... Asia on August 8 — the main business activity indices and 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 towards political news and corporate stories. Nevertheless, any unexpected statements from central bank representatives or new data (for example, updates on U.S.-China trade negotiations) could alter the landscape. In conditions of macroeconomic quiet, mood factors and risk sentiment ...

... the results of the data received. The potential imposition of U.S. sanctions against Russia could shake the commodities markets and the ruble's exchange rate locally, although the global impact of this factor will depend on the scale of the measures. 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 accumulated over the week: market participants will assess whether expectations regarding corporate profits and economic indicators were justified. The concluding data ...

... reported: about 53% exceeded consensus profit forecasts, supporting a moderately positive sentiment. Strong surprises have particularly come from the financial sector and industry, while some representatives from technology and healthcare have disappointed. Corporate News in Europe and Asia: Key Drivers European and Asian public companies have also pleased investors with a series of noteworthy reports and events: SoftBank Group (Japan): The investment conglomerate unexpectedly returned to profitability in the quarter,...

... semiconductor cycle. Russian Corporate Reports (if any) Major Russian issuers typically publish their semi-annual financial reports in August, so there are no significant releases scheduled for July 22. However, investors in Russia are paying attention to corporate news that may emerge later in the week: Financial results from PAO Severstal for Q2 2025 under IFRS and operational indicators from PAO RusHydro for the first half of the year are expected. These publications will likely come at the end of the week or ...

... Friday, the company’s stock jumped by ~11%. Deckers' success serves as a positive signal for the consumer goods sector, indicating that even in a climate of rising prices, consumers are willing to spend money on sought-after branded products. Together, corporate news reflects divergent trends in the global economy. Successes in the technology and consumer sectors indicate growth points – investments in innovation and sustained demand support their results. Simultaneously, challenges in the industrial sector ...