... would lower borrowing costs and support high stock valuations. Even cyclical sectors sensitive to economic conditions (industrials, materials) managed to post gains on hopes of stimulus measures. It is worth noting that the macroeconomic backdrop in the US remains relatively favorable. Inflation continues to slow—year-on-year growth in the consumer price index hovers around 2.7%, approaching the 2% target. The labor market is showing signs of cooling: recent data revealed an unemployment rate rise to ~4.2% and the lowest growth in ...

... pessimistic view of the economic outlook, and such a drop in optimism could foreshadow a reduction in consumer spending in the coming months. Concurrently, consumer inflation expectations will be published (University of Michigan survey), reflecting what inflation the US population anticipates over the next year. The Federal Reserve pays close attention to inflation expectations. If Americans' inflation expectations remain moderate or decrease, it will reaffirm public trust in the Fed's actions and can be interpreted ...

... measures for China's economy. Weak inflation may prompt Beijing to implement new measures—whether reducing rates by the People’s Bank of China or fiscal stimuli. News on this front will impact commodity markets and the currencies of emerging economies. US Inflation: The Consumer Price Index (CPI) report for July is set to be released next week. If inflation continues to slow, expectations of a Fed rate cut will increase, supporting the stock market; an unexpected spike in CPI, on the other hand, could ...

... response to current economic conditions. In this article, we will analyze how these events will impact financial markets and what conclusions can be drawn from corporate earnings reports. Economic Events and Company Reports – Thursday, July 31, 2025: US Inflation, Central Bank Rates, Financial Results from Apple and Amazon The last trading day of July is set to be eventful: investors from the CIS are closely monitoring significant economic events and a series of corporate reports. On Thursday, July ...

... which is 0.5–1% below recent peaks. The pressure on the precious metal was fueled by increased investor interest in risk assets and a moderate strengthening of the US dollar amidst optimism regarding trade. Furthermore, strong employment data from the US reduced expectations for an imminent Fed rate cut, causing Treasury yields to rise – making gold somewhat less attractive in the short term. Nevertheless, the fundamental factors supporting gold remain unchanged. Inflation in Western economies still exceeds central banks' target benchmarks, geopolitical tensions remain high, and central banks could shift toward a softer policy if economic growth slows. In such an environment, gold continues to serve as a "safe ...