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Key Takeaways from Putin's Address at SPIEF 2025 – Essential Signals for Investors
... Dependence:
The head of state emphasized the qualitative changes in the economic structure. The previous model, based on resource exports, is becoming a thing of the past. The contribution of the resource sector is no longer a determining factor—in fact,... ... to create a unified digital national platform in logistics and freight transportation. This platform should connect shippers, carriers, and recipients, enhancing the transparency and efficiency of transport chains.
Putin also mentioned legislative initiatives ...
Macroeconomic Events and Quarterly Reports of Major Companies on July 22, 2025: Reports from Coca-Cola, RTX, Equifax, SAP, UniCredit
... (brands include Kenworth, Peterbilt, etc.). The PACCAR report is interesting as a gauge of demand for freight transport and carriers' investments in updating their fleets. An increase in truck sales and orders for new models signals a revival of trade ... ... significantly worse than analysts' expectations. The company attributed the decline to weak demand for memory chips and the effect of US export restrictions on the supply of high-performance chips to China. This signal from the world's largest chip manufacturer has ...
Economic Events and Company Earnings – Thursday, July 31, 2025: U.S. Inflation, Central Bank Rates, Reports from Apple and Amazon
... alleviate price pressure. Overall, gas data have a pinpoint effect, primarily impacting the energy sector and the currencies of LNG exporters.
Geopolitics: UN Security Council Meeting on Ukraine
On Thursday, the UN Security Council will hold a meeting in New ... ... for cruises and increasing cabin prices, while profits are projected at ~$0.50 per share (compared to $0.38 a year ago). The carrier has returned to sustainable profitability after a challenging pandemic period, and shareholders will be primarily interested ...