Týdenní výhled: Nvidia otestuje optimismus, zatímco se do...

What this episode covers

Tento týden budou trhy sledovat především výsledky Nvidie, které otestují sílu AI příběhu i vysoká očekávání investorů. Současně se do popředí dostává také inflace zesilovaná drahou ropou a geopolitickým napětím, což zvyšuje tlak na dluhopisové výnosy napříč regiony. Klíčovou roli přitom hraje Japonsko, kde rostoucí sazby a výnosy přepisují dlouholetou rovnováhu globálních trhů. Obsah: 00:00:26 Výsledky summitu Čína-USA 00:02:28 Drahá ropa tlačí inflaci nahoru 00:04:50 Rostoucí výnosy dluhopisů i šance na růst sazeb 00:06:56 Definitivní konec levného financování v Japonsku 00:10:12 Slabá data z Číny 00:13:08 Výhled na výsledky Nvidie

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Frequently Asked Questions

How long is this episode of Patria Podcasts?

This episode is 17 minutes long.

When was this Patria Podcasts episode published?

This episode was published on May 18, 2026.

What is this episode about?

Tento týden budou trhy sledovat především výsledky Nvidie, které otestují sílu AI příběhu i vysoká očekávání investorů. Současně se do popředí dostává také inflace zesilovaná drahou ropou a geopolitickým napětím, což zvyšuje tlak na dluhopisové...

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