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Wyższe stopy procentowe nie wpływają na rynki

Tydzień upłynął nam pod znakiem podwyżek. Pierwszy raz od 2018 roku Rezerwa Federalna zdecydowała się na podniesienie stóp procentowych oraz potencjalną redukcję bilansu w najbliższym czasie. Dodatkowo wczoraj Bank Anglii podniósł stopy procentowe trzeci raz z rzędu. Światowe tendencje jeżeli chodzi o banki centralne zmierzają w kierunku silnie jastrzębiego nastawienia.

Pomimo tego rynki totalnie ignorują dolarowe trendy. Mini hossa po konferencji prezesa FED Powella wzmocniła optymistyczne sentymenty. Geopolityka na razie również nie rozpieszcza. Brak przełomu w rozmowach powinien przynosić nowe impulsy spadkowe, jednakże również te niekoniecznie dobre dane giełdy obecnie dyskontują we wzrostach traktując, jako brak konkretnych postanowień, jako brak impulsu.

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