W dzisiejszej analizie przyjrzeliśmy się możłiwym scenariuszom rynkowym na posiedzenie FED o godz. 20:00. Zaledwie 30 minut po decyzji odbędzie się konferencja prasowa, na której poznamy więcej szczegółów. Obecnie rynek praktycznie w 100% wycenia podwyżkę o 25 pb. Istnieje natomiast (w kontekście braku projekcji na tym posiedzeniu) sporo niewiadomych związanych z stopą operacji repo oraz samą redukcją bilansu. Zapraszamy do analizy, w której omawiamy kontekst rynkowy (makroekonomiczny) oraz możliwe scenariusze.
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