Daily

  • 4November2025

    Poland’s PMI rises again

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, no key data releases; the MPC meeting begins
    - Polish manufacturing PMI slightly up, above expectations
    - Credit market report: strong and rising demand for loans
    - Minor movements in the FX and interest rate markets

  • 3November2025

    CPI inflation still below 3% y/y

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, manufacturing PMIs for Poland, the Eurozone, and the USA
    - October CPI inflation below expectations and the September print
    - Loan sales rebounded after weaker August
    - Weakening of the zloty, declines in yields and money market rates

  • 31October2025

    Consumer sentiment worsened

    Economic Analysis Daily

    In today's Eyeopener:

    - Today preliminary Polish CPI data for October
    - ECB left interest rates unchanged
    - Poland’s main ESI sentiment indicator down due to weaker consumer confidence
    - Slight weakening of the zloty, domestic bond yields slightly higher

  • 30October2025

    US rates cut, successful US–China summit

    Economic Analysis Daily

    In today's Eyeopener:

    - Today plenty of GDP data for European countries and ECB decision on interest rates
    - Fed cut interest rates by 25bp, as expected; December cut uncertain
    - The US and China reached an agreement reducing tariffs and export restrictions
    - Weaker CEE currencies, higher market rates 

  • 29October2025

    The market expects the Fed to cut rates today

    Economic Analysis Daily

    In today's Eyeopener:

    - Today’s Fed decision on interest rates
    - Consumer sentiment in the US slightly down
    - Polish consumer spending in 2Q rose by 2.1% q/q, income increased by 4.1% q/q
    - Late-session strengthening of the złoty, slight declines in local yields and market rates