10April2026
Pause in the monetary policy
Economic Analysis Daily
In today's Eyeopener
- Today March US CPI inflation, January services output in the euro zone and Poland
- MPC left interest rates unchanged, in line with expectations
- Adam Glapiński: inflation to go up, GDP to slow down, though not as sharply as in 2022
- Zloty slightly weaker, market rates and bond yields increased9April2026
MPC to decide, NBP governor to speak
Economic Analysis Daily
In today's Eyeopener
- Today the MPC decides on interest rates, while NBP governor is to deliver his speech
- Inflation in Hungary lower than expected, decline in industrial output
- USA-Israel-Iran ceasefire boosted market optimism
- CEE currencies gained markedly, and so did the debt market8April2026
Ceasefire in the Middle East
Economic Analysis Daily
In today's Eyeopener
- Today Hungarian inflation in March, minutes of the last FOMC meeting
- Iran and USA declared a two-week long ceasefire
- Final data confirmed a major decline in euro zone and German PMIs in March
- EURPLN stronger after the ceasefire, Polish yields rose yesterday
7April2026
Global food prices on the rise
Economic Analysis Daily
In today's Eyeopener
- Today final March readings of services PMI in Germany and euro zone
- FAO index climbed to 1.0% y/y in March
- EURPLN and bond yields stable3April2026
Rating agencies scrutinising impact of oil shock
Economic Analysis Daily
In today's Eyeopener:
- Today, data from the US labour market
- MPC’s Kotecki and Litwiniuk against interest rate cuts anytime soon
- Small changes in EURPLN, declines in bond yields and market rates stopped