πΊπΈ 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.
β΄οΈ Polymarket may be valued at $20 billion in an upcoming funding round, according to Bloomberg.
π·πΊ 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. β RT
π 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.
π¬ 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.
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.
ππΊπΈ 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.
π¨ 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.
π After the latest earnings reports, notable stock performances include: Toyota (TM) stable at 0%, BP down by 2%, HSBC down by 1.5%, BAZA down by 2.5%, Spotify (SPOT) down by 6%, while Caterpillar (CAT) increased by 11%. Other movements show Kimberly-Clark (KMB) down by 1%, Merck (MRK) and Pfizer (PFE) both up by 1%, HUT 8 Mining down by 5%, McDonald's (MCD) stable at 0%, Wayfair (W) up by 18%, and Tower Semiconductor (TSEM) up by 1%.
β οΈπΉπΌ China has declared that Taiwan is a red line in its relations with Japan that should not be crossed. The statement underscores the sensitive nature of Taiwan in the context of geopolitical tensions in the region.
π₯β΄οΈπ·πΊ Putin has signed a law legalizing the circulation of cryptocurrencies in Russia. The document recognizes digital assets as property and establishes rules for their circulation for the first time. Russians will now be able to legally buy and sell cryptocurrencies through Russian exchanges, brokers, management companies, and crypto exchanges. The Bank of Russia will regulate and oversee the digital currency market.
π° TGC-1 reports a profit of 7.4 billion rubles for the first quarter of 2026, a significant increase compared to 2.8 billion rubles in the same period last year.
π₯πΊπΈ The S&P 500 index has reached a new record high, marking a significant milestone in the U.S. stock market. Investors are closely monitoring this development as it reflects broader economic trends and investor confidence. The upward movement may influence future trading strategies and market dynamics. For more details, visit here.
π¨ Ahead
The United States will release its Job Openings and Labor Turnover Survey (JOLTS) for June at 17:00 Moscow time. Additionally, June Factory Orders data will also be published at the same time.
The United States will release its Job Openings and Labor Turnover Survey (JOLTS) for June at 17:00 Moscow time. Additionally, June Factory Orders data will also be published at the same time.
βοΈπΊπΈ In June, US factory orders declined by 0.3% month-over-month, contrary to expectations of a 0.2% increase. This follows a previous decrease of 1.3%.
π¨ The United States has reported that the number of job openings in the JOLTS survey for June stands at 7.359 million, slightly below expectations of 7.440 million and down from the previous figure of 7.594 million.
π·πΊ The net profit of "KLVZ Kristall" for the period from January to June 2026 amounted to 29.6 million rubles, which is twice lower year-on-year.
π’ Rubio announced that progress has been made in negotiations with Iran regarding the resumption of operations in the Hormuz Strait. He emphasized that it is too early to make definitive statements but expressed hope that an agreement will be reached very soon.
π₯πΊπΈ Joby Aviation has announced plans to develop air transportation hubs across the United States, leading to a 5% increase in its stock value. The initiative aims to enhance the accessibility and efficiency of urban air mobility solutions. For more details, visit Joby Aviation.
β οΈπ’ Brent crude oil has fallen below $80 following recent discussions. After Bessent, Rubio announced progress in negotiations concerning the Hormuz Strait. Attention now turns to Trump as the situation develops.
π’πΈπ¦ Saudi Arabia is engaging in negotiations with the Houthis through Omani intermediaries to establish a ceasefire and de-escalation, according to BBG. The kingdom aims to leverage behind-the-scenes diplomacy to mitigate the conflict, which has adversely affected its oil industry and economy. Additionally, Saudi Arabia is preparing military options should diplomatic efforts fail.