Daily

In today's Eyeopener:

- Today January data on labour market, activity in industry and construction
- In February, consumers assessed better their current situation, but lowered expectations a bit
- MF expects investment growth of 10-11% in 2026
- EURPLN still between 4.21 and 4.22, no significant changes in Polish bond yields

In today's Eyeopener:

- Today February consumer confidence, US industrial and housing data, January FOMC minutes
- Dąbrowski (MPC) would prefer a rate cut in April rather than March, sees target for NBP rate at 3.5%
- Property prices remained stable in 4Q25
- CEE currencies slightly weaker, bond yields lower

In today's Eyeopener:

- Today inflation data and the ZEW economic sentiment survey in Germany
- Budget deficit amounted to PLN3.7bn after January
- Złoty stable, a slight rise in domestic bond yields

In today's Eyeopener:

- Today Eurozone industrial production data
- Polish CPI inflation was 2.2% y/y in January, less than in December, more than expected
- Poland’s current account deficit deepened to €1.7bn in December
- Marginal changes in the foreign currency market, small rise in domestic market interest rates

In today's Eyeopener

- Today January inflation in Poland
- 4Q25 GDP advanced by 4.0% y/y, in line with the consensus
- MPC’s Kotecki: cut by 25bp in March highly probable
- Minor changes on the FX market, Polish bonds gained markedly