Daily

  • 5January2026

    December CPI inflation and PMI below expectations

    Economic Analysis Daily

    In today's Eyeopener:

    - Today December manufacturing ISM index in the US
    - Polish December CPI inflation slightly below expectations, PMI broke its streak of increases
    - Polish unemployment rate in November stood at 5.6%, mortgage loan sales declined
    - Zloty strong, bond yields and market rates remain low

  • 23December2025

    Credit keeps accelerating

    Economic Analysis Daily

    In today's Eyeopener:

    • Today data on registered unemployment, US GDP and consumer confidence
    • Retail sales slowed in November to 3.1% y/y
    • Money supply growth remained above 10% y/y
    • Marcin Zarzecki appointed as the new MPC member
    • Zloty weaker, FRA curve lower after softer retail sales data
  • 22December2025

    November retail sales due today

    Economic Analysis Daily

    In today's Eyeopener:

    - Today data on business sentiment, retail sales and money supply
    - NBP report: banking sector stable, credit market set to grow
    - Slightly weaker-than-expected data from the US
    - Mild upward correction on EURPLN, bond yields continue to fall

  • 19December2025

    Złoty the strongest since March

    Economic Analysis Daily

    In today's Eyeopener:

    - Today US consumer confidence data
    - Wages grew more than forecast, unexpected drop in industrial output
    - The president vetoed bills raising excise duty on alcohol and the sugar levy
    - Policy rates unchanged in the Eurozone, Czechia and Sweden, up in Japan, down in the UK
    - Further appreciation of the złoty, minor changes in the debt market

  • 18December2025

    Today, data on output and the labour market

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, data on output and the labour market
    - The Energy Regulatory Office cut tariffs on sales of electricity and distribution of gas 
    - Strong customer confidence survey results in December
    - CEE currencies weakened further, zloty held firm, debt market stable