.... 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 ... ... and EIA data show U.S. energy supply-demand balance. Recommendations: Lower inventories could push oil prices up, benefiting ruble and Russian oil firms. U.S. Unemployment and PMI Data Why it matters: Strong data supports a hawkish Fed policy, likely raising the dollar and impacting risk assets. Recommendations: Strong data could suggest dollar strength vs. ruble. Weak data might favor ...

... in Western banks are centered around questions of resuming trade with Russia and the potential for freely operating with the ruble once again. This possible shift in policy presents significant prospects for both the Russian and global markets. Let's ... ... Changes The sanctions imposed against Russia in recent years have limited access for Russian companies and financial institutions to Western capital markets and technologies. This has hampered investment activities and currency exchange, particularly within dollar and euro zones. However, with Trump's victory, some experts and representatives from Western banks see potential opportunities ...

... Western capital markets and technology. This has complicated investment activities and currency exchange, particularly in U.S. dollars and euros. However, with Trump’s victory, some experts and representatives from Western banks now see an opportunity ... ... reevaluating these restrictions, potentially reopening trade and expanding financial operations with Russia. Market Reactions to a Potential Sanctions Easing Traders’ Response Just a day after the election, Western traders began discussing renewed trading possibilities with Russia, especially in rubles, which have continued to be used for some offshore transactions despite sanctions. An easing of sanctions could bring the ...

... increases. In turn, accelerating inflation affects competitiveness: prices for export goods are rising faster than in other countries, negatively impacting the trade balance. Inflation undermines trust in the national currency: citizens and businesses look to convert their savings into dollars, euros, or other reliable assets. Capital outflows weaken the ruble and create additional stress for the economy. Finally, inflation impacts social stability. Sharp price increases often lead to a decline in living standards, growing public dissatisfaction, and protests, especially when wages do not keep pace with ...

The Central Bank of Russia has made a significant decision by lowering the key interest rate to 18%. This event marks the beginning of a new cycle of monetary policy easing. Economists and financial market experts anticipate ... ... projections for 2025–2026 indicates a softer policy trajectory than previously assumed, due to the reduction of inflationary risks. Ruble Exchange Rate and Financial Markets Following the rate cut, the ruble maintained stability: the dollar exchange rate on the Moscow Exchange remained around 77–79 rubles. This outcome was anticipated, as the easing of policy ...