... in European markets, solidifying hopes for an easing of the ECB's stance, while an unpleasant surprise regarding prices will heighten nervousness. However, the pivotal value will be the US PCE index—the main "litmus test" for the Fed. If US inflation shows a sustainable slowdown, this will inspire optimism that aggressive rate hikes are behind and the economy is managing the price pressures adequately. In this backdrop, a decline in treasury yields and increased demand for stocks are likely,...

... infrastructure and construction. Demand for Pentair's solutions is growing amid increased attention to environmental standards and the modernization of utility systems, so a stable report is expected. Investors will look at margins and orders, particularly given inflation in raw materials and metals. Beyond those mentioned, numerous other US companies will report, including Halliburton (oil services), Philip Morris International (tobacco giant), MSCI Inc. (index and analytics provider), Avery Dennison (packaging materials manufacturer), and others. Collectively, these corporate reports ...

... the real estate market. Statistics on housing starts could influence the stock prices of developers and construction companies within the S&P 500 index and provide investors with insights into the state of consumer demand and credit conditions in the US. Canada: Inflation Indicators At the same time, at 15:30 Moscow time, the consumer price index (CPI) report for Canada for July will be published. Inflation in Canada is an important benchmark for the Bank of Canada and currency markets. If the growth rate of ...

... of weak data—investors are shifting towards defensive instruments in anticipation of a more dovish policy. This, in turn, weakened the dollar: the DXY index retreated closer to 99 points, and the EUR/USD pair rose into the $1.20 range. Meanwhile, inflation in the US continues to slow (the core consumer price index in June fell to ~3.3% y/y), giving the Fed more room to maneuver. Collectively, these factors support expectations that the regulator will shift its focus from combating inflation to stimulating the ...

... help hedge against inflation and financial instability. Portfolio Diversification: With debt policy instability, it is important to diversify your portfolio to include technology and resource companies that may be resilient to interest rate changes and inflation. The US national debt of $36 trillion is not only an economic statistic, but also an important signal for investors. As the debt burden rises, investors should closely monitor the actions of the Fed and Congress, which will influence market dynamics. In the ...