Daily

  • 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 rates 

  • 29October2025

    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 rates

  • 28October2025

    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 market

  • 27October2025

    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 changes

  • 24October2025

    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