Gdzie rynki były przechylone 2026-09-27

The gist: The rates and bonds market appears to be heading sideways, driven by a neutral outlook on global monetary policy [monetary-policy]. While specific central bank scheduling provides clarity on future policy windows, the broader direction remains unsettled [monetary-policy]. Watch: - The Bank of Canada's upcoming 2027 policy interest rate announcement schedule [monetary-policy].

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The gist: US equities appear to be heading sideways as divergent insider positioning creates a tug-of-war between sectors. The market balance is characterized by high-conviction buying in the housing sector being offset by significant insider selling in large-cap technology.

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The gist: The global macro outlook is mixed, with life sciences and pharmaceutical industrial clusters leaning higher due to new research breakthroughs. However, the broader sentiment leans lower for Eurozone consumer stability and sensitive sectors following a restart of the ECB's monetary tightening cycle, while US inflation pressures are leaning lower as economic momentum decelerates.

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The gist: The commodities market shows a diverging trend between energy sources and agricultural sectors. The balance leans higher for thermal power demand due to increased mobilization, while hydroelectricity and specific crop profitability appear to be heading lower. Watch: - Thermal power mobilization trends following a 13% year-on-year increase in Q3.

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The gist: The FX market is showing signs of potential JPY strength as USD/JPY faces downward pressure [monetary-policy]. While volatility in the USD/JPY pair is expected to lean higher, the overall direction suggests a shift toward a lower exchange rate following revised downward forecasts for the 12-month outlook [monetary-policy]. Watch: - The movement of USD/JPY as it tests levels toward 158 [monetary-policy].

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The gist: The UK equity market outlook appears sideways, driven by evolving labor market dynamics. The primary driver is the launch of a new government initiative aimed at addressing youth unemployment through a large-scale job creation program. Watch: - The rollout and progress of the UK government's £2.5 billion Jobs Guarantee scheme.

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The gist: The energy sector shows a dual-track upward lean, with momentum building in both traditional petroleum liquids infrastructure and clean energy investment themes. While petroleum infrastructure is seeing tangible progress through recent large-scale pipeline completions, the transition sector is being driven by expert calls for accelerated investment to meet upcoming climate milestones and grid reliability…

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