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Funt zdominował rynek – brak obniżek podatków i silna retoryka Banku Anglii wspiera GBP.

Wczoraj najlepszą walutą na rynku okazał się funt brytyjski. Nie tylko słaby dolar wspierał jego notowania. Solidny wzrost zawdzięczamy przesunięciu decyzji o obniżeniu podatków oraz wsparciu ze strony banku Anglii, który zapowiada podwyżkę przewyższającą oczekiwania rynkowe. Lepsze nastroje globalne wynikają z dobrych raportów z WallStreet, które wspierają wzrosty na indeksach. Obecnie ucichło także ryzyko geopolityczne, co wspiera ogólny optymizm na giełdach. Warto jednak zwrócić uwagę na silnie rosnące rentowności oraz mocne pozycjonowanie rynku pod kolejną, dużą podwyżkę FED na początku listopada.

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