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Strach przed głębszą recesją ogarnął rynki – analiza USD, indeksów i złota.

Wczorajsze dane PMI pokazały znaczące spowolnienie w przemyśle. Na analizie przyjrzeliśmy się dokładnym powodom ich spadku oraz wpływie na kluczowe aktywa na rynku. Przed nami w dzisiejszym kalendarzu bardzo istotne odczyty dot. ofert pracy według JOLTs. To one mogą przetasować dzisiejszy rozkład sił na rynku. Warto tutaj powiedzieć, że na tę chwilę w obawie przed spowolnieniem rynki odreagowały na większości par związanych z USD “antydolarowo”. Dzisiejsze odczyty rynku pracy mogą przekierować kapitał ponownie w kierunku waluty rezerwowej świata. Mocy rynek pacy zwiększa szanse do podtrzymania obecnego tempa podwyżek.

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