... backdrop for the day, impacting currency rates, commodity prices, and stock index movements. Key events for Tuesday, August 5, 2025: Australia – Services PMI (July) – 02:00 MSK. Japan – Publication of the latest Bank of Japan meeting minutes – 02:50 ... ... an easing of monetary policy: investors are now pricing in a high probability of a rate cut from the Federal Reserve at the September meeting. At the last meeting, the Federal Reserve maintained its rate, so any new comments from Fed officials could ...

... reminded that they have initiated a case against Gazprom GNP Sales LLC for reducing gasoline sales on the exchange in May-June 2025: AI-92 sales were decreased by 74%, and AI-95 by 50%. Currently, there are four antimonopoly cases being considered in regional ... ... oil processing installations included repairs at the Angarsk refinery in August-September and at the Komsomolsk refinery in September. The average monthly cumulative potential production capacity for gasoline at the Angarsk refinery and the Komsomolsk ...

... US for June – 17:00 Moscow time. Publication of corporate reports, including earnings results for Q2 and the first half of 2025 from several major companies (for example, Palantir and PJSC "Rostelecom"). Global Markets: Investor Expectations ... ... Policy and Central Bank Expectations: Market Sentiment Although the decision from the US Federal Reserve is not expected until September, markets are already revising their forecasts concerning monetary policy. Weak US labor market data for July has bolstered ...

... than a year ago: the market has gradually pulled back from the peaks of the energy crisis of 2022–2023. Multiple fundamental factors influence price dynamics: Increase in OPEC+ Production: The oil alliance is gradually ramping up supplies. In August 2025, the overall production quota for participating countries in the agreement was raised by another approximately 0.5 million barrels per day; a similar increase is expected in September. The easing of restrictions that began in the spring has led to a rise in global oil and oil product stocks, creating an oversupply in the market. Moderate Demand: The pace of global oil consumption remains low. The International Energy Agency ...

... levels, reflecting a gradual market correction following the energy crisis of 2022–2023. A number of key factors are influencing price dynamics: OPEC+ Production Increase. The oil alliance continues to steadily increase supply in the global market. By September 2025, the total production quota for agreement participants will rise by approximately 547,000 barrels per day, effectively lifting the remaining voluntary restrictions from the previous year. Since spring, OPEC+ countries have already restored a significant ...