9April2026
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
2April2026
Situation in industry (seemingly) better than expected
Economic Analysis Daily
In today's Eyeopener:
- Today, only US jobless claims data
- Poland’s manufacturing PMI rose by 1.6 points to 48.7 points in March, beating expectations
- The general government deficit stood at 7.2% of GDP in 2025
- Minor changes in EURPLN, further strengthening of bonds and a fall in market rates