Daily

In today's Eyeopener:

- Today in the afternoon, NBP Governor Glapiński holds a press conference
- The MPC cut interest rates by 25bp, in line with expectations
- Weak data from the US labour market
- The rate cut did not affect the zloty; bond yields declined

In today's Eyeopener:

- Today we will learn the MPC’s decision on interest rates
- Services output rose by 8% y/y in September
- Weaker zloty, bond yields slightly higher

In today's Eyeopener:

- Today marks the start of the December MPC meeting
- GDP growth in 3Q25 revised upward; investment stronger, consumption weaker than expected
- Polish manufacturing PMI improved slightly again
- Zloty marginally stronger, bond yields slightly higher

In today's Eyeopener:

- Today, Polish manufacturing PMI for November and GDP structure for 3Q25
- CPI inflation fell in November to 2.4% y/y, below expectations and the NBP’s target
- Slight weakening of the zloty, declines in yields and money market rates

In today's Eyeopener:

- Today preliminary CPI inflation data for November
- President signed the bill to raise CIT for banks
- Slight improvement in sentiment in the Polish economy according to ESI
- No significant changes in the FX and debt markets