... increase in the PPI by 1% compared to the previous month, which was higher than analysts expected. The main reason was a jump in commodity prices, including oil and metals, due to the global economic recovery from the COVID-19 pandemic. The rise has fueled inflation concerns, pushing down bond yields and correcting tech stock prices. For investors, the situation has highlighted the importance of tracking PPI as an early signal of changes in the economic environment.

... not currently a primary market for Gazprom, influences global energy prices. If the winter of 2025/26 is cold, the price situation may improve and Gazprom could benefit from rising export prices to China (contracts with the PRC may be linked to global fuel prices, albeit with a lag). Additionally, gas exports to Asia will continue to grow: Gazprom plans to further increase supplies to China via the existing pipeline, approaching design capacity. The second half of the year will see the commissioning of ...

... stocks have already gained around 20% in the last month on expectations of strengthening demand). Cameco (Energy/Uranium): One of the world's largest uranium producers will present a report expected to show a sharp rise in profits due to rising nuclear fuel prices. Consensus for earnings is approximately $0.35-0.40 per share (compared to just $0.10 a year ago), reflecting an increase in volumes supplied under long-term contracts and the rising price of uranium amid resurgent interest in nuclear energy. Cameco's ...

... $60 per barrel—expecting that risk of weak demand will again come to the forefront. Thus, oil prices are balancing between supply-reducing factors (voluntary production limits from OPEC+ countries and sanctions against Russia) and signs of weakening fuel consumption. Gold, meanwhile, continues to hold near historical highs, although its price corrected downwards from peaks at the end of the week. The spot price of gold, following a strong jump in the first half of July (to a record ~$3,350 per ounce), has slightly decreased amid profit-taking. On Friday, the precious metal traded around ...

... sanctions relief). The precious metals market continues to show high activity. Gold remains near historical highs, although its price slightly retreated from peak levels by the end of the week. After a record surge in the first half of July (to approximately ... ... days: gold quotes fell to around $3,340–3,350, which is 0.5–1% below recent peaks. The pressure on the precious metal was fueled by increased investor interest in risk assets and a moderate strengthening of the US dollar amidst optimism regarding trade....