... Markets typically price the likelihood of extreme events as very low, but the estimated 17% probability of a nuclear incident this year by some analysts indicates that the risk is non-zero. An unexpected crisis could trigger panic selling on exchanges and capital fleeing to protective instruments. Defense Industry: The modernization of nuclear forces and a new arms race mean increased defense budgets in many countries. Major defense contractors (rocket and space corporations, submarine producers, control ...

... technology sector (Cisco report), industry (Deere), and consumer market (JD.com, Tapestry) will provide essential benchmarks for corporate profits. Investors should monitor how companies’ reports meet elevated expectations—any surprises could lead to capital reallocations between sectors. Additionally, the geopolitical backdrop must be considered: the meeting between Putin and Trump at the end of the week may introduce extra volatility. Any agreements or, conversely, arising disagreements between ...

... global aviation—airlines are actively returning fleets to operation, leading to increased demand for engines and parts. If financial results exceed forecasts (e.g., EPS closer to $1.6–1.7, revenue >$550 million), it will confirm FTAI's effective capitalization on market conditions. It is important to hear from management about plans to expand the fleet of leased engines and long-term contracts with carriers. Potential reaction: FTAI shares have already risen significantly this year, so a truly ...

... 2025 год станет годом "инфраструктуры" и "фундамента", а не рыночного хайпа и ценовых скачков. Подобное мнение разделяют и в Pantera Capital, где прогнозируют возвращение фокуса на проекты с сильной фундаментальной базой, что контрастирует с текущей ориентацией рынка на хайповые ...

... Equinor, выигрывающая на поставках газа. Наибольшее снижение ожидается у компаний с высокой долей нефтепереработки, подчеркивают аналитики RBC Capital Markets. #нефть #газ #переработка #Европа #финансы ОПЕК+ пока молчит на призыв Трампа снизить нефтяные цены Картель не отреагировал на заявление ...