... existing sanctions with new ones, utilizing various economic and political justifications. The issue of sanctions is particularly relevant for investors, as they have a significant impact on capital markets, trade, and the strategic development of specific sectors of the economy. Let's explore how the current situation may affect Russian businesses and investment opportunities. Historical Context of Sanction Pressure The sanctions policy against Russia began long before 2014. One of the earliest examples ...

... room to maneuver. Collectively, these factors support expectations that the regulator will shift its focus from combating inflation to stimulating the economy. US stocks remain overall in positive territory for the month, but volatility has increased. Sectors sensitive to the economic cycle (such as industrials and commodities) have come under slight pressure due to recession fears. Meanwhile, the technology sector continues to receive support: investors are betting that a pause (and potential pivot) ...

... global economy and how they will affect your investments. Economic Events and Company Reports – Monday, July 28, 2025 – OPEC+ Meeting, Dallas Fed Index Monday, July 28, 2025, will be filled with significant events in the economy and corporate sector that could influence investor sentiment and market dynamics. Investors in the CIS countries are particularly attentive to key economic events and the release of corporate reports to assess the state of the economy and the profitability prospects ...

... payment is nullified if the average price for the AI-92 grade exceeds 66,495 rubles per ton within a month. This threshold was surpassed on August 4. With the month still ongoing, the damping mechanism is effectively nullified. It can be argued that other sectors operate without budget subsidies, and the "wealthy" oil companies will manage without them too. However, the damping mechanism curbs the rise in wholesale prices and softens price fluctuations. Although funded from the budget, the money ...

....25%. Moreover, futures already imply about a 60% probability of a rate cut by September, given the moderate inflation. These expectations of additional stimulus in the second half of the year are driving stock prices, particularly in the technology sector. Analysts note that the rapid rise in the shares of IT giants has led to one of Wall Street’s best first halves in decades, amplifying the FOMO (fear of missing out) effect among market participants. However, the high level of valuations (the ...