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Az európai sikerország is lecsap a bankokra, mégis mi folyik itt?

EPISODE · Aug 25, 2025 · 31 MIN

Az európai sikerország is lecsap a bankokra, mégis mi folyik itt?

from Portfolio Checklist · host Portfolio

Közel 40%-ot emelkedett idén a lengyel részvénypiac és a múlt pénteki, a bankszektor által vezérelt, közel 5%-os korrekció után megnéztük az esés okait és következményeit. Minderről Nagy Viktorral, a Portfolio vezető részvénypiaci elemzőjével beszélgettünk. A második részben arról volt szó, hogy az elmúlt két hétben lezajlott Trump–Putyin és Trump–Zelenszkij találkozók után milyen fejlemények várhatók az orosz–ukrán háborúban. Vendégünk Huszák Dániel, a Portfolio Globál rovatának vezető elemzője volt. Főbb részek: Intro - (00:00) Lengyel piac - (01:35) Makronaptár - (15:17) Orosz–ukrán háború - (16:06) Kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

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Az európai sikerország is lecsap a bankokra, mégis mi folyik itt?

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