📊 Japan's preliminary PMI data for July shows a slight decline in manufacturing and services. The Manufacturing PMI stands at 54.7, down from 54.8, while the Services PMI decreased to 51.9 from 52.2. However, the Composite PMI rose to 53.1, up from 52.8. This mixed economic outlook reflects ongoing challenges in the country's industrial and service sectors.

📈 Japan's consumer inflation data for June reveals a month-over-month increase of +0.3%, slightly above expectations of +0.2%, but down from the previous +0.4%. Year-over-year, inflation stands at +1.7%, matching forecasts and up from +1.5% earlier. The core CPI also rose by +1.6% year-over-year, in line with expectations and up from +1.4%. Rising energy prices are contributing to the acceleration of core inflation in Japan, according to CNBC.

⚠️🇮🇷 The United States has launched a significant strike against Iran. According to the New York Times, Iran has rejected a new ceasefire proposal from the U.S. Former President Trump stated that the U.S. will compensate for any damage from Iranian attacks on commercial vessels and cargoes in the Strait of Hormuz using Iran's frozen assets. Iran's Foreign Ministry has warned that the seizure of Iranian assets in the U.S. to compensate for damages sets a dangerous precedent.

⚠️🇺🇦 St. Petersburg has faced a massive drone attack. The operations of logistics complexes Wildberries in Shushary and Utkin Zavod have been temporarily suspended.

⚠️🇺🇸🇷🇺 The U.S. Senate may vote on "hellish sanctions" against Russia as early as next week, according to AXIOS. A delegation of American lawmakers, including Congresswoman Anna Paulina Luna, is expected to visit Russia this fall or winter.

🇷🇺 New EU sanctions will not impact trading activities, according to MOEX.

🔥🇺🇸 The United States will introduce new tariffs ranging from 10% to 12.5% on imports from 60 countries starting Friday. The measures are aimed at combating forced labor, with a 10% tariff for countries committing to prohibit imports of goods produced with forced labor, while others face a 12.5% tariff. These tariffs will replace temporary global tariffs on U.S. imports that began on February 24. The changes will impact 99.4% of American imports, including a 12.5% tariff on Russian imports.

⚠️🌎 Global stocks are trading lower during the Asian session.

⚠️🇺🇸 U.S. 30-year bonds are trading with yields exceeding 5%, the highest level since the pre-crisis period of 2007-2008. The U.S. government bond markets continue to experience a significant downturn.

⚠️✴️ In a recent shift, inflows into spot BTC ETFs have turned into outflows, according to data from SoSoValue.

⚠️🇷🇺 Russian gold producers are expected to face a slowdown in revenue growth and increased expenses, according to analysts. While revenue and EBITDA for Russian gold mining companies will continue to rise through 2026, the pace will be more restrained due to price pressures. Key risks for the sector include rising costs surpassing initial forecasts and the looming threat of a new windfall profits tax. For more details, visit Kommersant.

🛢🇷🇺 Novak has instructed the Ministry of Energy and oil companies to consider lifting restrictions on fuel sales at gas stations for amounts less than 50 liters, according to a report by RBC. — RBC

✨ Russian forex dealers will offer clients CFDs on cryptocurrencies — Ъ

🇺🇸 The US Dollar Index (DXY) continues to strengthen amid escalating tensions between the US and Iran, rising inflation expectations, and predictions of a more hawkish Federal Reserve. Brent crude prices have surpassed $100, leading to a renewed increase in gasoline prices across the US. Former President Trump stated that he is close to deciding on delivering the most powerful strike against Iran.

⚠️🌕 Gold and silver prices are weakening amid a strengthening dollar. Market analysts are observing the impact of currency fluctuations on precious metals, with investors closely monitoring economic indicators that could influence future trends. For updates, visit here.

⚠️🇷🇺 Today, the Central Bank of Russia is set to hold a meeting at 13:30 MSK. The consensus indicates that the Bank is likely to maintain the current interest rate at 14.25%. However, there is a possibility of a "symbolic" reduction of 0.25%.

✨ The U.S. Treasury Secretary, Janet Yellen, has urged for the swift passage of the CLARITY Act, emphasizing that other countries are rapidly implementing cryptocurrency regulations. She warned that the United States risks falling behind in this crucial area.

🚫🛢 An unprecedented situation has emerged in the Middle East, affecting all key maritime corridors. The risks of further oil price increases have intensified due to the threat of closures not only of the Strait of Hormuz but also of the Bab-el-Mandeb Strait, a crucial maritime route between the Red Sea and the Gulf of Aden, according to analysts.

⚠️🇷🇺 Investors should prepare for the potential bankruptcy of EVROTRANS and the loss of part of their funds, according to an article from Vedomosti.

❗️🇮🇳 India’s economic indicators for July show a decline in manufacturing and services sectors. The Manufacturing PMI stands at 53.9, down from 54.2, while the Services PMI has dropped to 53.1 from 57.4. The Composite PMI also fell to 54.3, down from 57.1, indicating a slowdown in economic activity.

⚠️🇺🇸 Experts in technical analysis report that the "bearish diamond" pattern in the QQQ ETF tracking the Nasdaq 100 remains intact. This week, significant sell-offs have been observed in U.S. tech stocks.