... Chinese Policy: Possible additional stimulus measures for China's economy. Weak 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 ...

... estimate of the manufacturing PMI, confirming the sector's status at the start of Q3. Overall, Asian macroeconomic signals will set the backdrop for the trading day. Europe: Inflation in the Eurozone and Industrial Trends As the day unfolds in European markets, attention will shift to inflation and industrial data. **Eurostat** will release the preliminary estimate of inflation in the Eurozone for July (flash CPI) around 12:00 MSK. It is expected that the annual growth of consumer prices will remain around 2%, with Core CPI exceeding the European ...

... key reports from X5 Group and VK Company will reflect the state of domestic consumer demand and the technology sector. Positive forecasts or improvements in margins may drive growth in the stocks of these companies. Overall, a combination of stable inflation and robust corporate earnings will create a favorable backdrop for the markets, whereas weak indicators or unexpected deterioration in data will require a more cautious approach and adaptable investment strategy.

The Central Bank of Russia expects GDP growth to slow to 2–3% in the fourth quarter of 2024, due to tighter monetary policy and high inflation. These measures could significantly affect the business climate, consumer activity, and investment strategies. In this ... ... infrastructure and social projects are postponed until a later date. Decrease in export revenues Sanctions and restrictions on world markets have affected the volume of Russian exports, which has reduced the inflow of foreign exchange earnings. For many Russian ...

... throughout the day – ranging from consumer sentiment in the UK to business climate in Germany to durable goods orders in the US. The central event for the Russian market will be the decision of the Central Bank of Russia regarding the key rate, with market participants expecting further easing of policy in the context of declining inflation. Additionally, a number of notable corporate reports will be published in the USA, Europe, Asia, and Russia, providing insights into the health of various sectors, from consumer demand to natural resources. Macroeconomic Events for July 25 All day – second day of the EU-China summit in Beijing. Leaders of the European Union and China continue negotiations ...