W dzisiejszym kalendarzu znajduje się decyzja RPP w sprawie stóp procentowych. Spekulacji na temat dzisiejszego posiedzenia jest bardzo dużo, bo z jednej strony oczekuje się braku podwyżki ze względu na ostatnie zapewnienia rady, z drugiej strony rynek pozycjonuje się pod ruch o 25 pb. Perspektywy inflacyjne nie uległy poprawie, 2023 ma przynieść 20% inflacji. Ostatni odczyt uplasował się na poziomie 17,9%. RPP było ostatnio gołębie, według Glapińskiego „stopy zrobiły co miały”. Rynek wycenia miejsce na 100 pb podwyżek. W analizie omówiliśmy scenariusze na dzisiejsze posiedzenie.
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