Monday, May 6: Dynamic start to the week

  • Service sector PMI indicators in Europe, including Germany and France, which could provide insights into the economic climate.
  • Financial results from leading American companies such as Berkshire Hathaway and Palantir, and Polish banks ING Bank Śląski and UniCredit.
  • Dividends and corporate meetings – dividend payments in Marvipol and ING, as well as a general meeting in Mirbud.
  • Speeches by Thomas Jordan and Christine Lagarde at 2:00 PM, which could influence market expectations regarding monetary policy.

Tuesday, May 7: Central Banks’ decisions and corporate results

  • The Reserve Bank of Australia will make a decision on interest rates, which will surely attract global market attention.
  • Quarterly report from Walt Disney Company – how has the pandemic affected the entertainment giant?
  • Initial listing of new shares of Sfinks Polska on the Warsaw Stock Exchange, which may impact the company’s stock performance.
  • General assemblies at companies such as Gi Group, IFIRMA, Mennica Polska, Nanogroup, and EMC Medical Institute.
  • Press conference by Orange presenting the new Orange Business Metaverse product.

Wednesday, May 8: Economic and Quarterly Reports from the USA and Europe

  • Meeting of the Monetary Policy Council in Poland – crucial for the direction of monetary policy in the country.
  • Uber, Airbnb, Shopify – publication of results for the first quarter, which will show how companies are coping in the changing economic environment.
  • Industrial production from Germany and Spain, providing data on the state of the industry in these countries.
  • Quarterly reports from companies such as Budimex, Kruk, Erbud, Ambra, and Onde on the Polish stock exchange.

Thursday, May 9: Decisions on Interest Rates and Macroeconomic Data

  • The Monetary Policy Council will announce decisions on interest rates – what will the Polish central bank decide?
  • The Bank of England and inflation report – decisions on interest rates in the context of inflationary pressure in the UK.
  • Data from China and the USA – China’s trade balance and weekly reports on unemployment benefits in the USA.
  • Quarterly results from Dino Polska, PKO BP, XTB, Asbis, Altus, Handlowy Bank, Baltic Bridge, IMC, Lokum Developer, Stalexport.

Friday, May 10: Week Summary with Key Economic Readings

  • Minutes from the meeting of the European Central Bank, which may provide clues regarding future actions.
  • UK GDP and industrial production – how is the UK faring post-Brexit?
  • Preliminary report from the University of Michigan, concerning inflation expectations and employment data that can provide new insights into the state of the US economy.
  • Conference by the President of the NBP, Prof. Adam Glapiński, starting at 3:00 PM, with remarks that could impact the Polish economy.

Investor Outlook

This week brings a series of significant events that could have a substantial impact on financial markets. From macroeconomic analysis to detailed corporate performance, maintaining vigilance and staying informed will be key.