... Developing countries, particularly the Mexican peso and Brazilian real, are expected to face significant pressure. Outlook for Major Economies United States: GDP Growth: 2.0% in 2025 (down from 2.7% in 2024). Inflation: 2.6% in 2025. Policy: Ongoing tax cuts and encouragement of domestic investments. Eurozone: GDP Growth: 0.9%. Continued easing of rates by the European Central Bank is anticipated to support the economy, although it will not mitigate the impacts of American tariffs. China: GDP Growth: 4.0% (down from 4.6% in 2024). Key Challenges: New U.S. tariffs, weak domestic demand, and ineffectiveness ...

... Policies: Market Expectations The focus remains on the monetary policy of leading central banks. Weak U.S. labor market data for July has heightened expectations for an easing of monetary policy: investors are now pricing in a high probability of a rate cut from the Federal Reserve at the September meeting. At the last meeting, the Federal Reserve maintained its rate, so any new comments from Fed officials could adjust market expectations. Early Tuesday, the minutes from the latest Bank of Japan meeting ...

... Deere's results traditionally serve as an indicator of investment activity in the real sector: high sales of tractors and combines indicate the prosperity of farmers and the construction sector, while weak indicators may suggest that businesses are cutting equipment expenses in the face of rising costs and rates. Applied Materials (AMAT) – one of the world's largest manufacturers of semiconductor equipment – will present its financial results for Q3 2025 after the market closes. Applied Materials' earnings report could influence sentiments in the technology ...

... household prosperity. Higher wages improve housing affordability: more families can save up for a mortgage down payment or expand their budget for buying property. In the short term, high interest rates make mortgages costly, but the expectation of future rate cuts, combined with income growth, sets the stage for an upswing in the housing market. In the medium term, demand for housing is expected to increase, and the market for new developments should revive as household purchasing power rises. Investment in ...

... combined production quota by 547,000 barrels per day starting in September. This means an early termination of the voluntary cuts implemented at the end of 2023 (when the group of countries voluntarily limited production by a total of 2.2 million bpd).... ... beginning of the year. Despite the imposition of the export ban, fuel prices at gas stations are gradually increasing, although the rate of price growth has slowed compared to June peaks. To stabilize the situation, the government is implementing budgetary support ...