Raporty spółek ważniejsze od wojny z Iranem? | Rynki z Piotrem Kuczyńskim

📢 The next edition of Invest Cuffs is October 5-6 in Poznań. 🎟️ https://investcuffs.pl/invest-cuffs-p... 🎁 Tickets 30% off are now available! 📢 The next edition of Invest Cuffs is in Krakow on April 9-10, 2027. 🎟️ https://tobilet.pl/kongres-invest-cuf... 🎁 Code "Comparic" gives you a 10% discount. Piotr Kuczyński and Michał Kryński are featured in the program. Inflation in the US turned out to be (as expected) significantly lower than analysts' forecasts. The return of war with Iran is driving up oil prices, but this has a very moderate impact on market performance (they withstood the significant price increases). Kevin Warsh's semi-annual report didn't offer anything new, as he refused to talk about the future beyond reforming the Fed. Canaries in the coal mine (Samsung, Hynix, IBM) only temporarily hurt the bulls. Is everyone waiting for the Magnificent Seven's miraculous results (the last two weeks of July)? Are they right? Check out the video! 00:00 Commentary on current political and market events 01:31 Analysis of tensions in the Persian Gulf and oil prices 05:51 Correction in the semiconductor and technology markets 09:07 Financial results of US technology companies 14:05 Assessment of monetary policy and the Fed chairman's speeches 18:15 The impact of the government's ideas on the Polish banking sector 24:24 The draft budget and the situation on the Warsaw Stock Exchange 26:33 Educational corner on long-term stock investing 29:04 Forecasts for the Polish zloty and the impact of KPO funds Join us here 🔴 Website: https://comparic.pl/ 🔴 Facebook:   / comparicpl   🔴 Instagram:   / comparic.pl   🔴 LinkedIn:   / comparic-pl   🔴 TikTok:   / comparic.pl   🔴 Twitter: https://x.com/comparic Our YouTube Channels ⏺️ Comparic Markets:    / @comparicrynki   ⏺️ Comparic Global Markets:    / @comparicglobalmarkets   ⏺️ Comparic Blockchain Space:    / @comparicblockchainspace   ⏺️ Comparic Stock Exchange:    / @comparicgielda   ⏺️ Comparic Polish Wallet:    / @portfelpolaka   ⏺️ Comparic Economy and Politics:    / @comparicglobalnie   More details in the video. ------------------------------------------------------------------------------- The content presented is for informational purposes only and represents the authors' own opinions. This content has been prepared honestly and with due diligence and does not constitute the basis for investment decisions, investment advice, or investment research within the meaning of Article 36 of Commission Delegated Regulation (EU) 2017/565 of 25 April 2016 supplementing Directive 2014/65/EU of the European Parliament and of the Council with regard to organizational requirements and operating conditions for investment firms and defined terms for the purposes of that Directive. The author and the dissemination entity are not liable for any transactions, damages, expenses incurred, or lost profits arising from investment decisions made based on this content. We hereby inform you that investing in financial markets may involve a significant level of risk and the possibility of significant losses of invested funds. Financial instruments based on margin should be treated with particular caution. Please also note that historical results are not a guarantee that future results will be similar.