Daily

  • 10June2025

    Accelerated expenditure from Polish RRP

    Economic Analysis Daily

    In today's Eyeopener:

    - Today Czech inflation, US index of sentiment among small businesses
    - Polish Finance Ministry’s data show a revival of spending from the Recovery and Resilience Plan
    - Złoty stronger at the start of the week, the Polish yields curve keeps steepening

  • 9June2025

    MPC members cautious about further rate cuts

    Economic Analysis Daily

    In today's Eyeopener:

    - Today in Poland the meeting of the ruling coalition leaders
    - MPC members more sceptical about a possible rate cut in July
    - Złoty weaker, bond yield curve higher

  • 6June2025

    Conference of NBP governor: another turn of MPC

    Economic Analysis Daily

    In today's Eyeopener
      
    - Today US labour market report for May, EU retail sales, output and export in Germany
    - Exceptionally short conference of NBP governor with clear signal of MPC’s hawkish turn
    - ECB cut rates by 25bp, in line with expectations
    - Zloty supported with hawkish message of Adam Glapiński, domestic rates up

  • 5June2025

    Today the NBP governor to comment on rates

    Economic Analysis Daily

    In today's Eyeopener

    - Today post-meetings conferences of NBP and ECB governors
    - MPC left interest rates and reserve requirement unchanged
    - Weak data from the USA, confirmation of decline in European service PMIs in May
    - Fitch and S&P see lower chances for fiscal consolidation in Poland after the election
    - Stronger US bonds and weaker dollar
     

  • 4June2025

    MPC decides on monetary policy parameters today

    Economic Analysis Daily

    In today's Eyeopener

    - Today results of MPC meeting, leading indicators for services in Europe and USA
    - Domestic output of services decelerated to 2.6% y/y in March according to Eurostat
    - LFS unemployment rate revised upwards and printed 3.3% in April
    - Zloty weaker again, domestic bond yields higher