Poland country watch

Exposure to Poland means watching the National Bank and the złoty, Warsaw's energy, defence and EU-funds decisions, the eastern border and the Ukraine transit corridors, the ports of Gdańsk and Gdynia, and the autos, batteries, logistics, banking and state-controlled energy groups that anchor Central European supply chains. We read Rzeczpospolita, Puls Biznesu, Gazeta Wyborcza, Business Insider Polska and Money.pl every morning.