... production cut agreements. Publication of corporate reports, including second quarter and first half of 2025 results from several companies (e.g., TGC-1 and Safmar Financial Investments (SFIN) ). Completion of the tax period in Russia, which may impact export revenue sales volumes and the dynamics of the ruble exchange rate. Expectations for the upcoming meeting of the U.S. Federal Reserve ( Fed ) later in the week, shaping forecasts on interest rates and inflation. Global Markets: Investor Expectations ...

... Geopolitical Importance Why it matters: Discussions at the G20 Summit often drive international economic strategies, with topics on Ukraine, European stability, and the U.S. post-election landscape. Recommendations: Watch for statements on sanctions, energy exports, and global trade. Oil prices and the ruble could react to any hints of sanction relief. Inflation Data from EU, Canada, and UK Why it matters: High inflation in major economies can impact euro, pound, and CAD rates. Recommendations: Look for ...

... Severstal – one of the largest steel producers in Russia. The company is expected to report financial results for Q2 (IFRS), which will provide insights into the state of the metallurgy sector: steel production levels, prices for rolled metal, and export volumes. In the first half of 2025, global steel prices remained relatively stable, while domestic demand in Russia was moderate. If Severstal reports solid profits and margins, it will confirm the industry's adaptation to sanctions and redirection ...

... Trump's ultimatum has already affected oil prices — in recent days, Brent and WTI quotes have risen due to expectations of potential disruptions in the supply of Russian crude. If secondary sanctions from the U.S. are imposed, they could complicate the export of Russian oil and petroleum products, which would reduce global supply. This, in turn, could support the rise in energy prices. Investors in the oil and gas sector should take into account that the geopolitical factor is currently coming to the ...

... (Mountain Day): Financial markets in Tokyo are closed, leading to reduced trading volumes during the Asian session and potentially lowering global volatility at the start of the week. 16:00 (Russia) – Trade Balance for June: Statistics on Russia's exports and imports. A surplus or deficit in the trade balance signals currency flows into the country and may affect the ruble's exchange rate. A sustained surplus supports the ruble, while decreased exports may weaken the national currency. Corporate ...