... times, banks can maintain resilience. This is a positive signal for investors and an indicator of future trends in the global financial sector.» Conclusion The profits of Goldman Sachs and JPMorgan Chase have exceeded expectations, highlighting their resilience amidst economic challenges. Anticipations for the reports from Bank of America and Morgan Stanley are also high, particularly in the context of revenue growth from asset management and lending. The results from these banks will serve as a significant indicator ...

... shrink under high inflation and rising rates. In May, the figure unexpectedly grew by +0.3% month-on-month, but a repeat of such growth is unlikely. Weak data would confirm that British consumers are still cutting back, cooling expectations for rapid economic growth and potentially weakening the pound. Conversely, resilient sales may alleviate recession fears and support the market. 11:00 MSK – Ifo Business Climate Index in Germany (July). The largest survey of the business environment in Germany: a slight drop in the index from around 88.5 to 88 points is expected,...

... focused on long-term investments in resilient and strategically important industries. It is crucial for investors to monitor the actions of the Central Bank and government measures aimed at stabilizing the economy. Optimizing portfolios with a focus on resilient assets, high-yield bonds, and protective instruments can help navigate the current economic challenges and minimize risks. As long as the central bank maintains a high key rate, investors in Russian assets should balance the prospects for high interest yields with the risks associated with domestic demand and inflation.

... across global markets. Investors will focus on Eurozone inflation data and UK retail sales, offering insights into consumer behavior and price stability in Europe. In the U.S., industrial production and consumer sentiment data will shape expectations for economic resilience, while import/export prices shed light on inflationary pressures. China’s new home prices give a pulse on the housing market, and the Baker Hughes oil rig count will influence energy prices. Emerging market data from India and Brazil add ...

What awaits the global economy and financial markets in 2025? In their latest Macro Outlook 2025 report, experts highlight key trends, including slowing economic growth, inflation challenges, and prospects for various sectors. Find out which regions will demonstrate resilience, where the main risks lie, and which investment strategies will be most effective in the face of global uncertainty. Macroeconomic Forecast for 2025: Key Findings from the Macro Outlook 2025 Report The macroeconomic overview for 2025, presented ...