The highest inflation in this programme, solid governance, and the most severe data gap found in this entire research effort
Poland, Central Europe's largest economy ($1.04 trillion GDP, 2025), had the highest inflation (3.81%) of any Phase 1 country in this research programme, alongside low unemployment (2.98%) and solid governance indicators. The current account showed a modest deficit (-0.87% of GDP). The most severe data limitation found across this entire programme appears here: the only government debt figure available on this platform is from 1994, 31 years stale -- this platform effectively cannot assess Poland's current fiscal position at all, stated as a genuine gap rather than worked around.
This article is available to Research Members.
Subscribe to continue reading, including full analysis and data.
View plansPart 1 of a ten-part research programme on US equity valuation: establishing 145 years of CAPE history as the shared foundation, and a genuine regime shift the rest of the series builds on
A full institutional decomposition of the 2026 Iran conflict into four distinct economic transmission channels, with a ten-scenario quantified framework and the lucabindi.com House View
Part of the Equity Valuation Programme: a permanent, automatically-updating framework for the ratio Warren Buffett called "probably the best single measure of where valuations stand at any given moment" -- reconstructed here entirely from lucabindi.com's own warehouse