August 1, 2025, promises to be a significant date for financial markets. On this day, several key economic events will be published, such as the Non-Farm Payrolls report and PMI data, which ... ... providing insights into the corporate sector's health across various industries. Such a wealth of information could set the tone for stock markets and investor sentiment. Asian Session: PMI in China Sets the Morning Tone The Asian morning of August 1 begins with ...

... significantly increased: as of late July, nearly 200 IPOs have taken place in the U.S. stock market since the beginning of the year, up about 80% compared to the same period in 2024. Successful debuts from several tech companies in the first half of 2025 have encouraged entrepreneurs and investors. For example, stock market debuts of fintech giants, such as Circle (issuer of the USDC stablecoin) and neobank Chime, were phenomenally successful – their shares soared in price, showing high demand among public investors. These high-profile IPOs are indicators of a resurgence ...

... in May is assessed as extremely low. Positive Scenario (Premium). Paradoxically, the price of USDT could also deviate upwards—this occurs when demand surges sharply, while arbitrage opportunities are temporarily constrained. For instance, if in May 2025 there is a sharp drop in the stock market or other crypto assets, and investors rush broadly to cash dollars, a portion of them will purchase USDT as accessible digital cash. In conditions where traditional channels are overloaded, USDT may trade at a premium, say $1.005–1.01, until ...

July 31, 2025, will be a pivotal day for financial markets, marked by significant economic events and corporate earnings reports. The markets are anticipating the release of inflation ... ... contraction in activity—a scenario already priced in by the market, suggesting a muted response to expectations. US – Natural Gas Stocks (17:30 MSK): The weekly EIA report on gas stocks will show the volume of gas injected into storage. Analysts anticipate ...

... consumer-focused firms can expect higher revenue and improved financial metrics in an environment of rising wages, which makes their stocks more attractive. Additionally, the banking sector stands to gain indirectly. As incomes rise, bank account balances and ... ... funding costs. Bonds (OFZ) and Inflation For institutional investors, rising wages by itself is not a direct driver for the bond market, but the accompanying macro conditions (inflation and central bank policy) are key. In 2025, when nominal incomes are climbing at a record pace, inflation is still elevated – the Bank of Russia is keeping its key ...