... inflation expectations will be key areas of focus. Any surprises could lead to significant volatility. Commodity Markets: Weaker inflation in China may suppress global commodity demand, particularly for metals and energy products. Investors in these markets should consider the potential for reduced pricing pressure. Interest Rates and Bonds: Elevated U.S. inflation expectations may signal continued Federal Reserve tightening, which could increase yields on U.S. Treasury bonds and impact borrowing costs globally. Diversification and a cautious approach are recommended as global market ...

... investments through foreign securities, this could lead to increased investments in domestic assets. Increased Activity in the Russian Stock Market The rise in demand for Russian securities may lead to heightened trading activity in the domestic stock market. This could be favorable for companies that plan to attract capital through the issuance of stocks or bonds. Growing interest in domestic assets could also drive up their prices, benefiting both investors and issuers. Opportunity for Development of New Products for Retail Investors The introduction of restrictions may encourage Russian financial companies ...

... rate cuts. Many experts now suggest that by December, the rate could drop to 15-16%, which would provide additional stimulation for the economy. Markets reacted positively overall to the Central Bank's bold decision, though without unanimity. The debt market experienced an influx of buyers: yields on government bonds (OFZ) significantly decreased, raising bond prices, as cheaper funding improves prospects for borrowers. In the stock market, the reaction was mixed. Sectors sensitive to rates – primarily energy, real estate, and consumer companies – received ...

... 2024) Monday, November 11 U.S. — Veterans Day (Public Holiday) China — Singles’ Day (Largest Shopping Day) Russia — Trade Balance Data for September Expected to decline to $9.33 billion from a previous $15.5 billion surplus. All Day Events: U.S. Bond Market Closure: In observance of Veterans Day, the U.S. bond market will be closed, reducing liquidity in bond trading. This can create some volatility in other financial markets, including stocks and commodities. Fortune Global Forum: CEOs including ...

... income from savings is negative, and their purchasing power decreases. For the same reasons, fixed monetary investments, such as government bonds with fixed returns, also lose value: their real yield declines when inflation rises. This means that the market price of such bonds falls, and investors must agree to a higher interest rate upon purchase. When investing, the impact of inflation is twofold. On one hand, companies can increase revenue as prices for goods and services rise, so stock quotes and real estate prices ...