Daily

In today's Eyeopener
  
- Today flash CPI data for June 
- Energy regulator approved new tariffs, electricity and natural gas bill will rise c.20%
- ESI shows slight worsening of business climate in June in Poland and euro zone
- Little changes in PLN exchange rate, slight decrease of yields

In today's Eyeopener
  
- Today ESI, CNB decision, third US GDP estimate for 1Q24
- Agricultural drought has deepened
- NBP deputy governor expects June inflation very close to 2.5% y/y
- Zloty weaker, market rates higher

In today's Eyeopener
  
- Today no major data releases in Poland and CEE region
- Registered unemployment rate fell from 5.1% to 5.0%, as expected
- New industrial orders fell, close to local low from 2023
- EURPLN below 4.30, market rates lower

In today's Eyeopener

- Today May Statistical Bulletin
- Retail sales rose by 5.0% y/y in May, above our expectations
- Higher loan growth in Poland, M3 money supply accelerated to 8% y/y
- Zloty stronger, decline of domestic interest rates
 

In today's Eyeopener

- Today May numbers on construction output, retail sales and M3 money supply
- Most sectoral business sentiment indicators down, European PMI disappointed
- Lower yields, slightly stronger zloty