... often precedes consumer price trends. A slowdown in PPI growth or a reduction compared to the previous month will signal weakening inflation pressure in the future, which markets will perceive positively. Conversely, an unexpected spike in PPI would indicate sustained inflation in the production chain and could raise concerns for the Federal Reserve. This release is significant for the stock market as it impacts rate expectations: a lower PPI will strengthen hopes for a quick easing of Fed policy, while a high reading could trigger ...

... 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 will provide important benchmarks for the state of the US economy. Weekly initial jobless claims remain an operational indicator for the labor market. In recent weeks, this figure has hovered around moderate levels, indicating still resilient demand for labor. If the number of claims does not change significantly (or suddenly rises), market participants will draw corresponding ...

... of gasoline towards domestic needs. The embargo is officially imposed until August 31 inclusively, but authorities do not rule out extending the restriction into September if necessary. Financial Dampening and Trade Control. Monitoring of petroleum product trading has increased; the government is utilizing the damping mechanism more actively—it limits excess profits from fuel exports. If the alternative export price significantly exceeds the baseline indicative price, budget payments to oil companies are reduced, decreasing the incentive to send fuel to the external market. This approach motivates producers to saturate the domestic market. Simultaneously, there are plans to raise mandatory sales norms ...

... investor trust in the sector. Rosneft reported successful advancement in key production projects. In Eastern Siberia, the company has brought a new oil field to its design capacity, launched under the strategic project “Vostok Oil.” Achieving planned production indicators for oil and associated gas at this asset in the second half of the year will increase the company's overall production volume. Additionally, Rosneft has started producing natural gas at a new cluster site in the Suzun field — this step is ...

... nutraceuticals. Meanwhile, Western sanctions and import restrictions have weakened competition from foreign brands (Herbalife, Amway, Bayer, etc.), giving local producers a chance to increase production and strengthen their positions. According to Rosstat, the production of dietary supplements in 2024 grew by more than 20%, and recent studies indicate that the number of producers has increased by a third over the past five years, reaching about 1,300 companies. The dietary supplement segment already exceeds the range of pharmaceuticals by five times, and competition is particularly high: there ...