In 2025, new tariffs from Trump are expected to significantly alter U.S. trade policy and impact the global economy. These import duties may become part of an active trade war that began back in 2018. Investors should prepare for new challenges. We will analyze how these tariffs will affect product prices, complicate market access for foreign players, and what strategies investors can adopt in the face of protectionism and sanctions. Given the complexity of the situation, it is crucial to understand...

... стабильного внутреннего потребления. Корпоративные события В премаркете и после закрытия торгов выйдут отчёты и заявления от компаний: Winnebago Industries и Sachem Capital Corp — публикации ожидаются до открытия торгов X5 Retail Group — День инвестора в 17:00 мск SFIN ЭсЭфАй — отчётность по МСФО за 2024 год ...

... Investors considering the banking sector as part of their portfolio should be prepared for changes in the returns of bank stocks and bonds. The introduction of the countercyclical capital buffer may enhance the attractiveness of other sectors such as industrial companies, energy, and telecommunications. The Central Bank of Russia's decision to introduce the countercyclical capital buffer is aimed at stabilizing the financial system and preventing risks associated with overheating in the credit market....

... build gas reserves, which can help stabilize supplies in the event of disruptions. Alongside this, EU countries are developing energy efficiency programs aimed at reducing gas consumption. Improving energy efficiency, especially in the residential and industrial sectors, can significantly decrease reliance on imports. Outlook and Challenges for Europe Despite the EU's efforts in diversifying supplies and building reserves, there remains a likelihood that a cold winter or sudden spikes in demand could ...

In recent months, Russia's big business has been actively pushing for changes in the country's monetary policy, calling for the government to be given the right to influence the Central Bank's decisions. The high key rate, which has reached 21%, puts companies in front of a difficult choice, limiting access to financing for investment and development. In this article, we will discuss how the proposal to change the law on the Central Bank may affect the Russian market, what prospects it opens up for...