Gdzie rynki były przechylone 2026-09-13

The gist: EU equities appear to be leaning lower as rising geopolitical instability in the Middle East and inflationary pressures create headwinds. While some indices like the DAX have shown recent resilience following US inflation data, the overall balance leans toward a downward or sideways trajectory due to escalating tensions near the Strait of Hormuz and volatile energy prices.

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The gist: The commodities market shows a divergence between energy and industrial materials versus precious metals and agriculture. Energy commodities are leaning higher due to geopolitical tensions and potential winter shocks, while gold liquidity in the EU and agricultural producer margins appear to be leaning lower.

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The gist: The crypto market shows a leaning higher direction driven by institutional inflows and bullish long-term strategist projections, though this momentum is countered by significant headwinds. The balance leans toward a cautious outlook as the positive sentiment from ETF inflows and institutional connectivity faces friction from "hotter" US inflation data, potential central bank rate hikes, and new regulatory…

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The gist: The net direction for US equities leans lower as rising inflation stickiness and accelerating monthly costs drive expectations for potential interest rate hikes. While healthcare and travel sectors show signs of institutional support and growth potential, these are being offset by headwinds in housing, tech-heavy indices due to AI regulatory concerns, and a fragmented earnings landscape.

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The gist: The rates and bonds market is leaning higher, driven by upward pressure on global interest rates and bond yields. This trend is supported by elevated US inflation data and rising global yields, which are contributing to equity pressure in markets like India. Watch: - US inflation data (CPI) and its impact on Federal Reserve rate hike expectations.

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The gist: Emerging markets show a fragmented outlook, leaning higher on themes of South-South cooperation, energy transition, and Chinese technology earnings, but facing downward pressure from trade instability and labor/demographic shifts.

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The gist: The FX market shows a complex tug-of-war between weakening Eurozone sentiment and a strengthening push for non-Western financial integration. While the Euro faces downward pressure from industrial instability and shifting ECB rate expectations, emerging market currencies and BRICS-aligned trade corridors appear to be gaining support through increased local currency cooperation and new trade channels.

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The gist: The global macro outlook is characterized by a tug-of-war between rising inflationary/interest rate pressures and significant geopolitical instability versus targeted growth in energy transition and AI-driven labor demand.

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The gist: The energy market is leaning higher, primarily driven by rising fuel prices and geopolitical instability in key maritime corridors. While there is caution regarding specific equipment sector earnings and AI-driven growth themes, the broader sentiment is supported by supply chain disruptions and a shift toward large-scale electrification and data center infrastructure.

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