2025-08-08 12:00
publication
2025-08-08 12:00
The coming week will show how the Polish economy developed in the second quarter of this year. We will get an extended inflation report in July to the package from the Central Statistical Office. There will be more inflationary data, among others from the USA. The financial report will be replaced by the largest WIG20 company, and the other will separate the shareholders of nearly PLN 7 billion of dividends. The resulting tornado will pass through NewConnect.
Monday, August 11
The holiday in Japan on the occasion of Mountain Day means no session in Tokyo and less liquidity on the Jen market. However, the macroeconomic calendar is empty when it comes to significant publications. Connoisseurs will note inflationary data from Norway, industrial production from Turkey and a trade balance from Italy.
It can be a bit more interesting on the stock market. The attention of investing in XTB may be focused on the resulting report of the European competitor, i.e. the Plus500 broker. On the WSE and NewConnect fullness of the resulting season. Especially companies from the Small Stock Exchange will start publishing a lot of reports, because on August 14, they have a deadline to show a quarterly report. On Monday, they will show their reports, among others Road Games, Galvo, Platige Image, Kolejkowo, Lkardi, Klabater and Nestmedic. Full of list in our calendar.
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Tuesday, August 12
At night we will know the decision of the Australian reserve bank on interest rates. At the morning (8:00) we will be waiting for data on June salaries in Great Britain. 11:00 am is the time of publication of the WEM report measuring the view of German financiers.
In the afternoon, the attention of markets will focus on the USA, where a report on July inflation in the world's largest economy will be published. It will be the event of the week in the markets, but not the last report on inflation before the next Fed meeting. Bankers who will meet only in September (17.09) to decide on their feet will also familiarize themselves with the report for August. In addition to inflation on Tuesday, we will know the July status of the federal budget and changes in fuel inventory according to API.
The results will be shown by a whole bunch of companies with NewConnect, and for investors it will be the last day to buy shares with the right to dividend from Orlen. The next day, PLN 6 will be cut off from the course.
Wednesday, August 13
The day (at 8:00) we will start with the publication of the statistics of July inflation from Germany. An hour later there will be time for Spain.
For us, however, the nail of Wednesday's Makro program will be 10:00 when the CSO presents a preliminary GDP reading for the second quarter. Economists estimate that the previous quarter brought the acceleration of annual GDP dynamics from 3.2% to 3.3%. In turn at 14.00 NBP will give the balance of Poland's payment for June.
Hungarians will publish a report from the July meeting of their central bank, and in the US the head of the Fed from Chicago is planned. Americans will also show changes in fuel inventory according to the Government Energy Agency.
The results on the WSE will be shown by the largest Polish bank and WIG20, i.e. PKO BP. In addition, reports will publish, among others Treasury Mint, Analyzy.pl, Kubota, Toya. It will also be the first day of rating the Orlen action course without a dividend. From large global companies we will learn the results of Cisco Systems.
Thursday, August 14
The investment world will start the day with the results of the British GDP for June and the entire second quarter. The data package will also include industrial production and commercial balance. The Swiss will give the prices of producers, Hungarians data on industrial production, French about inflation, and Slovaks dynamics of GDP for the second quarter. At 11.00, collective data on GDP and industrial production of EU countries will be shown by Eurostat.
GUS at 10.00 will show a full report on the July CPI inflation with inflationary hits.
On Thursday, Norges Bank will decide on interest rates in Norway.
In the USA, data on producers' inflation and a weekly number of applications for unemployment benefit will be published.
Several dozen companies from NewConnect will publish their quarterly reports that day, including Farm51, SDS OPTIC, MaxIPIZZA, MPay, Hourglass or Starward. In turn, Agora and Remak will show reports from the WSE. This is the day of establishing the right to the dividend of Shareholders of Orlen.
Friday, August 15
In Poland, we will have a day off and the beginning of a long weekend. There will be no trade on the WSE. However, the macro calendar will provide a large portion of data. The Chinese should show data on real estate prices, retail sales, industrial production and investments in cities. At night, Japan GDP data will also come in the second quarter and industrial production there. Slovaks will break down about the increase in prices. In turn, the Czechs will show the report from the last meeting of the Czech National Bank.
A large package of data will come from the USA. The most important will be the publications of retail sales (14:30), industrial production (15:15) and a report on inflation expectations. NY Empire State indexes and Michigan University, measuring the mood of American households, will also come.
Michał Kubicki
