25November2025
Production beat expectations, today retail sales data
Economic Analysis Daily
In today's Eyeopener:
- Today data on October retail sales and M3 money supply
- Industrial and construction output for October above expectations, wages and PPI below
- Rebound after Friday weakness of CEE currencies, decline in bond yields and market rates24November2025
Today Polish data on labour market and production
Economic Analysis Daily
In today's Eyeopener:
- Today Polish data on wages and employment, production and PPI, German Ifo index
- Disappointing PMI readings in Germany
- Business sentiment in Polish manufacturing continues its recovery
- CEE currencies weakened on Friday, bond yields declined
- US and Ukraine statement on progress in peace plan talks may calm CEE currencies
20November2025
Today US non-farm payrolls
Economic Analysis Daily
In today's Eyeopener:
- Today overdue data on non-farm payrolls in the USA
- Hawkish message from the October FOMC minutes
- Euro zone HICP inflation in October confirmed at 2.1% y/y
- Zloty stronger versus euro, domestic yields slightly higher19November2025
MPC’s Kotecki: no need to rush with cuts
Economic Analysis Daily
In today's Eyeopener
- No important economic data today
- MPC’s Kotecki: there is room for two cuts, but no need to rush with decisions
- Interest rates in Hungary unchanged
- US data close to expectations, but some are still delayed
- Weaker zloty, minor changes on the debt market
18November2025
Core inflation at 3%
Economic Analysis Daily
In today's Eyeopener
- Today no important economic data
- Core inflation went down to 3.0% y/y from 3.2% y/y
- MPC’s W. Janczyk: rate cut cannot be ruled out in December
- Stable zloty, no changes on the debt market