📈 Financial flows for the week, according to BofA/EPFR data, show a record inflow of $9.3 billion into tech stocks. Emerging market stocks also saw significant inflows of $8.4 billion, marking the seventh consecutive week of gains. Global bonds attracted $19.9 billion, with U.S. bonds bringing in $7.5 billion, the sixth largest weekly inflow on record. Cash holdings increased by $20.8 billion, while gold saw an inflow of $5.9 billion, and cryptocurrency attracted $2.9 billion.
💥 Sales of goods on the M.Video marketplace increased by 30% in September, according to Vladislav Bakalchuk. M.Video continues to strengthen its position in the market, reflecting a growing consumer demand for online shopping. For more information, visit М.Видео.
📊 The Eurozone's September economic data reveals a Composite PMI of 51.2, up from 51.0. The Services PMI also showed improvement, rising to 51.3 from the previous 50.5, indicating positive trends in the region's economic activity.
🌍 Fujitsu and Nvidia are set to collaborate on developing AI systems for the healthcare and industrial sectors.
🚨 The latest economic data from Britain reveals a decline in performance. The Composite PMI has dropped to 50.1, down from 53.5, indicating a slowdown. The Services PMI also fell to 50.8, down from 54.2. These figures reflect a challenging economic landscape as the country navigates various uncertainties.
🇺🇸 CEO of Goldman Sachs, David Solomon, forecasts that the US economy will accelerate in 2026.
🇮🇳🇲🇳🇷🇺 India may begin mining operations in Mongolia and transport resources through Russia. Authorities from Mongolia and India are set to sign a memorandum of understanding on cooperation in geology and exploration, according to reports from Mongolian media. For more details, visit this link.
🚨 The Russian Ministry of Finance will reduce currency and gold sales starting October 7, decreasing the daily amount from 1.4 billion rubles to 0.6 billion rubles. Additionally, the Central Bank of Russia will lower its currency sales under the budget rule from 10.34 billion rubles to 9.54 billion rubles per day. For more details, visit here.
🎉 Today’s Calendar — October 3, 2025
China observes National Day with no trading. Australia reports Services/Composite PMI at 02:00 MSK, followed by Japan at 03:30 MSK. Russia’s Services/Composite PMI is at 09:00 MSK. Turkey releases CPI data at 10:00 MSK, with Germany and the Eurozone following at 10:55 and 11:00 MSK, respectively. The UK reports at 11:30 MSK. The Central Bank of Russia will announce currency purchase/sale volumes at 12:00 MSK. ECB President Lagarde speaks at 12:40 MSK. Brazil, Canada, and the US report their Services/Composite PMI later in the day. In Russia, Ozon Pharmaceuticals begins additional share placement, and dividends are announced for ZAYM. Today marks the last day for dividends for OZPH, BSPB, and NVTK.
China observes National Day with no trading. Australia reports Services/Composite PMI at 02:00 MSK, followed by Japan at 03:30 MSK. Russia’s Services/Composite PMI is at 09:00 MSK. Turkey releases CPI data at 10:00 MSK, with Germany and the Eurozone following at 10:55 and 11:00 MSK, respectively. The UK reports at 11:30 MSK. The Central Bank of Russia will announce currency purchase/sale volumes at 12:00 MSK. ECB President Lagarde speaks at 12:40 MSK. Brazil, Canada, and the US report their Services/Composite PMI later in the day. In Russia, Ozon Pharmaceuticals begins additional share placement, and dividends are announced for ZAYM. Today marks the last day for dividends for OZPH, BSPB, and NVTK.
🏡 New players will enter the financial market as mortgage microcredit companies (МКК) are set to launch on October 22, 2025. According to the Central Bank of Russia, these companies are being established in line with legislation aimed at implementing government programs designed to increase housing accessibility in various regions. For more details, visit here.
🚨 The head of the Moscow Exchange's supervisory board, Sergey Shvetsov, has compared the restrictions on cryptocurrencies in Russia to Prohibition. He stated that these bans are driving participants in the Russian market to seek services in Belarus. As a result, the shift towards Belarusian platforms highlights the challenges faced by the Russian crypto industry amid increasing regulatory pressures. For more details, visit here.