Poranny Brief Rynkowy
Poranny Brief Rynkowy
Welcome to another day of heightened volatility, where debt markets and central banks take center stage. A massive sell-off in U.S. Treasuries continues, pushing yields to levels not seen in over a decade. In line with yesterday's expectations, the Reserve…
A week full of market volatility is behind us, and ahead lie days in which investors will digest fresh signals from central banks and escalating tensions in international trade. With the weekend underway, exchanges are closed, offering an excellent opportunity…
We are approaching the climax of this week. Financial markets are holding their breath ahead of today's inaugural address by the new Federal Reserve (Fed) Chair, Kevin Warsh, at the annual Jackson Hole Economic Symposium. The atmosphere is further heated…
Thursday morning opens with a notable surge in risk aversion, driven by two primary factors: a sharp sell-off in the global bond market and persistent geopolitical tensions driving up energy commodity prices. Digesting higher-than-expected US inflation prints and hawkish (leaning…
Wednesday morning is marked by anticipation. Financial markets are holding their breath ahead of two events that could set the direction for the coming weeks: today’s earnings release from tech giant Nvidia, and Friday’s speech by the US Federal Reserve…
Tuesday morning greets us with a market caught in the grip of rising bond yields, escalating trade tensions, and sky-high expectations for the tech sector. US government interventions aimed at cooling the debt market yielded only a very short-lived effect,…
Ahead lies a week that could define market sentiment for the entire autumn. Investors are bracing for two major events: the debut of the new Federal Reserve (Fed) Chair at the Jackson Hole symposium and the crucial earnings report from…
Good morning! We are entering a new week where market attention will focus on two powerful forces: global monetary policy and the earnings of the world's most important tech company. On the one hand, investors are anxiously watching surging U.S.…
Ahead of us is one of the most tense weeks of the year, with markets digesting both crucial central bank decisions and a reality check on the valuations of tech giants. Yesterday's relief in the oil market, which we covered…
A true "super-week" lies ahead for global markets. Investors are bracing for key central bank decisions, led by the US Federal Reserve (Fed), and a wave of financial reports from tech giants. However, we start the week in a somewhat…
