Daily

25April2025

Wave of orders for Polish industry

Economic Analysis | Daily

In today's Eyeopener

- Today data on US consumers
- Polish consumer confidence slightly weaker in April
- March unemployment rate down to 5.3%, major rebound in industrial orders
- CEE currencies stronger, steeper yield curve
 

24April2025

Retail sales not as bad as they seem

Economic Analysis | Daily

In today's Eyeopener

- Today March unemployment, April’s consumer confidence, German Ifo, US data
- Retail sales slightly below zero in March, mostly due to seasonal factors
- Acceleration of money supply in March, some deceleration of loans
- Zloty and CEE currencies stable, domestic yield curves slightly higher

23April2025

New weaker data bring the May cut closer

Economic Analysis | Daily

In today's Eyeopener

- Today March retail sales and money supply, flash PMIs in Europe
- March industrial and construction output below forecasts, wages slowed down
- General government deficit in 2025 again above 6% of GDP?
- IMF cut global economic forecasts
- Zloty weaker, yield curves lower after weaker March data
 

22April2025

Today important domestic data

Economic Analysis | Daily

In today's Eyeopener

- Today a lot of important domestic data 
- D. Trump wants to analyse ways to fire Fed head
- Zloty and bond yields stable

18April2025

Upside revision of GDP

Economic Analysis | Daily

In today's Eyeopener:
 
- Today no key data releases, reduced market activity
- Quarterly GDP data for 2024 revised slightly higher, investment growth slashed
- ECB cut rates by 25bp, sees the tariff wars effect on inflation as still uncertain
- Złoty stable, domestic bond yields a bit lower