❗️🇷🇺 On September 4, RUSAL announced the dividend payment for the first half of 2026.
🚨🇯🇵 Japan's Ministry of Finance has announced its first joint intervention in the FX market with the United States in 15 years, aimed at strengthening the yen against the dollar. Officials stated that both Japan and the U.S. are prepared to conduct further currency interventions if necessary. The yen is currently appreciating against the dollar at unprecedented rates.
🛢 BloombergNEF reports that the gradual reopening of the Strait of Hormuz starting in August will lead to a surplus in the global oil market of 5.1 million barrels per day.
🇺🇦 Rubio stated that the United States will assess in the coming weeks the feasibility of resuming negotiations regarding Ukraine.
🌎 Ray Dalio warns that while artificial intelligence will transform the world, stocks of AI companies could plummet by 80%. He highlights the potential volatility in the market as AI technologies evolve. Investors should remain cautious and consider the implications of such dramatic shifts in stock values. For more information, visit here.
🚨 The U.S. Senate has 72 hours left to vote on the CLARITY Act, a bill aimed at establishing a framework for the cryptocurrency market, before Congress goes on summer recess.
🚨 The Bitcoin (BTC) hash rate has been declining for 287 consecutive days, marking the longest miner capitulation in history. Mining difficulty has dropped nearly 20% from its historical peak, representing the third-largest decrease ever. Despite this, miner stocks are on the rise. Experts attribute this divergence to miners increasingly focusing on artificial intelligence (AI) rather than cryptocurrency mining. The CEO of the largest U.S. public miner, MARA, noted that the AI business has begun generating significantly more revenue than cryptocurrency mining.
🚨 India has reported its Manufacturing PMI for July at 53.5, a decline from the previous figure of 54.2. This indicates a slowdown in manufacturing activity in the country.
🛢️ OPEC+ has officially concluded its gradual phase-out of voluntary production cuts totaling 1.65 million barrels per day. According to RTRS sources, production quotas are unlikely to increase in the remaining months of 2026. This suggests that after September, the alliance is expected to halt any rise in output until the end of the year.
⚠️🇷🇺 Russians are increasingly refraining from making large purchases, according to a report by Izvestia. In Moscow, 2,300 retail outlets have closed over the past year, as noted by Kommersant. The activity in the commercial real estate market is also declining, driven by high credit costs, as reported by Vedomosti.
✨ Betting and prediction platforms Polymarket and Kalshi reported record trading volumes in July.
🔔 Russia's Manufacturing PMI for July has risen to 50.7, up from the previous 50.3, indicating continued growth in the country's industrial sector.