⚠️🇷🇺 Ozon's shares have dropped by 10%. Drone attacks on RWB (Wildberries) warehouses in Elektrostal and Kotovsk have disabled 7% of the company's logistics capacity. The recovery will require 20 to 35.8 billion rubles, which insurance companies are unlikely to cover. — Kommersant

🇷🇺 In the second quarter of 2026, debt prices for microfinance organizations (MFOs) and banks reached their highest levels since 2023. Prices for overdue debt have also set new records, as reported by Kommersant.

🏡 Demand for secondary housing in Russia surged by 21% year-on-year in the first quarter of 2026. This increase is attributed to falling mortgage rates and a shift of buyers from the new construction market, according to a report by Vedomosti.

🚫🛢🇪🇺 Europe is facing the possibility of starting the heating season with historically low gas reserves. The average rate of replenishing gas stocks in EU countries during July is among the lowest recorded since monitoring began in 2011, according to TASS.

⚠️🇮🇷 AP reports that the total number of U.S. military fatalities in the conflict with Iran has reached 17. According to WAPO, the U.S. is nearing a full-scale war with Iran following news of American military casualties.

🚨 Oil prices have surged, with Brent crude exceeding $90 per barrel. Meanwhile, the Moscow Exchange's benchmark index, the IMOEX, has dipped below the 1900 mark, reflecting ongoing economic challenges in Russia. For more details, visit this link.

⚠️ Bitcoin's value has fallen below $64,000, raising concerns among investors. The cryptocurrency market is experiencing fluctuations, prompting analysts to assess potential implications for future trading. Market experts are closely monitoring trends to gauge the impact on Bitcoin's performance moving forward. For more information, visit here.

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⚠️🇷🇺 The consensus forecast from Vedomosti indicates that the Central Bank of Russia will maintain its interest rate at 14.25% in July.

🇷🇺 The Russian ruble is expected to receive support this week from tax payments, with Brent crude oil prices exceeding $90 today.

⚠️🇧🇷🇺🇸 Brazil is preparing a "tough" response to new tariffs imposed by Trump, according to sources. The country is also moving away from issuing bonds in US dollars this year, opting instead for bonds in yuan. This shift reflects Brazil's changing economic strategy amid ongoing trade tensions. For more details, visit RTRS and BBG.

⚠️🇮🇷 Former President Donald Trump is focused on making Iran accountable for violations of the Memorandum and ongoing attacks in the Strait of Hormuz. He aims to hold Iran responsible for the deaths of American soldiers. Destructive U.S. strikes against Iran will persist until Trump decides otherwise. Meanwhile, negotiations between the U.S. and Iran continue, according to an American official, as reported by Axios.

🚀 On August 4, SpaceX announced its financial results for the second quarter of 2026. The report highlights the company's ongoing growth and achievements in the aerospace sector. For more details, visit SpaceX's official website.

🚀 Since late June, wallets holding between 100 to 1,000 BTC have been actively selling, while those with balances of 1,001 to 10,000 BTC have been making significant purchases, according to data from CryptoQuant.

⚠️🇺🇸🇨🇦 Trump has announced a 50% tariff on certain Canadian goods due to alleged trade discrimination. The tariffs will take effect 30 days after the signing of the executive order. Key imported items such as energy resources, potash, fish, essential minerals, and products subject to specific industry tariffs, including automobiles and metals, will be exempted. For further details, visit this link.

🇺🇸🇷🇺 The head of the FBI, Kesh Patel, is planning to visit Russia in October, according to POLITICO.

⚠️🌎 The risk indicator for a potential global conflict from Goldman Sachs has been rapidly increasing since 2021, reaching its highest level since the 1960s.

📬 Today's Calendar — July 21, 2026

New Zealand will release its consumer inflation CPI data for Q2 2026 at 01:45 Moscow time. The UK will report its unemployment figures for May at 09:00 Moscow time. The Eurozone and Germany will present the ZEW Economic Sentiment for July at 12:00 Moscow time. The US will announce ADP Employment data at 15:15 Moscow time. Russia's consumer inflation expectations will also be reviewed. Additionally, the US will report API oil inventories at 23:30 Moscow time.

The State Duma will consider a cryptocurrency bill in its second and third readings.

Earnings reports include Novartis at 08:00 Moscow time, and General Motors, Hasbro, 3M, Halliburton, Ally Financial, Northrop Grumman, Charles Schwab, and Interactive Brokers at various times throughout the day.

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🌎 The current exchange rates are as follows: USDCNY stands at 6.76, while USDTRUB is at 81.9.

⚠️🇮🇷 The United States has launched airstrikes against Iran for the tenth consecutive night, while Iran retaliates by targeting U.S. assets in the region. Mediators have presented a new proposal for a 10-day ceasefire to both the U.S. and Iran. The Trump administration is currently reviewing this offer. — AXIOS