Comparic Rynki 04.05.2026

✓ Fulfilled

"Prices of final plastic products will increase in April and May by 50 to 60%. This is a real company that produces housings, fasteners and parts for hundreds of Western brands. And now its customers, i.e. Western home appliance and electronics brands, are receiving invoices increased by half. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 04.05.2026

✓ Fulfilled

"The increase in DRAM memory prices has already raised smartphone production costs, and this was even before the Strait of Hormuz. Counterpoint predicts an additional 10 to 15% in costs in the second quarter of 2026, which is now as you are watching this. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 04.05.2026

✗ Failed

"The global smartphone shipment forecast for 2026 will drop by 2%, and the average valuation will increase by almost 7%. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 04.05.2026

~ Partially

"ASUS announced price increases for new computers by 25 to 30%. McQuery, an Australian investment bank, forecasts consumer electronics price increases of 10 to 20% in 2026. Numura more conservatively forecasts 5%. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

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. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

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. "

🌐 original

🔮 Forecast Economy 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. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 25.04.2026

✓ Fulfilled

"Regarding the biggest players such as, for example, Amazon, Apple, Microsoft, Meta, these companies are expected to invest around $650 billion in artificial intelligence in 2026. Therefore, this is not a testing phase, but a phase of real implementation and scaling. "

🇵🇱 translated PL · original

🔮 Forecast Technology 2026

Comparic Rynki 23.04.2026

~ Partially

"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. "

🇵🇱 translated PL · original

🌐 Scenario Economy

Comparic Rynki 23.04.2026

✓ Fulfilled

"However, if we conclude that the stock exchange might not get a MIKA license anyway, then what about July 1st? We have to settle with clients, because we are ceasing operations, we have no legal basis to continue. And now, we previously had loans in 2024 that were not fully repaid. In 2025, we don't know how it was, because we don't have an audit, we don't have reports for 2025, and we probably won't have them, so we don't know how it was. But one could suspect that it was only worse. Therefore, we conclude that, okay, we were short 100 million euros here, so what if the manager is short 100 million or 500 million, if I just pack it all up and go somewhere unknown, or they won't find me anyway. So, it's possible that we are unfortunately going down the worst path, that the company knew it wouldn't get the license and was heading for a regulatory wall, where it would have to settle with clients anyway, and since it had borrowed earlier and wouldn't be able to repay it, the obligations to clients would not be fully settled anyway. So, whether I owe someone 100 million, or... "

🇵🇱 translated PL · original

🌐 Scenario Economy

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 "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

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. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 20.04.2026

✓ Fulfilled

"for impeachment to succeed, mind you, Democrats would have to have 2/3 of the votes in the Senate. They would have to have as many as 2/3 of the votes, which is 67 out of 100 possible. And at this moment, that is an extremely unlikely option. Therefore, talking about getting rid of Trump already in November is absolutely a practically impossible scenario to realize. "

🇵🇱 translated PL · original

💬 Opinion Politics

Comparic Rynki 20.04.2026

✗ Failed

"In short, we have two, three days for agreements or we return to a hot phase of war. Wednesday will be the day that will probably decide how the whole quarter, and maybe even the whole year, will look. For the markets, and for us, it would be better if they reached an agreement. "

🇵🇱 translated PL · original

🔮 Forecast Armed conflicts 2026

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. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 19.04.2026

✓ True

"The third pillar is exports to China. German BMW, German Mercedes, German machinery, German Volkswagen. All of this flowed to the Middle Kingdom by trucks, by ships, and euros flowed back. However, in 2026, China itself produces BMWs, Mercedes, and machinery, and often better ones. BYD, Nio, Xiaomi are now competitors, not clients. This pillar is crumbling before our eyes. "

🇵🇱 translated PL · original

✅ Factual claim Economy

Comparic Rynki 17.04.2026

✗ Negated

"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. "

🇵🇱 translated PL · original

🌐 Scenario Economy

Coin Bureau 11.04.2026

✓ Occurred

"The foundational layer of the global food system is physically shutting down because it can no longer afford the fuel required to operate. Today, we reveal why a catastrophic diesel shock is about to empty the seafood aisles in your local grocery store. "

⚠️ Warning Economy 2026

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. "

🇵🇱 translated PL · original

🌐 Scenario Economy

Comparic Rynki 10.04.2026

~ Partially

"If the Strait of Hormuz remains closed for another month, then Brent will stay above $100 throughout 2026, and in a pessimistic scenario, $120 in Q3, $115 in Q4. "

🇵🇱 translated PL · original

🌐 Scenario Economy