Daily

In today's Eyeopener

- General government debt at 58.1% GDP in 3Q25, unchanged q/q
- MPC’s Dąbrowski: further cautious cuts possible
- Worse than expected data on US jobless claims
- Polish zloty stable, bond yields slightly down

In today's Eyeopener

- Today initial jobless claims in the USA
- Kotecki: no major room for further cuts
- Fed cuts rates, statement in a hawkish tone
- Number of vacancies fell by 17.1% y/y at the end of 3Q25
- Fed decision weakened the dollar, higher bond yields

In today's Eyeopener

- This evening the Fed’s decision on interest rates
- MPC’s Litwiniuk and Duda: there is some minimal space to cut rates
- We released our annual report with forecasts for 2026
- Rebound on the FX market, stable bond yields

In today's Eyeopener

- German export and Hungarian inflation slightly below forecasts
- Spending of RRF budget rising systematically
- Weakening of CEE currencies, slight increase of Polish bond yields

In today's Eyeopener

- Today, industrial output in Czechia and Germany, US housing market data
- Unemployment rate at 5.7%, in line with expectations
- FAO food price index lower than one year ago
- US data without surprises
- No important changes on the FX and FI markets