Poland
Poland's nuclear power plant delay may be deliberate
Current leadership appears uncommitted to Poland's first nuclear power station
PolandECB QE and growth may obscure Polish political risk
There is significant risk of a period of post-election instability following October's parliamentary ballot
PolandProspects for Europe in the second quarter
Tensions over Greece and Russia, and concern about the UK election, will dominate European policy-making this quarter
EUPoland's reliance on Russia's Gazprom will decline
The more gas Poland gets from elsewhere than Russia, the greater its energy security and leverage over Gazprom
PolandECB QE, Greek easing may help Emerging Europe
Timing and pace of US monetary tightening could upset Emerging Europe markets buoyed so far by ECB's QE
EuropeEU Energy Plan faces two-year uphill battle
Low energy prices and differences over Russia could block plans for a European energy union
EUSwiss policy turn may dampen Polish consumption
Unpegged Swiss franc will influence short-term consumer behaviour but not asset or loan portfolio quality across CE.
PolandNew Ukraine/Poland brigade is unlikely to enter Donbas
Joint military brigade is unlikely to enter Donbas but will probably focus on giving some training to Ukrainian army
Ukraine