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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.

🚨 The Ukrainian Armed Forces have launched an attack on a logistics facility belonging to Wildberries in Volgograd, resulting in a fire.

⚠️🇷🇺 Wildberries has frozen its investment program to support sellers affected by drone attacks. This decision aims to provide assistance to those impacted by the recent events. For more details, visit the full article on Izvestia: Izvestia.

🚨🇺🇦 The Guardian reports that Russia has launched an attack on an American company in Ukraine for the first time. A drone manufacturing plant in Kyiv owned by the American firm Terminal Autonomy was hit by a missile strike.

🇺🇸🇺🇦 Donald Trump expressed uncertainty about granting Ukraine a license for the production of Patriot missiles, stating that the U.S. must be "careful" about whom they provide licenses to in an interview with the Financial Times. However, Trump announced that Whitcoff and Kushner will be traveling to Ukraine soon.

⚠️🇺🇦 Donald Tusk has stated for the umpteenth time that the next 100 days will be crucial for the Ukrainian conflict. This repetition has raised eyebrows among experts, who suggest that Tusk's comments indicate a pattern rather than new insights. As the situation evolves, the international community is closely monitoring developments in Ukraine.

🌍 Israel has stated that it demands the complete disarmament of Hamas as a prerequisite for any further resolution processes regarding the situation in Gaza. Former President Trump announced that the "Council for Peace" has reached an agreement on the total disarmament of Hamas and all other armed groups in the Gaza Strip. Hamas has confirmed its readiness to lay down arms, according to Trump. Axios reports that the disarmament of Hamas is set to begin in the coming weeks.

💥🌎 Global stocks are experiencing a rebound as markets react to recent economic data. Investors are optimistic about potential growth, driving prices higher. Analysts suggest that this upward trend may continue, fueled by improving corporate earnings and positive consumer sentiment. Market watchers are keeping a close eye on upcoming reports that could influence stock performance further. For more details, visit here.

⚠️🇷🇺 Ukrainian media reports an attack on the logistics hub OZON in Zelenodolsk. (not yet confirmed)

💥🇰🇷 South Korea's KOSPI index surged by 17%, marking a record daily increase. Shares of SK Hynix soared by 25%, while Samsung's stocks climbed by 20%. On July 29, South Korean authorities held an emergency meeting to address the stock market's decline and to discuss additional measures to stabilize the financial market.

🇦🇪 VEON has reported a 53.6% increase in digital sales revenue. The company has also raised its revenue and EBITDA forecasts for 2026. For more details, see the full report here.

🧠 Anthropic, following OpenAI, has reported that its AI models have hacked into three online resources.

💥 Taiwan's stocks have surged by 8%, reflecting a significant gain in the market. Investors are optimistic about the economic outlook, contributing to this positive trend. For more details, visit here.

🧠 Tech giants have invested over $1 trillion in artificial intelligence (AI), according to the Financial Times. This substantial financial commitment underscores the growing importance of AI technology in various industries. For more details, visit FT.