... psychological factors. Meeting Between Putin and Trump in Alaska On the geopolitical stage, a key event of the day will be the meeting between Russian President Vladimir Putin and US President Donald Trump, taking place in Alaska. This summit has attracted increased investor attention as the outcomes of negotiations between the two leaders could impact global markets. Any statements, agreements, or, conversely, a lack of progress resulting from negotiations could cause sharp fluctuations in market prices. In particular, energy markets (oil and gas) and currencies of emerging countries might react strongly to news from Alaska, considering that discussion topics are likely to include sanctions, trade restrictions, and regional conflict resolutions....

... inflation may prompt Beijing to implement new measures—whether reducing rates by the People’s Bank of China or fiscal stimuli. News on this front will impact commodity markets and the currencies of emerging economies. US Inflation: The Consumer Price Index (CPI) report for July is set to be released next week. If inflation continues to slow, expectations of a Fed rate cut will increase, supporting the stock market; an unexpected spike in CPI, on the other hand, could revive hawkish sentiment and unsettle investors. Russian Factors: The trend of a strengthening ruble and corporate events in Russia. It’s crucial to see whether ...

... created a negative backdrop. However, high commodity prices and expectations for robust corporate results supported interest in oil and gas and commodity sector stocks. Meanwhile, geopolitical uncertainty and industry restrictions (sanctions) restrained price increases. Investors are awaiting the publication of earnings reports from leading issuers for the first half of 2025, and hopes for improved performance in the banking and consumer sectors add to the optimism. The high interest rate domestically has ...

... could exacerbate the situation. Key reasons for the slowdown: Weak domestic demand: High inflation continues to pressure purchasing power. Industrial decline: The manufacturing sector remains stagnant due to decreasing global demand and high energy prices. Geopolitical factors: Trade disputes and potential tariffs increase uncertainty. What investors should pay attention to: Sector-specific risks: Export-oriented companies may face additional challenges if tariffs are implemented. ECB: Monetary policy will be a key tool in supporting the economy, with an interest ...

... jurisdictions, and its high redundancy reduces vulnerability. Even if part of the fleet drops out, Russia will find a replacement—especially as rates rise and logistics become more expensive," Kasatkin noted. He added that the decision to lower the price ceiling to ~$47.6 is an important signal. This will increase the discount of Urals to Brent, especially if global prices rise. "However, the effectiveness of the ceiling depends on compliance: in reality, Russia and its buyers have long moved to over-the-counter trading with settlements outside the ...