Daily

In today's Eyeopener

- Today NBP data on December core inflation
- CPI inflation confirmed at 2.4% y/y in December
- Adam Glapiński pointed to 3.50% as target rate
- EURPLN stable, bond yields down

In today's Eyeopener

- Today detailed CPI data for December and NBP governor’s speech 
- MPC left interest rates unchanged, in line with expectations
- Spending of RRP grants reached almost PLN19bn after November 2025
- Zloty stable, upward correction of market interest rates
 

In today's Eyeopener

- Today MPC decision on rates, US retail sales in November
- November’s current account printed EUR0.5bn deficit, worse than expected
- US inflation amounted to 2.7% y/y, in line with expectations
- Polish zloty stable, bond yields down
 

In today's Eyeopener

- Today November’s balance of payments, December CPI inflation in Hungary, Czechia and USA
- Weak results of industry in Hungary
- Zloty still strong, bond yields slightly up

In today's Eyeopener

- No key economic data today
- Registered unemployment rate at 5.7% in December, in line with expectations
- General government deficit at 7.0% of GDP at 3Q25
- Saving rate up to 9.4% in 3Q25
- FX and FI markets did not record marked changes before the weekend