Daily

In today's Eyeopener:

- Preliminary PMIs from Europe today, marginal improvement expected from weak levels
- October's deterioration in consumer sentiment negated its September improvement
- Deeper drop in new orders in Polish industry in September
- Zloty continues to lose on weakening dollar, further slight steepening of curves, US election in background

In today's Eyeopener:

- Today Statistical Bulletin for September, consumer sentiment for October
- Surprising and difficult to explain slump in retail sales in September
- High general government deficit in 2Q
- The Council of Ministers passed a bill on the Fiscal Council
- Weak risk appetite, but zloty stable, steepening curves

In today's Eyeopener:

- Today September retail sales and M3 supply, central bank decision meeting in Hungary
- Industrial production and wage data for September surprised negatively
- NBP monitoring shows slightly worse outlook for recovery, weak exports, improving investments
- Zloty weakens and dollar gains, market rates increase again following the core markets

In today's Eyeopener:

- Today, September data on production, wages, employment and PPI
- The parliament approved an amendment increasing excise taxes on cigarettes from March 2025
- The zloty loses slightly above 4.30, the dollar gains continued 
- Market rates decline at end of week after longer period of increase with steepening curves

In today's Eyeopener

- No important data releases in Poland, house starts in the USA
- Finance Minister suggested a possibility of 2024 budget amendment
- World Bank raised GDP forecasts for Poland
- ECB cut rates by 25bp
- Zloty weaker, bond yields higher