Jarosław Jamka3 cze1 minIs oil leading yields?After today's weaker ISM Manufacturing PMI (a drop from 49.2 to 48.7, with an increase to 49.6 expected), we have quite a strong reaction...
Jarosław Jamka3 cze2 minInflation is goodWhile economies, central banks and markets today have problems with inflation... Nvidia makes money from inflation... This is of course...
Jarosław Jamka1 cze1 minAbysmal Chicago PMIOn Friday, we also got the Chicago PMI for May, which dropped to 35.4 points! And these are recessionary levels. In general, levels below...