Daily

In today's Eyeopener

- Today German ZEW, markets’ reaction to D. Trump’s first decisions
- Kotecki: cuts no earlier than in July, Wnorowski: cuts in 2Q25
- Złoty stronger, dollar weaker, domestic yields slightly higher

In today's Eyeopener

- Today inauguration of Donald Trump, start of Davos forum
- NBP president maintained hawkish rhetoric, signalled lack of rationale for cuts
- A. Duda signed the 2025 budget bill and sent its fragments to the Constitutional Tribunal
- Złoty stronger, yield curves up after the A. Glapiński’s conference
 

In today's Eyeopener:
 
- Today NBP governor’s press conference
- Polish MPC kept rates unchanged, main rate at 5.75%
- Polish core inflation down to 4.0% y/y in December, in line with our estimates
- Domestic 10Y bond yield down to the levels from the turn of the year

In today's Eyeopener:
 
- Today Polish MPC decision and data on core CPI in December
- December reading of Polish CPI inflation revised down from 4.8% y/y to 4.7% y/y
- US CPI inflation in line with expectations, core inflation a notch below expectations
- German economy decreased by 0.2% in 2024
- Złoty stable, bond yields down

In today's Eyeopener:
 
- Today detailed data on December CPI inflation in Poland and the USA
- US PPI inflation below forecasts
- Złoty stable, the rise in Polish bond yields continues