Gdzie rynki były przechylone 2026-09-29

The gist: The net direction for emerging markets is leaning lower, driven primarily by significant volatility and rapid selling in the Indian equity market. While renewable energy infrastructure themes show signs of upward momentum through new utility-scale projects, this is being overshadowed by broader bearish sentiment across Indian equities, trade tensions, and labor stability concerns.

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The gist: The crypto market shows a conflicted direction, leaning lower on macro-sensitive assets like Bitcoin and Ethereum due to rising US Treasury yields and significant declines from previous highs, while leaning higher on specific platform revenues and institutional integration.

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The gist: The rates and bonds market is leaning higher on yields, driven by a significant surge in long-term US Treasury yields and rising inflation expectations. While monetary policy expectations appear sideways due to regulatory feedback on banking resolution plans, the dominant trend is a sell-off in bonds characterized by multi-decade highs in the 10-year and 30-year yields.

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The gist: The global macro outlook is leaning lower, driven by deteriorating US consumer sentiment, weakening labor markets in Europe, and heightened geopolitical and trade tensions. While energy transition infrastructure and regional aviation connectivity show signs of upward momentum, these are outweighed by headwinds in US big tech, North American trade stability, and general economic sentiment.

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The gist: EU equities are largely trending sideways, characterized by mixed performance across major indices like the CAC 40 and DAX. While the semiconductor sector shows signs of recovery and travel-related equities lean higher due to falling oil prices, these gains are offset by volatility in the broader market and rising inflationary pressures.

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The gist: The commodities market shows a split direction, leaning higher on energy due to rising Brent crude prices and increased transit volumes, which is simultaneously fueling inflation expectations. However, this upward momentum is countered by downward pressure in industrial metals and agricultural profitability, driven by weak Chinese economic data and adverse weather conditions in Southeast Asia.

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The gist: The energy market is leaning higher, driven by rising oil prices, geopolitical tensions, and supply constraints such as EU gas storage levels falling short of statutory targets. While consumer-facing energy costs are seeing mixed signals—including a planned UK VAT reduction on electricity and French electrification subsidies—inflationary pressures are being reinforced by diesel prices hitting all-time…

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The gist: US equities are leaning lower as the balance of sentiment is weighed down by labor market weakness, declining consumer confidence, and persistent inflation risks. While AI-driven themes and data center infrastructure show signs of upward momentum, large-cap tech sentiment is facing downward pressure, exacerbated by verified insider selling and price declines at Meta Platforms, Inc.

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The gist: The FX market is showing a strong directional tilt toward USD strength and EUR weakness, driven by the EUR/USD exchange rate hitting yearly lows. This trend is supported by a macro environment where the 10-year US Treasury yield has surpassed 5%, making fixed income more competitive than equity earnings yields. Watch: - The impact of energy prices on upcoming inflation trends.

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