🔥 The Russian Ministry of Finance plans to increase currency and gold purchases to 6.5 billion rubles per day starting August 7. Many analysts had anticipated a reduction in currency buying under the budget rule, according to RBC Investments. Meanwhile, the Central Bank of Russia's net currency purchases will rise to 5.92 billion rubles per day, up from 4.82 billion rubles previously.

🚫🇺🇸 The United States has banned the export of various used critical minerals, according to a report by the Financial Times. This move underscores the nation's efforts to control resources deemed essential for national security and technological advancement. The decision may have significant implications for global supply chains and international relations in the mineral sector. For more details, visit FT.

⚠️🇮🇷 Tensions between the US and Iran continue to influence oil prices and gasoline costs in the United States. As oil prices drop, gasoline costs decrease, prompting former President Trump to initiate airstrikes on Iran. In response, Iran retaliates, causing oil prices to rise again. This cycle repeats as Trump halts military action, engages in negotiations, and announces progress, leading to a subsequent drop in prices. The pattern of conflict and resolution remains ongoing, impacting the market consistently.

🇷🇺 MOSENERGO's net profit under IFRS for the first half of 2026 reached 11.8 billion rubles, down from 14.5 billion rubles the previous year, according to their report.

🌟 CIRCLE has reported its Q2 adjusted EBITDA at $143 million, surpassing estimates of $139.6 million. The total revenue and reserve income stands at $701.3 million, slightly below the estimated $712.3 million. Additionally, the company minted $83 billion in USDC, falling short of the expected $88.82 billion. CIRCLE's stablecoin market share remains at 27%, matching initial estimates of 27.6%.

⬆️🌕 Gold is attempting to break out of a month-long consolidation phase.

🚀 PROMOMED reports preliminary results for the first half of 2026, revealing a 76% increase in sales, surpassing revenue forecasts and fostering optimism for the latter half of the year.

PROMOMED: Key strategic segments show double-digit growth amid rising demand for modern, high-tech therapies. By May, the company became the leading player in the retail market, with its flagship product, Tirzetta®, being the best-selling drug in Russian pharmacies throughout 2026.

🎉 Disney's third-quarter adjusted earnings per share (EPS) reached $2.06, surpassing estimates of $1.86. The company's strong performance reflects its continued success in the entertainment industry. For more details, visit Disney.

🌟 CVS Health has reported strong second-quarter earnings, with an adjusted earnings per share (EPS) of $2.58, surpassing estimates of $1.85. The company's net revenue reached $106.1 billion, exceeding the expected $99.97 billion.

🇺🇸 Eli Lilly reported a remarkable second-quarter performance, with adjusted earnings per share (EPS) reaching $8.38, up from $6.31 year-over-year. The company's revenue for the quarter stood at $22.97 billion, surpassing estimates of $20.59 billion.

🚨 The average production cost of BTC is currently about $77,000. According to JPMorgan, around 20% of miners are currently operating at a loss.

📱 Russia and Kyrgyzstan are set to establish a unified mobile operator, as reported by Kommersant.

📬 Today’s Calendar - August 6, 2026

Brazil's Central Bank rate decision is set for 00:30 MSK. In the U.S., Initial Jobless Claims will be released at 15:30 MSK, followed by Canada's S&P Services/Composite PMI for July at 16:45 MSK. The U.S. will also report natural gas reserves at 17:30 MSK.

Notable corporate updates include SpaceX's lock-up period ending, and Incab's development strategy approval for 2026-2027. Additionally, shareholders of MMK will discuss subsidiary integration. Key earnings reports include Krispy Kreme and Papa John's among others throughout the day.

🌍 ConocoPhillips reported its Q2 earnings with an adjusted EPS of $3.24, surpassing estimates of $2.90. The company also achieved an adjusted net income of $4.0 billion, exceeding predictions of $3.52 billion.

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💥🇺🇸 PELOTON has reported its first-ever net profit, a significant milestone for the company. For more details, visit the full report here.

⚛️ Bank of America forecasts that by the end of 2027, uranium prices will rise by 50% from current levels, driven by the widespread adoption of nuclear energy globally.

⚠️🇺🇸 The Federal Reserve is prepared to raise interest rates at its September meeting if upcoming inflation data is high and inflation expectations continue to rise, according to sources from the Financial Times within the Fed.

💥🇺🇸 SpaceX shares rose by 3% today as the lock-up period following its IPO comes to an end. This could release approximately 911.5 million shares into the market. However, due to a significant decline in stock prices, insiders may be reluctant to sell their shares. For more details, visit MarketWatch.

💥🇷🇺 M.Video has fully redeemed bonds of series 001P-05, totaling 3.75 billion rubles, along with a coupon payment of 1.6 billion rubles.