Daily

  • 25November2025

    Production beat expectations, today retail sales data

    Economic Analysis Daily

    In today's Eyeopener:

    - Today data on October retail sales and M3 money supply
    - Industrial and construction output for October above expectations, wages and PPI below
    - Rebound after Friday weakness of CEE currencies, decline in bond yields and market rates

  • 24November2025

    Today Polish data on labour market and production

    Economic Analysis Daily

    In today's Eyeopener:

    - Today Polish data on wages and employment, production and PPI, German Ifo index
    - Disappointing PMI readings in Germany
    - Business sentiment in Polish manufacturing continues its recovery
    - CEE currencies weakened on Friday, bond yields declined
    - US and Ukraine statement on progress in peace plan talks may calm CEE currencies
     

  • 20November2025

    Today US non-farm payrolls

    Economic Analysis Daily

    In today's Eyeopener:

    - Today overdue data on non-farm payrolls in the USA
    - Hawkish message from the October FOMC minutes
    - Euro zone HICP inflation in October confirmed at 2.1% y/y
    - Zloty stronger versus euro, domestic yields slightly higher

  • 19November2025

    MPC’s Kotecki: no need to rush with cuts

    Economic Analysis Daily

    In today's Eyeopener

    - No important economic data today
    - MPC’s Kotecki: there is room for two cuts, but no need to rush with decisions
    - Interest rates in Hungary unchanged
    - US data close to expectations, but some are still delayed
    - Weaker zloty, minor changes on the debt market
     

  • 18November2025

    Core inflation at 3%

    Economic Analysis Daily

    In today's Eyeopener

    - Today no important economic data
    - Core inflation went down to 3.0% y/y from 3.2% y/y
    - MPC’s W. Janczyk: rate cut cannot be ruled out in December
    - Stable zloty, no changes on the debt market