Daily

  • 18March2026

    Market awaits Fed decision

    Economic Analysis Daily

    In today's Eyeopener:

    - Today consumer confidence in March, Fed decision with a new projection
    - Worse economic conditions expected in Germany according to ZEW survey
    - Fitch: veto of SAFE programme highlights the risk of a political deadlock in Poland
    - Minor strengthening of the złoty, further decline in domestic bond yields

  • 17March2026

    Low core CPI and a surplus in trade balance

    Economic Analysis Daily

    In today's Eyeopener:

    - Today Germany’s ZEW index and US housing market data
    - Core inflation in February came in at 2.5% y/y, below expectations
    - The current account balance in January surprised with a surplus
    - Minor fluctuations in the zloty, domestic bonds strengthened

  • 16March2026

    Today core CPI and balance of payments data

    Economic Analysis Daily

    In today's Eyeopener:

    - Today NBP data on core inflation and the balance of payments
    - In February, CPI inflation stood at 2.1% y/y, the same as the revised January reading
    - Friday marked by dollar appreciation and weaker domestic government bonds

  • 13March2026

    Today inflation in January and February

    Economic Analysis Daily

    In today's Eyeopener

    - Today we will get tot see CPI inflation in January (revised) and in February
    - MPC’s Janczyk and Kotecki: rates are at a right level despite market turbulence
    - President Nawrocki will veto the SAFE bill
    - Market situation remains volatile, oil price back at 100$
    - Weakening on the domestic FX and FI market

  • 12March2026

    Gold to stay in the NBP?

    Economic Analysis Daily

    In today's Eyeopener

    - Today industrial output in Czechia, unemployment and US home sales
    - NBP planned to sell gold to finance “SAFE 0%”, but this is unlikely to happen
    - US CPI inflation in line with expectations
    - EURPLN slid below 4.25, elevated volatility on the debt market