Jarosław Jamka21 maj2 minUS dollar. What to expect in coming months?Unfortunately, there is not a clear-cut relationship between the dollar and the end of the cycle and the upcoming interest rate cuts. We...
Jarosław Jamka19 maj1 minMarket Wrap-up, Part 2Last week, after the PPI and CPI data, the market reacted strongly dovishly, the narrative related to lower future inflation, more rate...
Jarosław Jamka18 maj2 minMarket Wrap-up, Part 1Will the market be able to continue to maintain the dovish narrative despite the lack of significant progress on inflation? In my...