⚠️🇺🇸 U.S. stocks and long-term bonds faced a significant decline following the FOMC meeting. The yield on 30-year bonds has reached new highs not seen since 2007, just before the financial crisis. Bitcoin (BTC) is also showing weakness in the current market conditions.

📬 Today's Calendar - July 30, 2026

Germany will release its preliminary GDP data for Q2 2026 at 11:00 MSK, followed by the Eurozone at 12:00 MSK. The Bank of England will announce its interest rate at 14:00 MSK, with the U.S. GDP, PCE inflation, and Initial Jobless Claims all at 15:30 MSK. EIA natural gas stocks will be reported at 17:30 MSK.

Earnings reports include Shell and Banco Bilbao at 08:00 MSK, followed by various companies like Valero Energy and Amazon later in the day.

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🌎 The current exchange rates show USDCNY at 6.76 and USDTRUB at 82.85. For more information, visit this link.

⚠️🇺🇸🇷🇺 The US Senate has approved a bill for "hellish sanctions" against Russia in a second procedural vote. Lawmakers will now conduct another procedural vote before the document is brought to the final vote in the upper chamber. Following final approval in the Senate, the bill will be sent to the House of Representatives, where it will be reviewed after the summer recess in September.

🚨🇮🇷 The United States has initiated a new wave of airstrikes against Iran. According to the Wall Street Journal, the U.S. has prepared a plan for an air campaign lasting 10 to 14 days, involving intensive aerial attacks. CENTCOM believes this decision will help resolve the deadlock in the ongoing war, secure shipping in the Strait of Hormuz, and reduce the U.S. need for interceptor missiles by destroying enemy launch sites. Trump is weighing this campaign against limited military actions that would allow for continued negotiations. Additionally, the New York Times reports that drone strikes on an Egyptian port signal Iran's capability to disrupt global shipping, putting Egypt at risk of becoming further involved in the conflict.

⚠️🇺🇦 Russian forces launched a massive strike on Ukraine using ballistic and hypersonic missiles, impacting major cities including Kyiv and Lviv. In Russia, another Wildberries warehouse in the Penza region was attacked by drones, resulting in a fire.

⚠️🇦🇺 A legal case has been initiated in Australia against Telegram for failing to remove terrorist content.

🛢🇨🇳🇷🇺China is unlikely to reduce its purchases of Russian oil, which accounts for about 20% of its imports, despite threats of "hellish sanctions" from the United States. Moreover, China has not ceased its imports of Iranian oil, according to experts.

📉 The IMOEX index is nearing its 50-day moving average after two weeks of relentless recovery.

🚨 Elon Musk is set to financially support Republicans ahead of the upcoming midterm elections in Congress, according to AXIOS. For more details, visit AXIOS.

🇺🇸 The US Dollar Index (DXY) has been a focal point in financial markets, reflecting the strength of the dollar against a basket of other currencies. Investors are closely monitoring its movements, as fluctuations can impact global trade dynamics and economic forecasts. For more detailed insights, visit this link.

📈 DОМ PФ forecasts a 32% year-on-year increase in net profit for 2026, reaching 117 billion rubles, with a return on equity of 23.4%. A live broadcast featuring CFO David Ovsepian and Managing Director Alexey Pudovkin will take place at 18:00 on VK (watch) and RuTube (watch).

📈 Following recent earnings reports, Microsoft saw a 9% increase, while Meta experienced a 7% decline. Arm Holdings dropped by 6%, and Lam Research gained 6%. Qualcomm fell by 5%, and Robinhood decreased by 1%. Starbucks rose by 4%, whereas Carvana dropped 8%. Electronic Arts remained unchanged, and Chipotle climbed by 6%. For more details, visit Microsoft, Meta, Arm Holdings, and others.

🚫🛢🇷🇺 Russia's oil exports through western ports are expected to decline by approximately 4% in July compared to June, primarily due to attacks in the Black Sea, according to RTRS.

🚨 Russian authorities have clarified that the restrictions placed on Pavel Durov do not extend to Telegram as a legal entity, according to Rosfinmonitoring, as reported by RIA Novosti.

*Durov has been added to the register of extremists and terrorists by Rosfinmonitoring.

🇷🇺 Consensus from IF indicates that Nornickel's EBITDA in the first half of 2026 rose by 41% year-on-year, reaching $3.7 billion. The report is set to be released on July 31.

🚀 Ray Dalio has confirmed that he still holds 1% of his portfolio in BTC.

💼 NKNC reported a significant decline in net profit under RAS for the first half of the year, dropping nearly 15 times to 1.5 billion rubles.