... tier" is widening. Macroeconomic Environment: Rates, Inflation, Dollar Federal Reserve rates and the trajectory of inflation determine acceptable valuations . The market... ... U.S. assets , while simultaneously putting pressure on revenues of exporters with high foreign sales. Currently, the balance of these factors favors growth stocks. Passive... ... trend, investors should monitor: EPS Dynamics: upgrades/downgrades of forecasts for key index components. FCF Yield vs. Bond Yields: the spread as an indicator of the risk...

... England meeting — interest rate decision and monetary policy report. The regulator is likely to continue its fight against high inflation and may increase the rate again. The specific decision and accompanying statement will influence the dynamics of the British pound and sentiment in ... ... sectors. Biopharmaceutical company Gilead Sciences will share its achievements — market participants will focus on sales of its key drugs and progress in developing new medications. Oil and gas giant ConocoPhillips will report its earnings for the past quarter ...

... Chairman Jerome Powell indicates no basis for lowering rates, Bitcoin, like stock indices, is sensitive to these signals. If rates remain high and risk appetite diminishes, BTC's price rally could slow down. In such a scenario, miners facing a prolonged price plateau may be inclined to continue selling portions of their reserves, exacerbating market pressure. Pullbacks to key support levels are possible – for instance, many investors consider the retention of the $70,000–$80,000 range in 2025 ...

... Restricts Fuel Exports A recent overview of the fuel and energy complex highlights key events and trends as of August 5, 2025 . The global oil market enters Tuesday in... ... However, central banks are softening their rhetoric: the U.S. Federal Reserve held the rate steady at its July 30 meeting, indicating that the tightening cycle is coming to... ... in EU countries are now filled to over 71% of total capacity—an extraordinarily high level for early August compared to previous years. In absolute terms, reserves...

... Federal Reserve regarding monetary policy. Nevertheless, the absence of negative surprises (for example, the Fed's interest rate has been kept unchanged) continues to maintain interest in risk assets. Key upcoming events include the publication of fresh inflation data and the annual Fed symposium in Jackson Hole, which could ... ... Position The first cryptocurrency continues to consolidate around its recent peak values. In July, Bitcoin reached an all-time high (approaching the $123,000 mark), subsequently stabilizing within a narrow range around the mid-$110,000 level. Short-term ...