Daily

  • 23October2026

    Solid retail sales

    Economic Analysis Daily

    In today's Eyeopener

    - Today, Statistics Poland’s Statistical Bulletin and European PMIs 
    - Retail sales growth slowed to 3.3% in September; money supply growth accelerated to 12.5% y/y 
    - EURPLN back well above 4.37; market interest rates slightly lower
     

  • 22October2026

    Weaker consumer sentiment

    Economic Analysis Daily

    In today's Eyeopener

    - Today, September retail sales and M3 money supply
    - Consumer sentiment deteriorated sharply in October
    - General government deficit stood at 6.7% of GDP after 2Q26
    - Zloty strengthens markedly as bond yields rise

  • 21October2026

    Industry in good shape, but prices keep rising

    Economic Analysis Daily

    In today's Eyeopener

    - Today, GUS consumer confidence, general government debt and deficit data
    - MPC’s Kotecki: rate hikes only once higher fuel prices have a significant impact on core inflation
    - Corporate sector data a mix of strong industry, high PPI and a trough in construction
    - EURPLN lower, domestic debt market somewhat weaker
     

  • 20October2026

    Economic data for September due today

    Economic Analysis Daily

    In today's Eyeopener

    - Today September data from the enterprise sector, decision on interest rates in Hungary 
    - MPC member Zarzecki does not expect a rate hike in November, but does not rule one out
    - The number of foreigners registered with ZUS increased by 7.9% y/y in September
    - The zloty remained stable after the weekend, Polish yields slightly up 

  • 19October2026

    The economy grew faster than we thought

    Economic Analysis Daily

    In today's Eyeopener

    - Today, no new data releases 
    - Polish GDP growth revised upwards, from 3.9% to 4.1% y/y in 2Q26
    - Brent crude prices remain high and stable, while European natural gas hits another year-to-date high
    - EURPLN above 4.36, Polish bond yields edge higher