... it is expected that the monetary policy course will be maintained. In the CIS markets, the key topic remains the recent sharp rate cut by the Bank of Russia and its implications for the ruble and local assets. Below is a detailed overview of key economic and financial news for July 27, 2025, prepared in a business style for investors. US Markets: Record Rally and Fed ... ... Expectations The American stock market continues to show impressive growth. The S&P 500 and Nasdaq indices set new historical highs daily over the past week – a rare “perfect week” when records were fixed every trading day. At the end of Friday’s ...

... in AI and search technologies enhance the business’s competitiveness. The company's stocks reacted with growth, settling at highs, which supported the entire Nasdaq technology sector. Amazon – the world's largest online retailer and cloud provider also delighted investors with strong results. In Q2, Amazon's revenue grew at a double-digit rate of 12% (to ~$142 billion), with both key segments – e-commerce and cloud platform AWS – showing firm growth. Stimulating consumer demand through loyalty programs ...

... portfolios, leading to unexpected market movements. Macroeconomic Events: Rates, Inflation, and PMI Central Bank Decisions Brazil (00:30 MSK): The Central Bank of Brazil will announce its interest rate decision on the night of Thursday. A hold on the key interest rate at 15%, a record high for the last two decades, is expected. Inflation in Brazil has dropped to around 5%, remaining above the target of 3%, which suggests the regulator will maintain a pause in its easing cycle. Any unexpected movement in rates by the Brazilian central ...

... credit overheating in the corporate lending market. As reported by the head of the department at the Central Bank, annual growth rates of loans in this sector remain high, exceeding 20%. This indicates that many companies are taking out loans despite the high key interest rate and the associated increase in borrowing costs. However, the central bank emphasizes that we have not yet reached a credit bubble, as measures have been implemented to curtail further growth. Why Is This Happening? High Interest Rates: The Central ...

... OPEC: Monthly Oil Market Report (14:00 MSK) The report will present updated estimates of demand, supply, and trends in oil markets. Comments on the global economy's impact on the oil market are expected. US: Consumer Price Index (November) (16:30 MSK) A key inflation indicator crucial for Federal Reserve policy. High values may strengthen expectations of further monetary policy tightening. Canada: Central Bank Rate Decision (17:45 MSK) Discussion of Canada's economic prospects and inflation. Rate changes may affect the Canadian dollar exchange rate. EIA US Oil Inventory Data (18:30 MSK) The official report on oil and petroleum product inventories often causes ...