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Podsumowanie tygodnia pod znakiem banków centralnych – Glapiński, Lagarde oraz Powell.

W dzisiejszej analizie skupiliśmy się na omówieniu potanowień banków centralnych w tym tygodniu. Godna uwagi jest decyzja EBC, która przynisosła Strefie Euro podwyżkę o 75 pb. Docelowo przyszłe 2-5 przyszłych posiedzeń będą wiązały się z możliwością dalszego zacieśniania polityki w celu zwalczenia inflacji. EBC nie wyklucza kolejnej podywżki o 75pb. Powell natomiast wypowiadał się dalej w bardzo jastrzębi sposób. Tutaj rynek nie został zaskoczony żadnym zdaniem ze strony szefa Rezerwy Federalnej. Natomiast co do konferencji Glapińskiego, jedyny, sensowny wniosek jaki można wyciagnąć to ten, że NBP spodziewa się w najbliższym czasie 25 pb lub utrzymania stóp bez zmian.

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