Daily

  • 30June2025

    The last CPI print around 4%

    Economic Analysis Daily

    In today's Eyeopener:

    - Today Polish inflation for June, retail sales and HICP inflation in Germany
    - Improvement in ESI indicators for Poland
    - Mixed data in the USA
    - Złoty stable, bond yields slightly higher

  • 27June2025

    High momentum in tourism

    Economic Analysis Daily

    In today's Eyeopener

    - Today ESI business indicators, US personal incomes and spending, PCE deflator
    - Lutnick: USA and China finalised an understanding on trade
    - In April the domestic tourism advanced by 10.6% y/y
    - Sejm enacted bill prolonging price cap on electricity
    - Zloty stronger again, yields lower
     

  • 26June2025

    NATO to spend more

    Economic Analysis Daily

    In today's Eyeopener

    - Today US data on GDP, durable goods orders and weekly jobless claims
    - NATO members pledged to spend 5% of GDP on defence
    - Unemployment rate fell in May to 5.0%, industrial orders jumped by 8.5% y/y
    - Finance Ministry working on a new tax on banks’ reserves
    - FX and FI markets stable on Wednesday
     

  • 25June2025

    Retail sales up, electricity prices to remain flat

    Economic Analysis Daily

    In today's Eyeopener

    - Today data on unemployment, decision on interest rates in Czechia
    - May’s retail sales in line with consensus, bode well for consumption
    - Loan growth accelerating, deposits and cash advance by more than 10% y/y
    - Government prolongs maximum electricity prices until end of the year
    - Zloty stronger, bond yields and oil prices lower
     

  • 24June2025

    May’s figures below expectations again

    Economic Analysis Daily

    In today's Eyeopener

    - Today data on retail sales and money supply, Hungary makes decision on rates
    - Trump: Israel and Iran agreed a ceasefire
    - Weaker-than-expected May’s numbers on output, wages and employment
    - MPC’s Kotecki: no cut in July
    - Zloty stronger, bond yields lower under impact of weaker data