... Investors Should Focus on on July 29, 2025 The day promises to be busy with both macro and microeconomic events. In the morning, markets will respond to the inflation expectation data from Europe and U.S. economic indicators (trade balance, housing market, consumer sentiment). These indicators set the overall tone; for instance, above-expected inflation expectations or strong employment data may fuel discussions about further central bank policies, potentially influencing investor sentiment. In the afternoon, the ...

... season in the U.S., Europe, and Russia. These statistical releases and reports from major companies will help determine market sentiment and adjust forecasts for stock performance. Below is a detailed overview of each day of the week (Monday to Friday) ... ... in the UK and Canada (Bank Holiday, Civic Holiday) – trading on these exchanges will not take place. 09:30 (Switzerland): Consumer Price Index (CPI) for July. A key inflation indicator in Switzerland that may impact the Swiss National Bank's policy ...

... the reports (e.g., cautious management forecasts) will likely be reflected in the decline of specific stocks. Overall, Friday's publications in the U.S. should confirm or adjust the current sector dynamics: advertising technology (Trade Desk) and the consumer sector (Kenvue) will serve as indicators of sentiment in their respective niches. Europe and Asia: Conclusion of the Season with No Major Releases **European markets** approach Friday without anticipated reports from the largest companies, as the main wave of publications occurred in the early ...

... edged up in July (to 88.6 points from 88.4 in June), although this remains below forecasts. This modest increase in business sentiment suggests that the largest economy in Europe is avoiding a deeper recession for now, although companies continue to exercise ... ... data emerged: in June, sales volume increased by about 0.9% m/m after a decline in May, raising hopes for the resilience of consumer spending despite high inflation. At the same time, the GfK consumer confidence index in the UK dipped slightly (to -19 ...

..., although analysts had anticipated a decline. This small increase in business confidence indicates that the largest economy in Europe is temporarily avoiding a deepening recession, although the level of optimism remains low. In the UK, in contrast, consumer sentiment statistics were moderate: retail sales in June rose by 0.9% month-over-month (following a decline in May), which raises hopes for household spending resilience despite high inflation; however, the GfK consumer confidence index fell slightly ...