W dzisiejszym komentarzu rynkowym omówiliśmy publikację wczorajszych danych PMI dla USA i krajów Strefy Euro. Wskaźniki te pokazały znaczące spowolnienie w gospodarkach i “przedrecesyjny klimat”, który rynki od razu wyceniły negatywnie dla dolara. Gorsze dane gospodarcze obecnie odbierane są pozytywnie przez rynek. Pomagają one bykom podtrzymać nadzieję na mniejsze podwyżki we wrześniu. Obecnie rynek znajduje się praktycznie w punkcie, gdzie wycenia 50:50 w stosunku do szans na większa podwyżkę wrześniową.
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