18March2026
Market awaits Fed decision
Economic Analysis Daily
In today's Eyeopener:
- Today consumer confidence in March, Fed decision with a new projection
- Worse economic conditions expected in Germany according to ZEW survey
- Fitch: veto of SAFE programme highlights the risk of a political deadlock in Poland
- Minor strengthening of the złoty, further decline in domestic bond yields17March2026
Low core CPI and a surplus in trade balance
Economic Analysis Daily
In today's Eyeopener:
- Today Germany’s ZEW index and US housing market data
- Core inflation in February came in at 2.5% y/y, below expectations
- The current account balance in January surprised with a surplus
- Minor fluctuations in the zloty, domestic bonds strengthened16March2026
Today core CPI and balance of payments data
Economic Analysis Daily
In today's Eyeopener:
- Today NBP data on core inflation and the balance of payments
- In February, CPI inflation stood at 2.1% y/y, the same as the revised January reading
- Friday marked by dollar appreciation and weaker domestic government bonds13March2026
Today inflation in January and February
Economic Analysis Daily
In today's Eyeopener
- Today we will get tot see CPI inflation in January (revised) and in February
- MPC’s Janczyk and Kotecki: rates are at a right level despite market turbulence
- President Nawrocki will veto the SAFE bill
- Market situation remains volatile, oil price back at 100$
- Weakening on the domestic FX and FI market12March2026
Gold to stay in the NBP?
Economic Analysis Daily
In today's Eyeopener
- Today industrial output in Czechia, unemployment and US home sales
- NBP planned to sell gold to finance “SAFE 0%”, but this is unlikely to happen
- US CPI inflation in line with expectations
- EURPLN slid below 4.25, elevated volatility on the debt market