Poland’s preliminary GDP growth for the second quarter of 2026 is expected to be confirmed at 3.8% year-on-year, supported by a notable rebound in fixed investment. This outlook was highlighted by ING’s Adam Antoniak, who attributed the investment surge to projects funded by the European Union and the Recovery and Resilience Facility (RRF), according to FX Street.
However, private consumption is anticipated to slow down slightly, as higher fuel prices and weaker wage growth are putting pressure on household purchasing power. This combination suggests a mixed domestic demand environment despite robust investment activity.
For Japanese investors and market participants, Poland’s steady growth driven by EU-funded infrastructure projects underscores the importance of regional recovery funds in shaping economic momentum across Europe, which could influence currency and equity flows in the FX and broader financial markets.