Daily

In today's Eyeopener

- Today, detailed 2Q GDP data for the euro area, along with industrial production figures for Czechia and Hungary
- US employment exceeds expectations
- Global food prices continue to rise according to the FAO index
- EURPLN slightly lower, while bond yields remain elevated

In today's Eyeopener:

- No data releases from Poland today, while key US labour market figures are due.
- Duda from the MPC: interest rates should remain unchanged in 2026, with no grounds for hikes.
- Slight appreciation of the zloty and a decline in domestic government bond yields.

In today's Eyeopener:

- Today, no data from Poland; services PMIs abroad
- Ministry of Energy announces renewed work on a new version of the windfall tax
- US August employment growth in ADP report below expectations
- Slight appreciation of the zloty amid a further rise in domestic bond yields

In today's Eyeopener:

- Today, no domestic data, US releases due
- Glapiński at the G20: monetary policy must remain flexible and data-driven
- Polish manufacturing PMI edged down in August
- Zloty relatively stable, bond yields slightly higher

In today's Eyeopener:

- Today, final PMI readings and euro area inflation data
- August CPI inflation surprised to the upside, rising to 3.4% y/y
- 2Q26 GDP growth revised up to 3.9% y/y, supported by strong investment growth
- In response to the data, the Polish zloty strengthened slightly and bond yields moved higher