⚠️🇷🇺 Sber has raised its inflation forecast for 2026 to 6.5-7%, up from the previous estimate of 6-6.5%.

⚠️🌎 MSCI Emerging Markets Index stocks have hit a low not seen in 3.5 months. This decline reflects ongoing concerns in emerging markets as investors grapple with various economic challenges. For more details, visit here.

💳 Sberbank predicts that businesses will continue to shift towards cash transactions in the third quarter.

⚠️🇩🇪 BMW is offering severance packages to employees as it plans to lay off 8,000 workers, according to BBG.

🇺🇸🇺🇦 President Volodymyr Zelensky anticipates visits to Kyiv by Whitcoff and Kushner within the next two weeks, according to AXIOS.

🇧🇷 Lula leads in public opinion polls in Brazil ahead of the elections, according to BBG.

🇷🇺 Sberbank has identified a liquidity shortage in the market and does not rule out that this situation may continue.

📉 Regulators in South Korea are holding an emergency meeting due to the sharp decline in the stock market. The KOSPI index is currently testing its 200-day moving average for the first time since May 2025.

🚫 The Russian government plans to extend the full ban on diesel fuel exports until the end of August, according to sources from RTRS.

🚫 Russia has been advised against investing in cryptocurrencies and digital assets associated with Telegram. Andrey Svintsov, Deputy Chairman of the State Duma Committee on Information Policy, stated that the company aids terrorists who target Russian citizens and infrastructure. Consequently, the Duma has recommended that Russians refrain from making financial investments in Telegram.

🇷🇺 Sberbank has received a response from the Central Bank of Russia regarding the allocation of blocked assets. The regulator did not approve the release of a portion of these assets, according to the bank's financial director.

🛢 Yemeni Houthi officials are contemplating the introduction of tariffs on commercial vessels navigating the southern part of the Red Sea, according to reports. Notably, the Chinese shipping fleet will be exempt from any fees imposed by the Houthis.

🇷🇺 SBER anticipates an increase in net profit by the end of 2026, but it is too early to determine if the figure will surpass the milestone of 2 trillion rubles, according to Financial Director Skvortsov.

🛢🇸🇦 Aramco may increase its oil prices for Asia due to Houthi attacks, according to media reports.

🚀 SpaceX has proposed launching up to one million satellites into low Earth orbit to create a solar-powered data processing center for artificial intelligence.

🇮🇳🇨🇳 India and China will resume trade through the Lipulekh Pass in Tibet starting August 1, following a six-year hiatus. The pass is located on the border of the Indian state of Uttarakhand.

⚠️🇷🇺 Sberbank has deemed discussions regarding a profit of ₽2 trillion by the end of 2026 as premature. The bank's statement comes amid ongoing evaluations of its financial outlook and market conditions. For more details, visit Sberbank.

💥 The U.S. authorities have announced that GlobalFoundries will receive funding of up to $300 million.

#GFS shares rose by 2%.

⚠️🇺🇸 The cost of default insurance for Nvidia is rapidly increasing amid concerns over massive AI expenditures, according to BBG. Meanwhile, short interest in Microsoft shares has surged to its highest level since May 2025. For more details, visit BBG.

🇩🇪 Rheinmetall reported that its sales in the second quarter reached 3.29 billion euros, surpassing expectations of 3.11 billion euros.

⚠️🇺🇦 Ukraine has shifted from targeting oil refineries to striking hard-to-replace nodes with the help of intelligence from the United States and France, according to the Financial Times.