Wydawać by się mogło, że”hossa europejska” na bazie lepszych danych w kwestii surowców energetycznych potrwa przynajmniej do posiedzenia FED. Tak się jednak nie stało i rynki w podwyżki 75 pb zaczęły migrować aż do 100 pb! Obecnie 34% rynku zakłada jeszcze większy krok po stronie Rezerwy Federalnej. W analizie omówiliśmy i skomentowaliśmy wczorajsze dane dot. inflacji oraz ich wpływ na indeksy i waluty. Dziś ponownie w kalendarzu mamy odczyty inflacji – tym razem producentów, które w naszym odczuciu raczej doleją (małej) oliwy do ognia niż odwrócą znacząco trend na rynkach.
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