What awaits the global economy and financial markets in 2025? In their latest Macro Outlook 2025 report, experts highlight key trends, including slowing economic growth, inflation challenges, and prospects for various sectors. Find out which regions will demonstrate resilience, where the main risks lie, and which investment strategies will be ...

... products such as Lightning (thrombus aspiration system) and REAL (VR rehabilitation platform)—their contributions to revenue and outlook. Potential reaction: If Penumbra reports double-digit growth again (e.g., effectively >10% year-on-year) and management ... ... innovative player, making it a compelling case for long-term investment. Summary – What Investors Should Focus on on July 29, 2025 The day promises to be busy with both macro and microeconomic events. In the morning, markets will respond to the inflation expectation data from Europe and U.S. economic ...

... inflation reports were already released earlier in the week. Therefore, the external macro environment for the markets is relatively calm today, and investor attention shifts... ... Desk. One of the leading players in the digital advertising market will publish its Q2 2025 results (the report is expected after the market closes). Investors will assess... ... Desk's shares are sensitive to any changes in forecasts: strong results and a positive outlook could trigger a surge in stock prices, while signs of a slowdown in the advertising...

... signal cost pressures or insufficient demand – a crucial factor for assessing the outlook of the raw materials sector. RusHydro – Russia's largest hydropower company... ... detailing electricity generation and capacity utilization. Spring and early summer 2025 were marked by unusual weather: floods in the Far East and Siberia might have increased... ... uncertainty. Maintain diversification and caution. Mixed signals from the day's offerings (macro statistics, regulator decisions, corporate surprises) may amplify volatility....

... Corporate sector reports are minimized on this day, so the market will primarily react to macro news and overall sentiment. The daily session will be influenced by the information... ... five-day trading session. Weekly Summary for Investors The week from August 4 to 8, 2025 encompassed a wide range of macroeconomic events and corporate earnings, providing... ... volatility to regional markets. By the end of the week, the market has formed a clearer outlook: identified "weak spots" (e.g., in production data or cautious forecasts...