... inflationary pressure, will be released: the forecast anticipates a month-on-month wage growth of approximately +0.3%. Market reactions to these economic events will be significant — a weak report could strengthen expectations of imminent dovish policy changes from the Federal Reserve, while an unexpectedly strong report might lead to a sell-off in bonds and a strengthening of the U.S. dollar. In the afternoon, investors will shift their focus to the U.S. industrial sector. At 17:00 MSK, the ISM Manufacturing ...

... year, the government will have fewer resources to subsidize oil producers, with subsidies totaling 1.9 trillion rubles for the first half of 2024, including the damping mechanism, reverse excise, and investment supplements. This will likely lead to changes in the fuel market regulation model," Tereshkin believes. The "manual regulation" scheme with the temporary export ban has become a tool that the market will have to live with for a long time, says Maxim Dyachenko, managing partner ...

... investments to the Russian market. While attracting foreign capital is not the focus of plans, the lack of international financing creates a greater burden on domestic resources. Moreover, investors pay attention to the stability of regulations: any sudden changes in taxation or trading restrictions could undermine trust and slow market growth. These challenges require a comprehensive solution. In particular, the special segment for the IPO of technology companies proposed by the president aims to reduce ...

... Central Bank of Russia is introducing a countercyclical capital supplement to banks from February 1, 2025, to stabilize the financial system and reduce the risks of credit overheating. What opportunities does this open up for investors, and how will the change in banking policy affect the profitability and sustainability of investments? We analyze the key aspects and predict the possible consequences for the market. Countercyclical Capital Buffer: What It Means for Investors? Recent data from Rosstat ...

... are unpredictable. In this regard, Sergey Tereshkin aligns with experts who advise investors to hold off on making significant changes. It is impossible to predict how the negotiations between the U.S. and China will ultimately unfold. Both sides appear ... ... is an internal agenda at play, particularly with the U.S. gearing up for presidential elections next year. Consequently, all energies are being focused here, while China does not seem to share the same urgency. Future Prospects Specialists recommend that ...