⚠️🇷🇺 The IMOEX index shows signs of fatigue as market dynamics shift. Investors are closely monitoring the situation, with fluctuations prompting discussions about future trends. Experts suggest that understanding these movements is crucial for making informed decisions in the evolving landscape. For more insights, visit here.

🇺🇸🇺🇦 Whitkoff and Kushner are expected to visit Kyiv on August 24.

🚢 The US Navy has signed a contract package with General Dynamics for the construction of 14 nuclear submarines, totaling $76.6 billion.

🌍 Twenty-eight of the world's largest banks have successfully tested cross-border transfers of tokenized money as part of the international Agora project, coordinated by the Bank for International Settlements (BIS). The transfers and settlements averaged 80 seconds, significantly faster than traditional systems.

🌟 Ondo Finance is considering the acquisition of another player in the industry for $250 to $500 million. The company is closely collaborating with the Trump family.

🚨 Upcoming earnings reports are set to be released today. Key announcements include:

- MSTR Strategy at 23:00 MSK
- Amazon (AMZN) at 23:00 MSK
- First Solar (FSLR) at 23:00 MSK
- Roblox (RBLX) at 23:05 MSK
- Reddit (RDDT) at 23:05 MSK
- Rivian (RIVN) at 23:05 MSK
- GoDaddy (GDDY) at 23:05 MSK
- Western Union (WU) at 23:05 MSK
- Coinbase (COIN) at 23:15 MSK
- Apple (AAPL) at 23:30 MSK.

📉 Michael Burry has increased his short positions in US tech stocks, including NVDA, QQQ, and MU.

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✴️ MicroStrategy has released its latest financial report, showcasing a significant increase in Bitcoin holdings. The company's strategy continues to focus on cryptocurrency investments, further solidifying its position in the market. As they expand their digital asset portfolio, MicroStrategy aims to leverage the growing interest in Bitcoin. For more details, visit MicroStrategy.

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🚫🇺🇸 Former President Donald Trump has ordered restrictions on the export of rare earth metal scrap. This move aims to strengthen the domestic supply chain for these critical materials, essential for various high-tech applications. The new regulations will impact the global market for rare earth elements, which are crucial in the manufacturing of electronics, batteries, and other advanced technologies.

🍏 Apple Inc. reported its third-quarter results, posting a revenue of $109.42 billion, exceeding estimates of $108.85 billion. The earnings per share (EPS) reached $2.02, surpassing the expected $1.89. Revenue from Mac sales was $10.35 billion, well above the forecast of $8.62 billion. Additionally, iPhone revenue amounted to $54.25 billion, also beating the estimated $53.6 billion.

📬 Today's Calendar — July 31, 2026

China will release its Manufacturing/Services/Composite PMI at 04:30 MSK, followed by Australia's PPI at the same time. Japan's central bank rate announcement is scheduled for 06:00 MSK. The Eurozone's preliminary CPI for July will be available at 12:00 MSK. Canada will report its May GDP at 15:30 MSK. In the US, the Chicago PMI, Michigan Consumer Sentiment, and consumer inflation expectations for July will be released at 16:45 and 17:00 MSK.

Rusal will discuss dividends for the first half of 2026 at a meeting requested by Sual. Reports from Yandex, GMKN, MDMG, LEAS, VEON, Chevron, Exxon Mobil, Cameco, Colgate-Palmolive, Moderna, and Cboe are also anticipated today.

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🌎 The US dollar is trading at 6.74 against the Chinese yuan (USDCNY) and at 82.3 against the Russian ruble (USDTRUB).

🚨 China reported a sharp economic slowdown in July. The Composite PMI fell to 49.3 from 50.6, while the Services PMI dropped to 49 from 50.2. The Manufacturing PMI also declined to 49.2, down from 50.3. These figures indicate a contraction in the economy, raising concerns about future growth prospects.

🔥🇯🇵 The Bank of Japan has announced an interest rate of 1%, meeting expectations after previously being set at 0.1%. The central bank warns that core inflation is likely to exceed the target of 2% starting in September.