... rise in trading volumes indicate a bullish sentiment in the medium term. However, risks remain high: Bitcoin’s volatility significantly exceeds that of traditional assets, and sharp declines during corrections are not uncommon. Nevertheless, amid expectations of sustained inflation and a weakening dollar, Bitcoin is increasingly seen as part of a diversified portfolio – a sort of “anti-dollar” asset complementing bond and stock classes. In conclusion: persistently high inflation, alongside mounting deficits and debt,...

... the Reserve Bank of Australia, and Elderson and Lane from the ECB are scheduled to speak. Impact on U.S. and Europe: The U.S. market closure may reduce global market liquidity, potentially increasing volatility. Eurozone consumer confidence and German inflation data can influence ECB policy expectations and the euro's value. Friday, November 29 09:00 GMT: Switzerland – GDP for Q3 2024. 10:00 GMT: Eurozone – Preliminary CPI for November. 10:30 GMT: UK – Bank of England (BoE) Meeting Minutes. 13:30 GMT: Canada – GDP for Q3 2024. ECB ...

... countries. Emerging markets such as India, Southeast Asian countries, and Latin America are primarily driving growth, benefiting from faster recovery in economic activity supported by domestic demand and export opportunities. Inflation and Monetary Policy Inflation in 2025 remains above target levels in many countries, despite central banks' efforts to curb it. Further rate hikes are expected in regions like the United States and the Eurozone, while China and some emerging markets maintain a dovish monetary policy to stimulate economic growth. Global Imbalances Rising public debt: Many countries continue to borrow to support their ...

... sector anticipates the monthly OPEC report and the EIA short-term outlook, while the agricultural markets are awaiting the August WASDE report. On the corporate side, a dense pool of reports from technology, biotech, and consumer companies in the U.S. is expected, alongside releases in Asia and on MOEX. Investors must evaluate the data in context: U.S. inflation ↔ Treasury yields ↔ dollar ↔ oil/commodities ↔ risk appetite. Macroeconomic Calendar (MSK) 07:30 — Australia: RBA interest rate decision. 09:00 — United Kingdom: unemployment rate (June). 12:00 — Germany: ZEW economic expectations ...

The Central Bank of Russia expects GDP growth to slow to 2–3% in the fourth quarter of 2024, due to tighter monetary policy and high inflation. These measures could significantly affect the business climate, consumer activity, and investment strategies. In this article, I examine the reasons for the slowdown, analyze its implications for business, and share my opinion on how to adapt ...