Daily

  • 26March2026

    Local governments ended 2025 with a slight surplus

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, weekly US jobless claims
    - Local governments’ budget result amounted to PLN1.8bn in 2025
    - Dąbrowski of the MPC: the Council leans towards keeping rates unchanged
    - Stable zloty, strengthening of bonds

  • 25March2026

    Industrial orders slightly up

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, German Ifo index for March
    - Tyrowicz of the MPC: the NBP rate should be 4.75%
    - In February, the unemployment rate rose to 6.1%, new industrial orders rose by 3.2% y/y
    - A mild correction in the FX and FI markets, with a weakening of the zloty and an increase in yields

  • 24March2026

    Hopes for a de-escalation of the Middle East conflict

    Economic Analysis Daily

    In today's Eyeopener

    - Today: GUS Statistical Bulletin and flash March PMIs for the euro zone
    - Retail sales up by 5% y/y in February, rebound in large-company investment in 4Q25 
    - Higher-than-expected rise in money supply, pickup in lending in February
    - Market optimism after Donald Trump’s declaration of a halt in attacks on Iran

  • 23March2026

    February retail sales may slightly disappoint

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, data on retail sales and money supply for February
    - Polish firms assess their current situation more negatively, but their expectations remain optimistic
    - Friday was calm on the FX market, although domestic yields continued to rise

  • 20March2026

    ECB sketched shock scenarios

    Economic Analysis Daily

    In today's Eyeopener:

    - Today results of the March business sentiment survey
    - Solid industrial output, sub-consensus wage growth and construction output in February
    - ECB left interest rates unchanged, sharply revised forecasts and outlined negative scenarios
    - Limited moves in CEE FX markets, domestic bond yields up