... capital management approaches, investment strategies, and recommendations for both retail and institutional investors. Macroeconomic Landscape of 2025 1. Inflation and Monetary Policy Central banks in developed countries will continue their fight against inflation, reflected in cautious adjustments of interest rates. In the US, the Federal Reserve is expected to stabilize rates, creating a favorable environment for moderate economic growth. In Europe, the European Central Bank will adopt a more conservative stance due to ongoing energy risks. In developing markets, central bank policies will depend ...

... allowed actions. On the other hand, it distances the resolution of the price growth problem, which car owners face regardless of oil prices, inflation dynamics, or the automotive market situation. As Gusev notes, it is not entirely clear why gasoline is expected to lag behind the inflation growth rate in the country. As a result of the Central Bank's key rate increase, oil companies’ costs have risen at every stage: extraction, processing, and marketing. This trend applies to other sectors of the economy as well. Gusev believes ...

... 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 adjust market expectations. Early Tuesday, the minutes from the latest Bank of Japan meeting will be available. Investors will analyze it for discussions about potential changes to ultra-loose policy against the backdrop of rising inflation and yen volatility. Any hints at a more "hawkish" stance could influence the yen's exchange rate and sentiments in Asia. Business Activity and Foreign Trade: Macroeconomic Signals Tuesday will see the release of a large block of Services ...

... Positive growth figures may signal resilience in key sectors, while weaker results could heighten concerns over the impact of inflation and high borrowing costs. The Eurozone’s industrial production data will provide insights into the health of manufacturing,... ... weak data might amplify concerns about economic stagnation. United States: The Baker Hughes rig count will be a key driver of expectations for U.S. energy production. Changes in the rig count often precede shifts in oil and gas supply, influencing commodity ...

... potentially weakening the dollar's value and affecting commodity and financial markets worldwide. Inflationary Pressures Financing debt and economic stimulus programs with borrowed funds could fuel inflation. As debt accumulates and interest rates rise, inflation expectations may intensify. Should inflation continue upward, the Fed may need to raise rates even further, which would add to debt-servicing costs and restrict borrowing for businesses and consumers. Budget Constraints and Slower Economic Growth A significant ...