Geopolitics Alpha

Poland looks to economic heights in a country transformed since Soviet days

Published . Updated .

In the final part of our series on the country, Poles tell how wages have soared – along with the cost of living Will military spending help or hinder Poland’s growth story? Poland’s push for EU energy resilience amid Russian aggression Above the rain-soaked streets of Warsaw, the observation deck of the Varso tower overlooks Joseph Stalin’s gift to Poland that has divided opinion for decades. For some, the Soviet-era Palace of Culture and Science is a drunk confectioner’s nightmare; standing as a relic of oppression that should have been demolished. For others, it is an icon on the skyline and a monumental warning from history. Continue reading...

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
XOM———————
CVX———————
USO———————
WEAT———————

In the final part of our series on the country, Poles tell how wages have soared – along with the cost of living Above the rain-soaked streets of Warsaw, the observation deck of the Varso tower overlooks Joseph Stalin’s gift to Poland that…

Source: The Guardian

Defense

SPY
XLI

How solid the defense case looks

12 out of 100

“Poland looks to economic heights in a country transformed since Soviet days” scores 12 out of 100. The score uses 1 sources.