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Sektor energetyczny ugina się pod siłą dolara.

Sektor energetyczny w ostatnim czasie jes szczególnie silnie narażony na perturbacje. Z jednej strony ciąży na nim element ryzyka (szczególnie na gazie) związany z konserwacją gazociągu Nord Stream, z drugiej potęzne umocnienie dolara w ostatnim czasie skutecznie niweluje wzrosty na energetykach i złocie. Wczorajsze przemówienie Wallera zmniejszyło oczekiwania wobec podwyżki FED o 100 punktów bazowych na posiedzeniu 27 lipca. Stwierdził, że dla większości bankierów scenariuszem bazowym pozostaje 75 punktów bazowych.

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230 Responses

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