... the U.S. face high seasonal energy demand. Monitor price fluctuations in natural gas futures. Currency Markets: The ECB’s decisions and U.S. inflation data will be key drivers of euro and dollar dynamics, influencing global currency strategies. Bond Markets: ECB forecasts and PPI data will impact bond yields in both Europe and the U.S., with implications for fixed-income investors. Consumer Sector: Corporate earnings from Costco and RH will provide insights into consumer behavior during the holiday season and ...

... healthcare sector. Aon plc – the global giant in insurance and risk management showcased double-digit growth. Aon’s revenue in Q2 rose by 11% year-on-year (to $4.2 billion), and adjusted earnings per share increased by 19%, exceeding analysts’ forecasts. The company notes high demand for insurance brokerage and consulting services: despite market volatility, corporate clients continue investing in risk management. An additional growth factor was high interest rates, allowing Aon to earn more from investing insurance reserves. The strong report reinforced confidence that the insurance business ...

... Orders statistics for the US for June – 17:00 Moscow time. Publication of corporate reports, including earnings results for Q2 and the first half of 2025 from several major companies (for example, Palantir and PJSC "Rostelecom"). Global Markets: Investor Expectations and Forecasts As a new week begins, cautious sentiments prevail in global financial markets. In Asia, there is a restrained dynamic: key indices, such as the Japanese Nikkei 225, are declining following a sharp drop on Wall Street last Friday. European markets ...

... equities, bonds, and alternative assets. Pay attention to ESG investments, which will be a primary driver of returns in the coming years. Invest in technologies that provide high returns even amidst volatility. Avoid excessive concentration in a single market or asset class. Goldman Sachs Asset Management's forecast emphasizes that the year 2025 will bring both challenges and new opportunities for investors. Sustainable development, technological advancement, and effective risk management will play key roles. In times of instability, flexibility, diversification,...

... on the US retail sector — results from Walmart and Target will show the state of consumer demand, setting the tone for retailer stocks. Strong reports will indicate household spending resilience, while weak ones will heighten recession fears. After market close, attention will shift to the tech sector: forecasts from Palo Alto Networks (cybersecurity) and Zoom (communications) will be indicators of corporate IT spending. Volatility in individual stocks may be high, but overall, the earnings season is nearing completion, and surprises from specific companies ...