... higher than analysts expected. The main reason was a jump in commodity prices, including oil and metals, due to the global economic recovery from the COVID-19 pandemic. The rise has fueled inflation concerns, pushing down bond yields and correcting tech stock prices. For investors, the situation has highlighted the importance of tracking PPI as an early signal of changes in the economic environment.

... remaining weak (for example, around -15 points) or declining further, it will confirm European consumers' caution, posing risks for weak demand in the latter half of the year. In equity markets, a weak consumer sentiment could reflect negatively on the stock prices of retailers and auto manufacturers sensitive to consumer spending. Conversely, signs of recovering confidence could support the euro and shares of consumer sector companies. USA: Labor Market and Industrial Production American data at 15:30 MSK ...

... second half of 2025 in a state of relative balance but with clear signals of upcoming changes: Oil Market: remains relatively stable due to producer coordination, yet it is sensitive to economic risks. European Gas Market: approaches winter with record stocks, decreasing fears of sharp price spikes. Russian Fuel Market: is increasingly regulated by the state; such "manual" measures will likely become a norm in the near future to prevent crises. Global Energy Transition: renewable energy is breaking records in growth while ...

... slowing (to around 7–8% YoY), the ruble remains relatively strong, and weak domestic demand creates conditions for easing monetary policy. If the Central Bank of Russia meets expectations and lowers the rate, it could stimulate the growth of bond prices and stocks on the Moscow Exchange. However, an unexpected pause or cautious rhetoric in the statement could disappoint markets, leading to a strengthening of the ruble and corrections in rate-sensitive sectors. 15:00 MSK – Press conference of the head of ...

... preliminary weekly estimate of commercial oil/gasoline/distillate inventories, setting the tone ahead of the official EIA statistics on Wednesday. Agricultural Markets: WASDE Report Corn, Soybean, Wheat — updates on yield, planting areas, and ending stocks. Any tightening of balances reflects on prices, logistics, and producer profitability. Trade Flows — adjustments to export/import for key regions shape traders' and processors' margin expectations. Europe: UK Labor Market and ZEW Index for Germany United Kingdom : unemployment and wage dynamics ...