... fields of AI and semiconductors, investing in infrastructure and restricting access for Chinese companies to critical components. However, DeepSeek's success might call the effectiveness of this strategy into question. Possible Consequences for the US Stock Market Experts warn that the threat from DeepSeek may result in: A decline in the stock prices of American tech companies, especially those whose business models depend on the production and sale of high-tech chips. Increased competition in the ...

... will help navigate the risks and opportunities these events present for your investments and what to pay attention to on the exchanges. Macroeconomic Events Central to the day are macroeconomic publications that could set the tone for trading on the US stock exchange and worldwide. In the morning, several data releases from the US will come out: at 15:15 Moscow time, the ADP employment report for the private sector is expected, which may show a recovery in job growth after a weak June (forecasts suggest ...

... bustling day for financial markets. Investors from the CIS countries are focused on both macroeconomic events and the wave of corporate results for the second quarter. The spotlight is on signals from central banks and statistics that could affect the stock market, as well as reports from major companies in the US, Europe, and Asia. Important data from Australia is scheduled for early morning release, followed by speeches from the heads of the Bank of England, the Fed, and the ECB during the day, with business activity indexes and oil statistics set to be released ...

... continues to slow (the core consumer price index in June fell to ~3.3% y/y), giving the Fed more room to maneuver. Collectively, these factors support expectations that the regulator will shift its focus from combating inflation to stimulating the economy. US stocks remain overall in positive territory for the month, but volatility has increased. Sectors sensitive to the economic cycle (such as industrials and commodities) have come under slight pressure due to recession fears. Meanwhile, the technology sector ...

... year and significantly lower than last year: this is aided by relatively inexpensive oil ($70 compared to over $100 a year ago) and the redirection of petroleum product imports (the EU has established diesel supplies from the Middle East, Asia, and the US instead of Russian sources). Gas stations in the EU are gradually lowering prices for end consumers as more expensive stocks purchased last winter are replaced with cheaper batches. Nevertheless, high taxes and levies in Europe keep gasoline expensive for the populace (in major EU economies, prices are maintained in the range of €1.6–1.8 per liter). Overall, the ...