Daily

In today's Eyeopener

- Today US numbers on PCE inflation, personal incomes and spending
- Slight decline of synthetic GUS business climate indicator
- Deputy NBP governor M. Kightley: higher energy prices can elevate inflation expectations
- US GDP advanced by 2.8% q/q in 2Q24, strongly above expectations
- Recovery of CEE currencies, decline of market rates

In today's Eyeopener

- Today first estimate of US GDP in 2Q24
- German and euro zone PMIs weakened in July
- Improvement of water balance in Poland
- Weaker zloty, decline of domestic bond yields
 

In today's Eyeopener 

- Today flash PMIs in Germany and euro zone
- Registered unemployment rate fell to 4.9%, improvement in industrial orders
- Government estimates costs of survivor’s pension at PLN4bn in 2025, at PLN20bn eventually
- Weakening of CEE currencies, slight changes on the debt market, lower yields in the USA
 

In today's Eyeopener
  
- Today June’s Statistical Bulletin and MNB decision
- Retail sales and construction output below forecasts in June
- M3 money supply rose in June by 8.4% y/y
- CEE currencies slightly stronger, domestic yield curve steeper

In today's Eyeopener

- Today retail sales, construction output and M3 money supply in June
- J. Biden retreated from presidential elections
- I. Duda: discussion about cuts in 2H25
- Weaker market sentiments given global IT malfunction did not undermine the zloty, higher yields