation, this war, which will still last, ladies and gentlemen, even if they sign this MOU, even if they sign it, even if they sign some agreement, it will last more or less until November, until the elections in the States. Then, next year, I am convinced that Israel will act towards restarting this war. I don't believe in an end, unfortunately. "

Comparic Rynki 26.05.2026

◔ Pending

"The GDP growth forecast for 2026 is approximately 2.4%. "

Krzysztof Jackowski 20.05.2026

◔ Pending

"I had a feeling yesterday, just when I was focusing, I had a feeling that it would start on very hot days this summer. on very hot days. It will be hot when we find out about it. "