Gdzie rynki były przechylone 2026-08-08

The gist: US Treasury yields are leaning lower, driven by an "employment shock" where non-farm payrolls unexpectedly turned negative with a 23,000 job cut [jobs, monetary-policy]. This cooling labor demand has shifted the narrative away from interest rate hike theories and toward lower interest rate expectations [monetary-policy, tech].

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The gist: Emerging markets show a fragmented outlook, leaning higher on intra-regional trade shifts, business travel, and specific China-related healthcare themes, but facing downward pressure from labor instability and geopolitical headwinds. While resource shifts and business expansion in markets like Brazil provide support, the sector remains fragile due to potential US-led sanctions and global tech layoffs.

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The gist: The global macro outlook is currently defined by a shift toward safe-haven assets and a weakening US labor market, which has caused US interest rate hike probabilities to plummet. While regional themes like Chinese residential real estate and aviation infrastructure show upward momentum, the broader macro environment is weighed down by labor market contraction and potential softening of energy transition…

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The gist: The commodities market is leaning higher, driven primarily by strength in precious metals and soft commodities. While a weak U.S. jobs report has propelled gold to a seven-week high, rising global food prices—specifically a surge in wheat—and a $3 billion U.S. investment push into critical minerals are providing additional upward momentum.

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The gist: The crypto market shows a leaning higher bias driven by Bitcoin's price surge past $65,000 and significant institutional-style outflows of Chainlink from exchanges. While utility and regulatory clarity provide upward momentum, the outlook is tempered by sideways sentiment from Polymarket traders and regulatory delays in the Senate, creating a tug-of-war between price action and legislative stagnation.

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The gist: EU equities are leaning higher as easing global rate fears, triggered by a contraction of 23,000 jobs in the US labor market, provide upward momentum for indices like the CAC 40 [inflation, monetary-policy]. However, this positive sentiment faces headwinds from energy-driven supply constraints in the diesel market and significant earnings volatility in the industrial sector [trade, earnings-season].

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The gist: The energy market is leaning higher due to heightened supply risk premiums and rising energy-driven inflation, driven largely by geopolitical volatility and drone strikes on Russian oil infrastructure. While solar capacity and AI-related energy demand show upward momentum, this is countered by significant headwinds from potential trade sanctions and regulatory friction in global energy trade.

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The gist: US equities are showing a conflicted direction, leaning higher on the back of cooling labor market data and record highs, but facing downward pressure from a stalled job market and mixed corporate earnings. While cooling payrolls have driven recent rallies, the overall sentiment remains fragile due to potential overheating concerns and divergent sector performance.

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The gist: The FX market is leaning lower for the USD, specifically against the JPY, driven by a significant miss in US non-farm payrolls and Yen intervention. While the market remains sideways overall, there is a tilt toward volatility in emerging market currencies due to geopolitical shifts and rising energy costs. Watch: - US labor market data and its impact on USD strength.

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