Zagrożenie ze stronyNord Stream po jego konserwacji wydało się być już za nami. Rynki przyzywczaiły się do napięcia w sektorze energetycznym i jego potężnym wpływie (pod wzgledem cen) na inflację. Tymczasem dobiegają nas zapowiedzi, że przepływ gazu został przez Rosję jeszcze bardziej ograniczony i może w najbliższym czasie zostać całkowicie lub jeszcze bardziej zancząco ucięty. Informacja ta szczególnie dotknęła giełdy w Europie, co widzieliśmy po rekacji indeksu DAX. Zmienność na rynkach jest obecnie nieco ograniczona ze względu na jutrzejsze posiedzenie FED.
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