Daily

  • 19December2025

    Złoty the strongest since March

    Economic Analysis Daily

    In today's Eyeopener:

    - Today US consumer confidence data
    - Wages grew more than forecast, unexpected drop in industrial output
    - The president vetoed bills raising excise duty on alcohol and the sugar levy
    - Policy rates unchanged in the Eurozone, Czechia and Sweden, up in Japan, down in the UK
    - Further appreciation of the złoty, minor changes in the debt market

  • 18December2025

    Today, data on output and the labour market

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, data on output and the labour market
    - The Energy Regulatory Office cut tariffs on sales of electricity and distribution of gas 
    - Strong customer confidence survey results in December
    - CEE currencies weakened further, zloty held firm, debt market stable

  • 17December2025

    Markets pricing-in higher odds of ceasefire in Ukraine

    Economic Analysis Daily

    In today's Eyeopener:

    • Today, HICP inflation in the euro zone, German Ifo index
    • Core inflation fell to 2.7% y/y in November, Poland’s WGI indices improved
    • US officials inform about progress in Ukraine peace talks
    • Weak flash PMIs, US non-farm employment above forecast, but so was unemployment rate
    • Zloty slightly stronger, debt market stable
  • 16December2025

    Surplus in trade, deficit in state budget

    Economic Analysis Daily

    In today's Eyeopener:

    • Today, core inflation for November, abroad US employment and European PMIs
    • CPI inflation in November revised from 2.4% to 2.5% y/y
    • Current account surplus in October higher than expected
    • Budget deficit after November exceeded forecast 
    • Zloty still strong, bond yields virtually unchanged
  • 15December2025

    Inflation and current account data today

    Economic Analysis Daily

    In today's Eyeopener:

    • Today, final CPI for November and balance of payments for October
    • S&P: risk of external shocks, resilient Polish economy
    • VAT gap decreased to 10.9%
    • Stable zloty, slight increase in bond yields