... optics/semiconductors. We look at demand in telecom/smartphones and margin trajectory. Other Regions and Indices: Euro Stoxx 50, Nikkei 225, MOEX Euro Stoxx 50 : as of August 12, there are few significant releases from blue chips; the tone is set by macro data (UK labor market, ZEW) and reactions to oil/currencies. Nikkei 225 / Japan : the reporting season for Q2 continues; releases from a number of industrial and consumer companies, including manufacturing groups and auto components, are expected. MOEX ...

... numerous factors capable of setting the tone for the markets. Key economic events and the publication of corporate reports on this day will provide investors with valuable insights into the state of the economy and business. The market's reaction to the macro data and financial results will show how well the current expectations of market participants are justified. Investors in the CIS countries should closely monitor these events, as they provide a foundation for decision-making. A careful analysis of incoming ...

... prompted a reassessment of expectations regarding the Federal Reserve's interest rates, which helped partially stabilize sentiment on Monday. The Japanese Nikkei 225 index and other Asian indicators are showing cautious growth in anticipation of fresh macro data. European markets, such as the Euro Stoxx 50 index, are preparing to open with modest gains after a moderate uptick the day before. Futures for U.S. indexes indicate a restrained start to trading ahead of the release of key statistics. Fed and Central ...

... prioritization from investors. Despite the abundance of short-term factors, it's crucial to remember long-term trends. If current data point to declining inflation and central banks' caution, this creates a positive background for markets in the medium term.... ... their strategies. Market analysis shows that diversification and a measured approach pay off: an unexpectedly weak report or macro indicator in one sector (for example, in real estate or IT) won't crash an entire portfolio if assets are spread across ...

... of weak growth and persistent inflation—emerge. Powell emphasized that further actions by the Fed would depend on incoming data, and important statistics regarding the labor market and prices (PCE, CPI) are due before the next meeting. Nevertheless,... ... setting a positive tone for the start of the week. Europe: Business Sentiment and Trading Cessation in London In Europe, the main macro indicator of the day is the Ifo business climate index in Germany . The index for August is expected to remain close to ...