Polish Zloty: Pressured by politics and energy shock – Commerzbank

Commerzbank’s Tatha Ghose highlights that the Polish Zloty has underperformed CE3 - Polish Złoty (PLN), Czech Koruna (CZK), and Hungarian Forint (HUF) - peers in 2026, with political risk overshadowing macro fundamentals.
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Australian Dollar: Manufacturing slowdown and housing cooling – BNY

BNY’s Bob Savage flags softer Australian activity, with manufacturing PMI only marginally in expansion as new and export orders fall and cost pressures stay intense. The Melbourne Institute inflation gauge dipped on fuel, while national home values were flat, with Sydney and Melbourne declining.
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