Daily

  • 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 market

  • 8April2026

    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 stable

  • 3April2026

    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