Polish Zloty: Inflation dip seen delaying tightening – Commerzbank
Published . Updated .
Covered by 2 outlets: www.tmgm.com, FXStreet.
Commerzbank’s Tatha Ghose reports Poland’s October flash Consumer Price Index (CPI) slowed to 3.5% year-on-year versus 4.1% in September, with prices down 0.3% month-on-month, likely delaying National Bank of Poland tightening.
Directly affected
- No company is named in this report.
Indirectly affected
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story.
- XLY Consumer Discretionary Select Sector SPDR+2.3% 30d
Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story.
- EPOL iShares MSCI Poland ETF
iShares MSCI Poland ETF holds stocks listed in Poland, which this story is about (“polish”).
- CEW WisdomTree Emerging Currency Strategy Fund
WisdomTree Emerging Currency Strategy Fund holds emerging-market currencies, which move on news like this from Poland.
- EMB iShares J.P. Morgan USD Emerging Markets Bond ETF-2.1% 11d
iShares J.P. Morgan USD Emerging Markets Bond ETF holds emerging-market government bonds, which react to inflation and interest-rate news like this one in Poland
- EMLC VanEck J.P. Morgan EM Local Currency Bond ETF-2.9% 30d
VanEck J.P. Morgan EM Local Currency Bond ETF holds emerging-market bonds in local currencies, which move with rate and currency news like this from Poland.
- EEM iShares MSCI Emerging Markets ETF-0.3% 30d
iShares MSCI Emerging Markets ETF is a broad fund of emerging-market stocks that includes Poland
- WMT Walmart+14.9% 30d
Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| XLYNo price data for this ticker | — | — | — | — | — | — | — |
| EPOL | +0.44% | +1.80% | base | after close | after close | after close | after close |
| CEW | +0.00% | +0.00% | base | after close | after close | after close | after close |
| EMBNo price data for this ticker | — | — | — | — | — | — | — |
| EMLCNo price data for this ticker | — | — | — | — | — | — | — |
| EEMNo price data for this ticker | — | — | — | — | — | — | — |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Polish Zloty: Inflation dip seen delaying tightening – Commerzbank www.tmgm.com
Source: www.tmgm.com
How far Ishares Tr (EPOL) has moved since 2 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Wisdomtree Tr (CEW) | three days earlier | 0.00% | final price |
| Wisdomtree Tr (CEW) | five days earlier | 0.00% | final price |
| Ishares Tr (EPOL) | three days earlier | +1.80% | final price |
| Ishares Tr (EPOL) | five days earlier | +0.44% | final price |
Congressional trades in Ishares Tr (EPOL) around 2 Nov 2026
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 31 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 35 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (EPOL)
Companies tied to this story
- EPOL Ishares Tr
In “Polish Zloty: Inflation dip seen delaying tightening – Commerzbank,” Ishares Tr (EPOL) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Poland ETF holds stocks listed in Poland, which this story is about (“polish”)
- CEW Wisdomtree Tr
Wisdomtree Tr (CEW) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Polish Zloty: Inflation dip seen delaying tightening – Commerzbank.” Reason on file: WisdomTree Emerging Currency Strategy Fund holds emerging-market currencies, which move on news like this from Poland
- EMB Ishares Tr
For “Polish Zloty: Inflation dip seen delaying tightening – Commerzbank,” Ishares Tr (EMB) is linked, with no stored direction, medium confidence. Reason on file: iShares J.P. Morgan USD Emerging Markets Bond ETF holds emerging-market government bonds, which react to inflation and interest-rate news like this one in Poland
- EMLC Vaneck J. P. Morgan Em Local Currency Bond Etf
Vaneck J. P. Morgan Em Local Currency Bond Etf (EMLC) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Polish Zloty: Inflation dip seen delaying tightening – Commerzbank.” Reason on file: VanEck J.P. Morgan EM Local Currency Bond ETF holds emerging-market bonds in local currencies, which move with rate and currency news like this from Poland
- EEM Ishares Tr
In “Polish Zloty: Inflation dip seen delaying tightening – Commerzbank,” Ishares Tr (EEM) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Emerging Markets ETF is a broad fund of emerging-market stocks that includes Poland
Ishares Tr (EPOL)
The 2 Nov 2026 story “Polish Zloty: Inflation dip seen delaying tightening – Commerzbank” names Ishares Tr (EPOL) because of this story.
The link for Ishares Tr (EPOL) is this: iShares MSCI Poland ETF holds stocks listed in Poland, which this story is about (“polish”)
Also listed, Wisdomtree Tr (CEW): WisdomTree Emerging Currency Strategy Fund holds emerging-market currencies, which move on news like this from Poland
Price levels for Ishares Tr (EPOL)
EMB traded between 90.23 and 91.35 across 6 sessions. The latest close on file is 91.26.
How strong the case is around Ishares Tr (EPOL)
47 out of 100
“Polish Zloty: Inflation dip seen delaying tightening – Commerzbank” scores 47 out of 100. The score uses 2 sources, and 5 linked companies.