Daily

In today's Eyeopener:

- Today, December retail sales and money supply data 
- The price index of basic agricultural products fell by 10.9% y/y
- Improvement in PMI indicators in Germany
- A calm Friday on the FX and FI markets

In today's Eyeopener:

- Today flash PMIs from Germany and the euro area, Michigan index in the USA
- December data from the Polish economy beat expectations
- EURPLN the lowest in a month, market rates increased a bit

In today's Eyeopener:

- Today, a large batch of Polish December data and January sentiment survey results
- Donald Trump reiterated his demands over Greenland in Davos, but in a relatively mild tone
- Strengthening of CEE currencies, a slight decline in yields and market rates

In today's Eyeopener:

- Today Donald Trump speaks in Davos 
- MPC’s Marcin Zarzecki: disinflationary March projection is a prerequisite for further cuts
- State Treasury debt in 2025 approached PLN2tn
- Higher optimism in assessment German economic outlook according to the ZEW index
- Further US dollar weakness, strengthening of short‑term Polish bonds

In today's Eyeopener:

- Today German ZEW index
- Euro area inflation was 1.9% y/y in December, below expectations
- MPC’s Ireneusz Dąbrowski sees rate cuts to 3.5% and low CPI path
- US dollar weaker, Polish bond yields stable, sell-off of Japanese bonds