"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. "

"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. "

"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%. "

"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. "

"The first is called Pontus. It launches in September 2026, and it links distributed ledger platforms directly to the ECB's target settlement system. To put it simply, it lets tokenized assets settle in central bank money instead of USDT or USDC. "

"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. "

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

"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. "

"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. "

"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. "

"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 "

"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. "

"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. "

"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. "

"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. "

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

"Analitycy przewidują, że agresywne wejście Morgan Stanley w połączeniu z ich ogromną siecią dystrybucji detalicznej Erade może zwiększyć całkowitą wartość amerykańskich aktywów spot ETF do 220 miliardów dolarów do końca 2026 roku. "

"At the end of 2025, there were as many as 15 million. And it's estimated that by the end of 2026, there will be as many as 20 million crypto card holders. "

"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. "

"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. "