Daily

  • 23December2025

    Credit keeps accelerating

    Economic Analysis Daily

    In today's Eyeopener:

    • Today data on registered unemployment, US GDP and consumer confidence
    • Retail sales slowed in November to 3.1% y/y
    • Money supply growth remained above 10% y/y
    • Marcin Zarzecki appointed as the new MPC member
    • Zloty weaker, FRA curve lower after softer retail sales data
  • 22December2025

    November retail sales due today

    Economic Analysis Daily

    In today's Eyeopener:

    - Today data on business sentiment, retail sales and money supply
    - NBP report: banking sector stable, credit market set to grow
    - Slightly weaker-than-expected data from the US
    - Mild upward correction on EURPLN, bond yields continue to fall

  • 19December2025

    Złoty the strongest since March

    Economic Analysis Daily

    In today's Eyeopener:

    - Today US consumer confidence data
    - Wages grew more than forecast, unexpected drop in industrial output
    - The president vetoed bills raising excise duty on alcohol and the sugar levy
    - Policy rates unchanged in the Eurozone, Czechia and Sweden, up in Japan, down in the UK
    - Further appreciation of the złoty, minor changes in the debt market

  • 18December2025

    Today, data on output and the labour market

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, data on output and the labour market
    - The Energy Regulatory Office cut tariffs on sales of electricity and distribution of gas 
    - Strong customer confidence survey results in December
    - CEE currencies weakened further, zloty held firm, debt market stable

  • 17December2025

    Markets pricing-in higher odds of ceasefire in Ukraine

    Economic Analysis Daily

    In today's Eyeopener:

    • Today, HICP inflation in the euro zone, German Ifo index
    • Core inflation fell to 2.7% y/y in November, Poland’s WGI indices improved
    • US officials inform about progress in Ukraine peace talks
    • Weak flash PMIs, US non-farm employment above forecast, but so was unemployment rate
    • Zloty slightly stronger, debt market stable