Dzisiejsza sesja upłynie pod znakiem dwóch, ważnych wydarzeń makro – sporej liczby odczytów PMI dla usług oraz raportu ADP z USA. Rynek pracy jest dla FED bardzo ważnym czynnikiem w podejmowaniu decyzji dot. stóp procentowych. W Polsce, o godzinie 17:00 czeka nas decyzja w sprawie stóp procentowych. W analizie skupiliśmy się na omówieniu scenariuszy na dzisiejsze posiedzenie. Sytuacja w Polsce w tej kwestii jest dość niejednoznaczna i jest wiele czynników, które oponują za mniejszą oraz większą podwyżką. Bazę na to posiedzenie wyznacza nam obecnie punkt 25 pb.
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