Comparic Rynki 31.05.2026

◔ Pending

"If you heat with coal, the amounts are higher. 10311 PLN in the period 2028-2030. And pay attention, 3974 PLN until 2035. I repeat, because it's a brutal number. A family heating with coal will have almost 40,000 PLN taken from their wallet in 7 years. "

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 01.06.2026

◔ Pending

"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 "

Comparic Rynki 31.05.2026

◔ Pending

"The average Polish family heating their home with gas will additionally lose 6338 PLN in the years 2028-2030. By 2035, this will already be 2418 PLN. "

Comparic Rynki 31.05.2026

◔ Pending

"The Centre for Climate and Energy Analysis went further. It assumes that after the merger of ETS1 and ETS2 systems, the price may reach €180 per tonne in 2040. "

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 29.05.2026

◔ Pending

"In 2027, something must break. Either consolidation forced by Brussels, or a series of quiet tax increases, or an increase in debt servicing costs that will consume the rest of the government's economic policy. Most likely a bit of everything. "

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 22.05.2026

◔ Pending

"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... "

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. "

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 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 30.04.2026

◔ Pending

"The first option is a put on the Invesco QQ Trust ETF with an exercise in January 2027 with a strike, i.e., a target of $550. The second. Further puts on QQQ this time from March 2027 with a strike of 525. The third puts on Nvidia from January 2027 Strike 115 and the fourth. Puts on the Isare Semiconductor SOX ETF. also January 2027 Strike 330, meaning it bets on declines in companies that produce or have a lot to do with semiconductors. "