... The current situation is reminiscent of 2000, when overheated dot-com stocks eventually collapsed. If the market overheats, the subsequent correction could be painful for retail investors. Fed policy and its impact on the market If the Fed does not cut rates as quickly as investors expect, the stock market may react negatively to the tightening of policy. Tough decisions by the regulator could lead to massive sell-offs, especially among speculative assets. Increased volatility and possible corrections ...

... labor market and GDP growth amid ongoing inflation risks, this signals a potential rate hike at the next meeting. Conversely, softened rhetoric and emphasis on slowing inflation could be interpreted as dovish, suggesting a prolonged pause or even a rate cut. The Australian dollar typically reacts sensitively to such nuances: firmer language supports the AUD, while softer language exerts pressure on it. Today's protocol indicated that the regulator is concerned about the gap between low unemployment and ...

.... While fuel oil and diesel continue to dominate Russian petroleum exports, the increased gasoline exports amidst production cuts heighten the risk of shortages in the domestic market. In spring and summer 2024, the Russian fuel market entered another ... ... May 7 to July 8, reached 2.5%, compared to just 0.8% from March 5 to May 6. Diesel fuel prices also accelerated, with growth rates increasing from 0.9% to 1.3%, according to Rosstat. Unspoken Market Constraints Oil companies have incentives to raise ...

... For the Fed, the combination of steady growth and elevated price readings in the service sector presents a policy dilemma. On one hand, the lack of any severe economic slowdown gives the Fed room to pause and assess incoming data rather than rush into rate cuts. On the other hand, the sticky inflation signals from the services PMI reinforce the case for remaining cautious and potentially keeping interest rates at a restrictive level until there is clearer evidence that inflation is on a sustained downward ...

... Kasatkin Consulting. Nonetheless, industry analysts believe that this figure will rise by 19% the following year. The growth in budget revenues is expected to be influenced by a reduction in the discount for Russian oil and possibly a central bank interest rate cut to 10-12% by the end of 2026, experts suggest. An overview of the future trajectory of the Russian oil and gas sector is included in the material by “Izvestiya.” How Russia's Oil and Gas Revenues Will Decline in 2025 This year, Russia's oil and ...