🫖 The rally in the Sahara continues.

🍔 McDonald's has reported its latest financial results, with an adjusted EPS of $3.38, surpassing estimates of $3.32. However, revenue fell short at $7.10 billion compared to the expected $7.13 billion. The company's overall global comparable sales increased by 1.3%, slightly below the anticipated 1.39%. In the U.S., comparable sales rose by 0.8%, falling short of the 1.06% estimate. For more details, visit McDonald's.

🇷🇺 Putin met with the CEO of "Alrosa". Key topics included the establishment of the largest diamond cutting cluster in Europe in Smolensk, the development of hard-to-reach diamond deposits, gold mining, and jewelry production.

🇷🇺 The exchange rate between the Chinese Yuan and the Russian Ruble has surpassed 12. This significant milestone reflects ongoing economic interactions between the two nations. For more details, visit here.

📈 The average daily trading volume on the CME exchange in July saw a year-over-year increase of 23%, according to a recent report.

✨🇺🇸 Wells Fargo is set to launch tokenized deposits for corporate clients this fall. The initiative aims to integrate digital assets into traditional banking, reflecting a growing trend in the finance sector. For more details, visit Wells Fargo.

🚗 Tesla's China division reported a 37.8% year-on-year increase in deliveries for July, according to the China Passenger Car Association (CPCA). This surge highlights the company's continued growth in the competitive Chinese electric vehicle market. For more details, visit Tesla.

🇺🇸 US Treasury Secretary Yellen expressed pride in the interventions in the yen, stating that many believe the Chinese yuan is undervalued against the dollar.

🚨🛢 Bessent stated that a deal with Iran to open the Hormuz Strait could be finalized tomorrow. The agreement regarding the Strait may take place on Tuesday or Wednesday. He anticipates a decrease in energy prices, as reported in an interview with CNBC.

🇺🇸 In response to the question "What on earth is Worsh doing at the Fed?", Bessent stated that Worsh is conducting a "detoxification of the Fed" during an interview with CNBC.

🛢 Oil prices plunged as Bessent announced a potential deal regarding the Strait of Hormuz could be reached today or tomorrow. This news has raised concerns in the market, leading to significant fluctuations in oil values. Investors are closely monitoring developments for further implications.

🚨🇯🇵 US Treasury Secretary Janet Yellen announced that the United States will assist Japan and do everything possible to support the Japanese yen.

⚠️🇺🇦🇪🇺 Ukrainian defense manufacturer Fire Point has begun integrating radar systems and guidance systems from 13 European partners into its missile defense program, "Freya." This initiative aims to enhance Ukraine's defense capabilities amid ongoing geopolitical tensions. For more details, visit here.

🇺🇸 Americans now trust Democrats more than Republicans on economic issues for the first time in nearly a decade, according to a RTRS/Ipsos poll. This shift reflects changing perceptions as voters evaluate party performance in economic management leading up to the upcoming elections.

✴️ Polymarket may be valued at $20 billion in an upcoming funding round, according to Bloomberg.

🇷🇺 Russia will monitor food prices throughout the entire supply chain, from producer to store. The law, signed by Vladimir Putin, is set to take effect on January 1, 2027. — RT

📉 The United States reported a trade balance for June of - $73.3 billion, slightly worse than the expected - $73 billion and an improvement from the previous - $77.6 billion.

📬 Today's Calendar - August 4, 2026

The U.S. will release its trade balance for June at 15:30 MSK, followed by Canada's Manufacturing PMI for July at 16:30 MSK. The JOLTS job openings and Factory Orders for June in the U.S. are set for 17:00 MSK, while U.S. oil inventory data from API will be available at 23:30 MSK.

The White House will host representatives from AI companies.

The Moscow Exchange begins trading in perpetual futures on global assets - more details.

Earnings reports include Toyota at 07:30 MSK, BP and HSBC at 08:00 MSK, and several U.S. companies later in the day.

🌟🇺🇸 BNY Mellon is set to enhance its crypto custody service by introducing staking. This move will allow clients to earn rewards on their digital assets held with the bank. As the financial institution continues to expand its offerings in the cryptocurrency space, this addition is expected to attract more clients looking for comprehensive crypto solutions. Stay tuned for further updates on this development.

📉 In July 2026, the total trading volume of securities and non-assets on the SPB Exchange amounted to 265.07 billion rubles, representing an 8.67% decrease compared to June's volume of 290.24 billion rubles. For more information, read the full report.

🚨 A dormant Bitcoin wallet that had been inactive for 13 years has liquidated all of its holdings, according to CryptoQuant. The sudden movement of these assets has raised eyebrows in the cryptocurrency community, prompting discussions about potential market impacts and the motivations behind the wallet's owner deciding to sell after such a lengthy period.