Daily

  • 24April2026

    Retail sales surprise to the upside

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, unemployment rate and the Statistical Bulletin
    - Retail sales rose by 8.7% y/y in March, significantly beating forecasts
    - M3 money supply accelerated to 11.5% y/y in March
    - The złoty strengthened, while the bond market continued to weaken

  • 22April2026

    March economic data above forecasts

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, economic sentiment data
    - Ceasefire between the US and Iran extended
    - March data clearly stronger than expected
    - The zloty slightly stronger, the bond market weaker

  • 21April2026

    We expect strong domestic data

    Economic Analysis Daily

    In today's Eyeopener:

    - Today, data on domestic activity in March
    - The second round of peace talks between the US and Iran has not yet begun
    - The Minister of Finance sees no need to amend the budget 
    - The zloty slightly stronger, the bond market weaker

  • 20April2026

    The Strait of Hormuz blocked again

    Economic Analysis Daily

    In today's Eyeopener:

    - No major data releases scheduled for today
    - Iran again blocked the Strait of Hormuz, following a brief resumption of traffic on Friday
    - The zloty and the domestic bond market strengthened markedly, but temporarily, on Friday

  • 17April2026

    Core inflation back to 2.7% y/y

    Economic Analysis Daily

    In today's Eyeopener:

    - No major data releases today
    - Core inflation increased to 2.7% y/y in March from 2.5% y/y in February
    - Following the GDP data revision, growth in 2025 is still at 3.6%
    - Stabilisation in the FX market, minor changes in the bond market