외환/환율
➡️ 중립
National Bank of Poland: Policy on extended hold – ING
요약
ING economists Rafal Benecki and Adam Antoniak expect the National Bank of Poland (NBP) to keep its reference rate at 3.75% on 4 November and then leave rates unchanged through the end of 2026. Their core inflation model shows contained pressures, with limited wage-driven second-round effects.