30October2025
US rates cut, successful US–China summit
Economic Analysis Daily
In today's Eyeopener:
- Today plenty of GDP data for European countries and ECB decision on interest rates
- Fed cut interest rates by 25bp, as expected; December cut uncertain
- The US and China reached an agreement reducing tariffs and export restrictions
- Weaker CEE currencies, higher market rates29October2025
The market expects the Fed to cut rates today
Economic Analysis Daily
In today's Eyeopener:
- Today’s Fed decision on interest rates
- Consumer sentiment in the US slightly down
- Polish consumer spending in 2Q rose by 2.1% q/q, income increased by 4.1% q/q
- Late-session strengthening of the złoty, slight declines in local yields and market rates28October2025
Two MPC members’ opinions about further cuts
Economic Analysis Daily
In today's Eyeopener:
- Today US Consumer Confidence
- German business sentiment measured by Ifo index slightly up
- MPC’s Kotecki: further rate cuts only in 2026; Litwiniuk open to a cut in November
- Mild zloty strengthening, minor moves in interest rate market27October2025
Increased inflow of foreigners
Economic Analysis Daily
In today's Eyeopener:
- Today German Ifo index
- Accelerated rise of the number of foreigners in the social security system registers
- Flash PMIs for October showed better sentiment in Germany and the Eurozone
- A week of strong PLN performance ended with some weakening, minor FI market changes24October2025
Income and savings increased
Economic Analysis Daily
In today's Eyeopener
- Today preliminary PMI in European economies, US inflation data
- Clear increase in disposable income and household savings in 2Q25
- Registered unemployment rate confirmed at 5.6%
- The zloty once again ended the day stronger, debt yields rebounded slightly