... low unemployment will increase the probability of maintaining a hawkish policy, while signs of economic slowdown will lead the regulator to consider pausing. At 17:00 MSK, the monthly figure for pending home sales for July will be released. This indicator ... ... Industry: Gas Reserves and Kansas Fed Index In the second half of the day, attention will turn to the raw materials and industrial sectors. At 17:30 MSK, the US Department of Energy will publish statistics on natural gas inventories for the week, demonstrating ...

... structure. The previous model, based on resource exports, is becoming a thing of the past. The contribution of the resource sector is no longer a determining factor—in fact, its influence on economic dynamics has become negative. This indicates that ... ... efficiency of transport chains. Putin also mentioned legislative initiatives for the digital economy. According to him, the regulation of offline trade is largely outdated and does not reflect current realities, where online platforms play an increasingly ...

... involved in sustainable technologies, IT, and pharmaceuticals maintain high growth potential. Simultaneously, stocks in defensive sectors, such as consumer staples, offer stability amid high market volatility. Gold and Commodity Assets Gold, traditionally ... ... conflicts and migration crises increase uncertainty. Regulatory Changes Many countries are tightening environmental and financial regulations, requiring adjustments to business strategies and investments. For instance, new carbon emissions rules in the EU ...

... result in serious consequences for the global tech market. Companies producing expensive chips, such as NVIDIA, AMD, and other sector leaders, may face a loss of market share. Economic and Geopolitical Risks The potential success of DeepSeek poses a threat ... ... April is estimated at 16%. This forecast reflects current uncertainty regarding the approach of American authorities toward regulating foreign technologies, especially from China, amid rising tensions in the economic and technological relations between ...

... influencing global financial markets will be released. The July 2025 PMI index is expected to reflect the state of the manufacturing sector in the USA. Additionally, data on the country's trade balance for June 2025 will be presented, serving as a key indicator ... ... Ministry of Finance and the Central Bank of Russia regarding currency operations volumes under the budget rule for August. If the regulator resumes significant foreign currency purchases to replenish reserves, the ruble may come under pressure. Conversely,...