Rates Down, Volumes Up. Polish and European Real Estate Markets Accelerate
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Rates Down, Volumes Up. Polish and European Real Estate Markets Accelerate

The Monetary Policy Council at its meeting on February 3–4, 2026 kept the reference rate at 4.00%[3], following a series of reductions totaling 175 basis points in 2025. The lombard rate stands at 4.50%, and the deposit rate at 3.50%. CPI inflation in December 2025 fell to 2.4% year-on-year[1], below the National Bank of Poland’s…

Freight Signals at the Start of 2026: Cheap Sea Freight, Suez Returns, Record Investments in Poland
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Freight Signals at the Start of 2026: Cheap Sea Freight, Suez Returns, Record Investments in Poland

On key ocean routes in the first week of February rates fell to levels close to carriers’ breakeven points[1]. On the Asia–West Coast USA route, rates were 1,450–1,800 USD/FEU, with the Freightos Baltic Index dropping by 10% to 2,418 USD/FEU[2]. The Asia–East Coast USA route was valued at about 3,850 USD/FEU (a 5% week-on-week decrease),…

Capital, Agents, and Regulations: A Breakthrough Week in the Global AI Race
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Capital, Agents, and Regulations: A Breakthrough Week in the Global AI Race

On February 2, SpaceX announced the acquisition of xAI[1] , Elon Musk’s artificial intelligence company and creator of the Grok chatbot, in a stock swap deal exchanging 1 share of xAI for 0.1433 SpaceX shares. Together valued at 1.25 trillion dollars[2] integrating rockets, Starlink satellites, the X platform[3] and the Grok AI models, making it…

CBAM, the Hamburg Declaration, and CSRD Adjustment: A Breakthrough Week in Global ESG
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CBAM, the Hamburg Declaration, and CSRD Adjustment: A Breakthrough Week in Global ESG

On January 26, 2026, Belgium, Denmark, France, Germany, Iceland, Ireland, Luxembourg, the Netherlands, Norway and the United Kingdom signed the so-called Hamburg Declaration[1], committing to building 100 GW of offshore wind capacity[2] in the North Sea by 2050. The investment package foresees installing 5 GW annually[3] between 2031 and 2040, investments of 9.5 billion euros…

Pensions, Insurance, and Interest Rates in 2026: What Awaits Seniors in Poland and the USA
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Pensions, Insurance, and Interest Rates in 2026: What Awaits Seniors in Poland and the USA

The Council of Ministers has approved the schedule for indexation of benefits[1] from the Social Insurance Institution for 2026. From March 1, the minimum pension will increase from 1878.91 PLN[2] gross, which means a raise of 4.88%, or[35] 91.69 PLN monthly. The increase will cover over 7 million pensioners and disability pensioners[3] and will not…

Global Real Estate Market Enters 2026 with Three Crises and Selective Capital
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Global Real Estate Market Enters 2026 with Three Crises and Selective Capital

The US office market vacancy rate fell to 18.4% at the end of December 2025[1], down 140 basis points year-over-year, marking the lowest level since the pandemic in major cities. Manhattan and San Francisco saw the biggest drops in vacancies – by 300 and 370 basis points respectively – while Austin and Seattle still hold…

Strikes, TEN-T Delays, and New Road Charges: A Week of Tension in European Transport
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Strikes, TEN-T Delays, and New Road Charges: A Week of Tension in European Transport

On February 2, 2026, a nationwide public transport strike is underway in Germany[1] organized by the Verdi union. Buses, trams, and metro services in approximately 150 cities (excluding Lower Saxony) are not running in subzero temperatures[2], complicating alternative mobility options. Deutsche Bahn’s long-distance rail operates normally[3] as its employees are not part of Verdi. Simultaneously, in the Lombardy region of Italy, Trenord workers…