Poranny Brief Rynkowy
Poranny Brief Rynkowy
Tuesday morning brings sharp shifts across Asian markets and the return of a risk premium in the crude oil market. While markets yesterday pinned their hopes on an easing of geopolitical tensions, today's reports are testing that optimism. Meanwhile, Wall…
Welcome to October. Financial markets enter the new month digesting historic reshuffling in the U.S. debt market and a fresh batch of inflation data from both sides of the Atlantic. While price pressures in the United States appear to be…
The final day of September delivers clear signals to the markets from two key fronts: monetary policy and the global artificial intelligence race. On one hand, we are witnessing the continuation of a massive sell-off in the US debt market,…
An exceptionally heated evening is behind us, bringing the resolution to this week's most important event—the US Federal Reserve (Fed) has returned to raising interest rates. While partially priced in by markets following recent higher inflation prints, this decision marks…
Welcome to Wednesday, the day global financial markets have been awaiting for weeks. We are approaching the climax of the "central bank marathon." In the spotlight is today’s decision by the U.S. Federal Reserve (Fed), which must balance persistent inflationary…
Welcome to a new trading week. Ahead of us lie days that could define market trends for the rest of the year. Investors' attention is entirely absorbed by upcoming central bank decisions—led by the US Fed, the Bank of Japan,…
Today's session is dominated by central bank decisions and the rising cost of money. Investors' eyes are turned primarily to Frankfurt, where the European Central Bank is widely expected to announce another interest rate hike in response to persistent energy…
This morning in the markets is marked by investors adjusting to a new macroeconomic reality. Hot US labor market data has completely reshaped expectations for the Federal Reserve, while increasingly clear signals of imminent interest rate hikes are emerging from…
We enter the new week under conditions of somewhat reduced liquidity, as US markets are closed today for the Labor Day holiday. This gives investors a moment to digest mounting geopolitical tensions and their impact on commodity markets. Surging oil…
This morning across financial markets is marked by a powerful clash of two forces: a drastic military escalation in the Middle East and a historic sell-off in the global bond market. The combination of oil supply fears and a surging…
