🌾 Global wheat prices have been rapidly increasing since early July. Russian wheat exports in July may reach their lowest levels since 2017 due to escalating tensions in the Russia-Ukraine conflict in the Sea of Azov, a route for at least a quarter of export capacities. Russia remains one of the largest wheat exporters in the world.

🇷🇺 The Russian Ministry of Finance has postponed the placement of government bonds (ОФЗ) indefinitely. Rising rates in the debt market and aggressive demands from investors have led to this decision. Given the ambitious borrowing plans, a repeat of the trillion-ruble floaters issued two years ago cannot be ruled out. — Ъ

🚀 Whale activity in wETH has surged to a five-year high, according to data from Santiment. The increased movement among large holders indicates significant interest and potential market shifts in the cryptocurrency space. This uptick highlights the ongoing trends and dynamics within the Ethereum ecosystem as investors closely monitor developments.

🚨 The supply of LINK on major centralized exchanges has dropped by 12% over the past month, according to Santiment. Concerns about market trends continue as the crypto landscape evolves. For more details, visit Santiment.

🌕🇷🇺 The gold reserves of the Bank of Russia have fallen to their lowest level since February 2020. Since the beginning of the year, the Central Bank has sold 1.4 million troy ounces of gold. — Vedomosti

🇪🇺 The European Union is facing challenges with its 21st sanctions package against Russia, primarily due to Greece's position and increasing internal disagreements. According to Bloomberg, there are discussions about potentially abandoning the package altogether. However, statements from EU politicians indicate that no one is planning to back away from new sanctions just yet.

⚠️🇮🇷 The Wall Street Journal reports that Israel is attempting to persuade the United States to resume full-scale strikes against Iran.

⚠️🇺🇸 KSIIR has reported strikes on an Amazon data center in Bahrain, in retaliation for U.S. attacks, according to Press TV.

⚠️🇺🇸 Oracle may face demands for collateral exceeding $7 billion for its large data center in Wisconsin after the state's energy regulator tightened credit requirements to protect households from rising electricity prices. — FT

ORCL shares have already dropped 65% from their peak in 2025, while the five-year CDS (credit default swap) costs for Oracle's debt have hit a record high.

💥 The IMOEX index in Russia has risen by 2%.

🚫🛢 Goldman Sachs reports that heightened uncertainty in the Middle East is likely to further delay the normalization of LNG exports from the Persian Gulf.

🛢🇪🇺 Goldman Sachs has raised its forecast for TTF natural gas prices in the third and fourth quarters to 60 euros/MWh and 53 euros/MWh, up from previous estimates of 41 euros/MWh and 40 euros/MWh, respectively.

🚫🛢 The Strait of Hormuz will remain closed until the United States halts its strikes on Iran, according to FARS news agency.

🛢 Goldman Sachs predicts that Brent crude oil prices could rise above $120 per barrel by the fourth quarter of 2026 if disruptions in transportation through the Strait of Hormuz continue.

🚨🇺🇸 Short positions in US stocks have surged to an all-time high, reflecting growing concerns over potential risks associated with artificial intelligence. For more details, visit BBG.

💥✴️🇺🇸 White House cryptocurrency advisor Patrick Witt announced that he has postponed his military leave to focus on advancing the CLARITY Act through the Senate.

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🇬🇧 The London Stock Exchange (LSE) is set to launch 24-hour trading by early 2027, according to the Financial Times.

📰 The Russian Ministry of Finance has proposed amendments to the Tax Code introducing an excise tax on imported metal products, as reported by RBC. The mechanism is intended to mirror the existing system applied to Russian metallurgists. The document is set to be reviewed by the State Duma during the autumn session. This initiative aims to address the unequal competitive conditions highlighted by domestic steel manufacturers.

🚀 INKAB Holding has reported record operational results for the first half of 2026, highlighting significant growth in production capacity and shipments. The company's achievements mark a notable milestone in its operational history. For more details, you can read the full report.

🤖 As many tech companies spend years testing humanoid robot prototypes in controlled environments, Foundation has taken a different route. They are testing combat robots, the Phantom MK-1, directly in Ukraine. This marks the first operational use of humanoid robots in a combat zone, according to analysts.