W dzisiejszej analizie omówiliśmy sytuację związaną z podwyżkami w Stanch Zjednoczonych oraz Strefie Euro, na bazie nowych informacji, wyciągniętych z wczorajszych przemówień bankierów. O ile sytuacja w USA jest dalej klarowna i nikt raczej nie myśli o zaprzestaniu zacieśniania o tyle EBC dalej “szarpie” się z możliwością 25 punktów bazowych lub 50 punktów bazowych podwyżki. Oba scenariusze są wysoce pradopodobne.
Dziś w kalendarzu garść danych PMI dla sektora usług. Poza tym czeka nas dopełnenie danych o zatrudnieniuw USA, które wczoraj namieszały trochę na rynku.
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