... Meta was able to restore revenue growth. The company reduced costs, focused on key applications, and invested in the development of its AI models (including the open release of the Llama model for researchers). All of this has returned some investor confidence—Meta's stock prices have significantly increased. However, the company’s future largely depends on whether it can continue to effectively blend its advertising core with AI innovations. Risks remain: competition for user attention is fierce,...

... alongside the rest of the market during a panic, it tends to recover losses faster than stocks. To some extent, cash can also be considered a defensive asset – holding part of your capital in cash or in a bank deposit. Having cash on hand instills confidence during any crisis. However, this approach has its downsides: during high inflation, cash quickly loses value. Thus, simply holding all assets in cash over the long term is unwise – investing them in productive ventures is essential. Defensive ...

... Demand and Trade Policy. Market participants are closely monitoring the global external trade situation. The U.S. has secured key trade agreements with the European Union, Japan, and several other partners, avoiding a full-scale tariff war and supporting confidence in demand resilience. However, from August 1, Washington has introduced new tariffs on imports from several countries (including India and Canada) that did not conclude agreements, adding uncertainty. Nevertheless, the global summer travel ...

... energy component of the agreement benefits both sides: the EU gains additional guarantees for gas and oil supplies, while the U.S. expands its markets and attracts capital as exports grow. The positive trade signals have translated into increased market confidence regarding stable demand. Concurrently, the U.S. administration continues to ramp up pressure on Moscow. President Trump has significantly shortened the deadline for achieving a ceasefire in Ukraine – the ultimatum given at the end of July ...

... The energy component of the agreement benefits both sides: the EU gains additional supply guarantees for gas and oil, while the U.S. secures expanded markets and capital influx from increased exports. This positive trading signal has reinforced market confidence in the stability of future energy resource demand. On the other hand, the U.S. administration continues to ramp up pressure on Moscow. In late July, President Trump significantly shortened the timeframe set for achieving a ceasefire in Ukraine ...