... advantage of weaker US data and the Fed's pause: the EUR/USD exchange rate has climbed to above $1.19. On national markets in Europe, dynamics were mixed. The German DAX index gained slightly during the week, supported by a weaker euro (which enhances the export potential of German companies) and lessened concerns about US tariffs. Indices in France and Italy grew more modestly as local investors assessed the risks of a slowdown in the Chinese economy—a significant market for European luxury goods and industrial ...

... is attributed to stable oil prices and cooling import demand. This level of the exchange rate is comfortable for the budget, exporters, and currency buyers. However, a new wave of ruble depreciation is possible closer to spring. What Investors Should ... ... with ruble-denominated assets, especially in the context of high interest rates. However, it is important to be prepared for potential changes in spring when seasonal demand for currency may increase. Attention should also be given to the dynamics of ...

... transportation. However, if the new regulations are strictly followed, the industry does not expect significant problems. The potential impact of falling coal prices on profitability, as well as the modernization of rail transportation, are also raised ... ... right. Because, if we take the new cargo transport priorities that will be in effect from 2025, it follows that the transport of export energy raw materials, carried by specialized rolling stock, will be two positions higher than the transport of export non-energy ...

... diminished in recent years, adds Sergey Tereshkin, CEO of the Open Oil Market. Due to U.S. embargoes, over 90% of Iran's oil exports now go to China, where the country's key buyers of Iranian oil are refineries that will bear the brunt of the current ... ... Israeli-Iranian skirmishes, statements have emerged suggesting that escalating conflict could lead to Iran blocking the Strait of Hormuz, potentially causing prices to surge to $300 per barrel. The Strait of Hormuz, located between Iran, the UAE, and Oman, is 161 ...

... expectations. 2. PMI Indices (04:45 MSK): Positive PMI readings from China (services) indicate rising economic activity which can bolster demand for Russian export commodities like oil. Conversely, weak PMI figures may signal declining demand impacting Russian exports negatively. 3. Russian PMI Indices (09:00 MSK): These indices reflect conditions within Russia's services sector—growth above 50 indicates expansion supporting investment climate while declines below suggest contraction potentially weakening RUB attractiveness. 4. Eurozone PPI (13:00 MSK): Rising PPI signals inflationary pressures likely prompting ECB rate hikes which can strengthen EUR against RUB affecting import prices. 5. EIA Oil Inventory Data (18:30 MSK): Changes ...