state of play: 09/29/2023

POLITICAL LANDSCAPE: Major Argues Tusk's March Aims to Undercut Smaller Opposition Parties, Not Win Over PiS Voters; Woś Questions Western Acceptance of Polish Democratic Verdicts; Skiba on Foreign Banks and State-Owned Companies

Łukasz Mężyk

-- INFLATION IN SEPTEMBER WAS 8.2 PERCENT YEAR-ON-YEAR - GUS REPORTED IN A PRELIMINARY ESTIMATE ON FRIDAY. -- GODUSŁAWSKI: Month-on-month, deflation was 0.4 percent -> the last time annual inflation was in single digits was in February 2022; this is the lowest annual price dynamics in a year and a half. https://x.com/BGoduslawski/status/1707667625197600891?s=20 -- UNPUBLISHED IBRIS RESEARCH SHOWS THAT AFTER EIGHTEEN MONTHS SINCE RUSSIA'S WAR BEGAN, WE ARE ONCE AGAIN STARTING TO FEAR FOR OUR SECURITY - MICHAŁ SZUŁDRZYŃSKI IN RZ: “But there is also a broader context for Donald Tusk’s return to the idea of Polexit. Unpublished IBRiS research indicates that after eighteen months since Russia's full-scale aggression against Ukraine, we are once again starting to fear for our security. Although in recent months we have learned to live with the vision of this conflict, recently we have become increasingly afraid that it will spread further west and affect our daily lives.” -- "LEAKS" ARE MEANT TO DEMORALIZE THIRD WAY VOTERS - SZUŁDRZYŃSKI CONTINUES: “Kaczyński can count on achieving an independent or at least a very significant majority only if one of the opposition players falls below the electoral threshold. This is most likely in the case of the Third Way, which must clear the eight percent threshold as it is running as a coalition. It is therefore not surprising that it is from the PiS campaign headquarters that the so-called spin about polls showing that Szymon Hołownia and Władysław Kosiniak-Kamysz's party has no chance of entering the Sejm is coming. Such 'leaks' are intended to demoralize Third Way voters.” https://www.rp.pl/komentarze/art39182441-michal-szuldrzynski-wybory-2023-dlaczego-donald-tusk-wraca-do-polexitu -- A SHIFT IN EMOTIONS TOWARDS UKRAINIANS LIVING IN POLAND IS VISIBLE IN OUR POLL - MAGDALENA CHRZCZONOWICZ IN OKO.PRESS DISCUSSES IPSOS RESEARCH RESULTS: “The majority of respondents believe that aid should continue in 2024. However, the margin is small – 48% declared positive support versus 42% indicating that economic aid for people from Ukraine should end. This means that the anti-Ukrainian rhetoric, which PiS has adopted in recent weeks of the campaign, has not yet worked, but a shift in emotions towards Ukrainians living in Poland is visible in our poll. Although it should be noted that reluctance to continue financial support may be influenced by two views: on the one hand, a greater or lesser reluctance towards Ukrainians, and on the other, a reluctance to provide social support in general.” -- HOWEVER, THE RESULT IN THE THIRD WAY ELECTORATE IS SURPRISING, AS IT IS DECIDEDLY APPROACHING THE RESULTS OF CONFEDERATION VOTERS - MAGDALENA CHRZCZONOWICZ ON IPSOS RESEARCH CONTINUES: “Konfederacja also presents no surprises – the anti-refugee and anti-Ukrainian narrative is a distinguishing feature of this party. However, the result in the Third Way electorate is surprising, as it is decidedly approaching the results of Confederation voters. Only there are the red bars higher than the green ones. Of course, the 'end' majority in the Third Way is not so large. It is evident, however, that the electorates of these two groupings have similar views in this regard.” https://oko.press/pis-koniec-pomocy-dla-uchodzcow-z-ukrainy-polki-i-polacy-pomagajmy-ipsos-dla-oko-press-i-tok-fm -- MÜLLER: TRZASKOWSKI HAS RETREATED. HE DOES NOT WANT TO BOARD A SHIP AS CAPTAIN THAT MAY SINK SOON, MORAWIECKI ON THE EPP PUSHING THROUGH THE MIGRATION PACT - 300LIVE: https://300polityka.pl/live/2023/09/29/ -- HOW MANY MORE TIMES DOES PiS NEED TO WIN FOR THE WEST TO FINALLY START ACCEPTING THE DEMOCRATIC VERDICTS OF POLES? - RAFAŁ WOŚ IN INTERIA: “For eight years, the liberal Euro-establishment has been sulking that Poland is not choosing the way it should. PiS is not forming the only government in our region that refuses to march in step with the direction liberals consider the only correct one. How many more times does PiS need to win for the West to finally start accepting the democratic verdicts of Poles?” -- IS THE WESTERN ESTABLISHMENT EVEN CAPABLE OF ACCEPTING ANY POLITICAL DIFFERENCE? - WOŚ CONTINUES: “Is the Western establishment even capable of accepting any political difference? In other words: are Europeans (whether in Poland, Italy, or Croatia) allowed to choose whom they consider good? Or is it with elections in 'rule-of-law' Europe as it was with Ford cars once. You can have a Model T car in any color. As long as it's black. This is followed by further questions, including about what elections in EU member states actually are. Are they the core of the democratic process? Or merely the selection of insignificant advisory bodies?” https://wydarzenia.interia.pl/felietony/news-trzecia-kadencja-pis-przetestuje-praworzadnosc-europy,nId,7055089 -- THE PiS CAMPAIGN HEADQUARTERS KEEPS ITS MPS AND SENATORS ON A SHORT LEASH - JACEK GĄDEK IN GAZETA.PL: “The PiS campaign headquarters keeps its MPs and senators on a short leash. A group of nearly 300 PiS parliamentarians has been created in a popular communication app, and Joachim Brudziński is scolding them there for insufficient online activity, Gazeta.pl has learned. Daily reports are also prepared on who forwarded and who did not forward PiS videos on social media. (...) Campaign staff are holding everyone accountable for their social media activity. Every day, a table is created showing which PiS parliamentarians have forwarded clips from the PiS channel and which have not.” https://wiadomosci.gazeta.pl/wiadomosci/7,114884,30236751,sztab-pis-dojezdza-poslow-ujawniamy-co-sie-dzieje-w-jego.html -- CZARZASTY MUST FEAR A REPEAT OF THE SCENARIO FROM THE PRESIDENTIAL ELECTIONS, WHEN IN THE FINAL STRETCH BIEDROŃ'S VOTERS MASSIVELY TRANSFERRED THEIR VOTES TO RAFAŁ TRZASKOWSKI IN THE FIRST ROUND - GALOPUJĄCY MAJOR IN KRYTYKA POLITYCZNA: “Czarzasty must fear a repeat of the scenario from the presidential elections, when in the final stretch, Biedroń's voters massively transferred their votes to Rafał Trzaskowski in the first round. Especially if the rumors about Tusk's gambit are confirmed... But let's not kid ourselves – there isn't one list after all, millions of hearts won't vote unanimously, and Tusk's march is not so much about winning back PiS voters as it is about poaching them from smaller opposition parties.” -- THE WAY THE LEFT, PERSONIFIED BY THIS VERY CZARZASTY, IS PUSHING ITSELF TO PARTICIPATE IN THIS MARCH AND COURTS TUSK IS SIMPLY DISGUSTING - MAJOR CONTINUES: “The problem, however, is that the way the Left, personified by this very Czarzasty, is pushing itself to participate in this march and courting Tusk is simply disgusting. For some left-wing voters, the alliance of Razem or Wiosna with SLD was already like that, let alone the prospect of governing with Tusk. The Left managed to skillfully balance between the true-left and the lib-left throughout the campaign, only to suddenly ostentatiously throw itself into Donald Tusk's arms at the end.” -- KNEELING BEFORE TUSK'S PAPAMOBILE BY THE LEADER OF THE LEFT IS REALLY TOO MUCH - MAJOR CONTINUES: “A few people from the Left at the march, with Magdalena Biejat as a candidate for the Senate pact in Warsaw, or Czarzasty himself, would still be somewhat palatable for Left voters. However, kneeling before Tusk's papamobile by the leader of the Left is already too much. And it might suddenly turn out that some disgusted voters will simply get angry and on October 15th, out of spite, stay home.” https://krytykapolityczna.pl/kraj/czy-lewica-powinna-isc-na-marsz-1-pazdziernika/ -- A PROFESSIONALLY MADE TESTAMENT TO BARBARISM MUST TERRIFY POPULISTS FROM THE RULING CAMP, AS IT THREATENS TO UNLEASH STRONG EMOTIONS. WILL THIS HAPPEN? - KATARZYNA SKRZYDŁOWSKA-KALUKIN IN KULTURA LIBERALNA: “PiS is stoking emotions by accusing Agnieszka Holland of anti-Polish sentiment and thus mobilizing its electorate at the finish line of the election campaign. For this reason, one cannot expect Holland's latest production to open the eyes of PiS voters. It may also lose its impact because Poles are already tired of emotions and want peace, and PiS has stirred up a commotion around the film. However, 'Green Border' will remain forever as a testament to an important moment. A moment when human life was worthless, and a democratically elected government decided so.” https://kulturaliberalna.pl/2023/09/28/skrzydlowska-kalukin-zielona-granica-agnieszki-holland-to-swiadectwo-barbarzynstwa-wladzy/ -- FOREIGN BANKS SOMETIMES PURSUE SUCH COST-CUTTING POLICIES TO GENERATE THE HIGHEST POSSIBLE PROFIT, OFTEN AT THE EXPENSE OF LACK OF INVESTMENT, WE SAW THIS WITH PEKAO WHEN THE BANK BECAME PART OF A FOREIGN GROUP AND THE TECHNOLOGICAL GAP BETWEEN PEKAO AND THE REST OF THE MARKET WIDENED - PEKAO CEO LESZEK SKIBA IN AN INTERVIEW WITH GAZETA BANKOWA: “This is a situation that bank customers and shareholders, investors, are already noticing. We see that foreign banks sometimes pursue such cost-cutting policies to generate the highest possible profit, often at the expense of a lack of investment and funds allocated for development. We saw this with Pekao when the bank became part of a foreign group. Competing banks were developing technologically, good banking applications were being created, and at the same time, the owner's decision to adopt Blik was lacking, and the technological gap between Pekao and the rest of the market widened. Currently, we are spending a significant portion of our profits to make up for this lost time, to reduce this gap. Today, the owner understands that we must invest in technology, that we are building long-term relationships with clients. Today, Pekao S.A. is a bank that is friendly to customers and investors, thinks about them in the long term, and is committed to investments and service quality.” -- I HAVE THE IMPRESSION THAT WHATEVER DECISIONS ARE MADE TODAY IN STATE TREASURY COMPANIES, THEY ALWAYS DRAW OPPOSITION CRITICISM; IF THE MARKET, STOCK EXCHANGE, LARGE INVESTMENT FUNDS INVEST IN SSP, AND IN OUR CASE WE HAVE AN INTERNATIONAL FUND THAT HAS BECOME THE OWNER OF OVER 5 PERCENT OF SHARES, IT MEANS THEY BELIEVE IN THE DEVELOPMENT AND FUTURE OF THESE COMPANIES - SKIBA CONTINUES IN GAZETA BANKOWA: “Regarding the criticism of State Treasury companies that has recently appeared in the media – I am convinced that if they were not profitable, there would immediately be voices from the opposition that they are poorly managed, not investing in development, etc. I have the impression that whatever decisions are made today in State Treasury companies, they always draw opposition criticism. Meanwhile, the market is the indicator. If the market, stock exchange, large investment funds invest in SSP, and in our case we have an international fund that has become the owner of over 5 percent of shares, it means they believe in the development and future of these companies and institutions.” https://wpolityce.pl/tygodniksieci/663856-wywiad-leszek-skiba-panstwo-moze-pozbawic-sie-wlasnosci -- BIRTHDAYS: Lech Wałęsa (turning 80), Marek Balicki, Marcin Przeciszewski, Bogusław Wontor.

Łukasz Mężyk