Archiwa: półprzewodniki - InsiderFX - analizy i raporty rynkowe

Wtorek - 20.07.2021 - 21:35

Co przywróci wiarę w ożywienie?

przez insiderfx.pl | wpis w: Bez kategorii | 0

Na początku roku tak zwany konsensus rynkowy zdawał się wierzyć w silne ożywienie gospodarcze, któremu towarzyszyć może podwyższona inflacja, ale …

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InsiderFX @Insider_FX·

20h

🇨🇳 Chinese investments have been driven primarily by the real estate sector. A share of GFCF in GDP has increased notably, but we may be on the brink of a change. That's because of the China's policy regarding fighting imbalances, excessive leverage and promoting domestic demand.

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InsiderFX @Insider_FX·

🇨🇿🇭🇺 CNB and NBH policymakers say their economies need to tighten more. In case of Hungary, it'd mean a possible switch to 30bps moves, while the Czech Republic might deliver 50bps or even another 75bps bombshell as soon as November.

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InsiderFX @Insider_FX·

A COVID risk seems to be back again:
🇱🇻 closes parts of its economy
🇪🇪 may follow Latvia once the situation gets worse
🇷🇴 turns to WHO for help and closes schools for two weeks
🇧🇬 closes some schools
🇵🇱 may take "drastic steps"
🇷🇺 declares Oct 30 - Nov 7 as non-working days

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