... euro-to-dollar exchange rate (a strong euro may restrain exporters). Nikkei 225 / Japan: Japan's quarterly earnings season is nearing its end as August approaches, and most major companies reported at the beginning of the month. However, investors continue to monitor individual releases from mid-sized industrial and consumer companies, as well as the macro backdrop. Preliminary PMIs for Japan in August, released early in the morning, could influence Nikkei 225 dynamics the following day: improvements in indicators ...

... demand for riskier assets, including digital currencies. Further influx of institutional capital (via the launch of ETFs and issuance of tokenized products) creates a solid basis for the growth of the sector's capitalization. It is also important to monitor the actions of regulators and innovations in DeFi and Web3. Experts believe that projects with real utility, strong fundamentals, and active communities will remain in the focus of investors. Overall, positive market dynamics persists against ...

... Simultaneously, the commodity segment of the Russian market feels secure due to relatively high prices for oil and metals: although global quotes have corrected, they remain at comfortable levels for Russian exporters. Investors in the CIS region continue to monitor the external backdrop—sanction risks and commodity price dynamics remain key factors. Nevertheless, the overall picture in the Russian market at the beginning of August is characterized by a reduction in uncertainty: a more accommodative CBR ...

... gradually decline, and the overall PMI index is returning to growth, indicating a balance of risks. In such a case, the rhetoric may tilt towards a softer approach: the ECB would be ready to "pull back on the brakes" less aggressively, closely monitoring further data. Investors would interpret such comments as a hint at a pause in rate hikes (at least at the next meeting). This could trigger a rally in the bond market (yields would go down on expectations of a relaxed ECB stance), and European ...

... American Petroleum Institute (API) report on oil and petroleum product inventories in the US will be released. While this data does not constitute official government statistics (official figures are published by the EIA on Wednesdays), oil traders closely monitor the API as it provides an early signal. This time, the attention to the API report is heightened: last week, a record rise in commercial crude oil inventories was recorded – according to the API, inventories increased by more than 19 million ...