Daily

In today's Eyeopener:

- Today the release of US nonfarm payrolls data will be in focus
- FWSZ spending reached PLN11.2bn after 2Q26, equivalent to 14.5% of the annual plan
- Polish FX and interest rate markets remain stable

In today's Eyeopener:

- Today, foreign data on industrial production and retail sales, Czech central bank decision
- Oil prices continue to fall following the Iran-Oman agreement
- EURPLN remains stable at 4.30, market interest rates decline

In today's Eyeopener:

- Today, no major domestic data releases; services PMIs due abroad
- IUNG-PIB: agricultural drought persists, but the situation has improved
- Markets are counting on the reopening of the Strait of Hormuz
- Stronger zloty and lower bond yields

In today's Eyeopener:

- Today, no major domestic data releases
- PMI for Polish manufacturing rebounded after an unexpected decline
- Services output in May exceeded our forecasts
- Polish zloty stable, bond yields and market interest rates declined

In today's Eyeopener:

- Today, PMI indices for July, including for Poland
- CPI inflation rose to 3.0% y/y in July from 2.5% y/y in June, in line with expectations
- GUS forecasts weaker harvests in 2026
- Stability in the domestic FX and bond markets