🛢 Oman's and Iran's agreement regarding the Strait of Hormuz remains uncertain, with various media reports suggesting mixed outcomes. The likelihood of a deal stands at 50-50, as monitoring continues.

⚠️🇺🇸 Sales in US government bonds began following a report by the Financial Times indicating that Waller is prepared to raise rates at the September meeting if upcoming inflation data, released in the following weeks, proves to be high. As a result, yields have started to increase.

🚨🛢 A joint statement from Iran and Oman regarding a temporary transit corridor in the Strait of Hormuz will soon be published, according to Al Arabiya.

🚨🛢 A temporary corridor in the Strait of Hormuz will remain in effect until permanent transit agreements are finalized, according to Al Arabiya.

🚨🛢 Yemen's Houthi spokesperson announced that a statement from Yemen's Armed Forces regarding a large-scale military operation is expected soon. It remains unclear whether this will pertain to an upcoming operation or one that has already taken place.

🇺🇸 Alphabet plans to raise up to $25 billion through a new bond issuance.

🚨 The United States reported initial jobless claims at 199,000, slightly below expectations of 203,000 and up from the previous count of 197,000. Continuing jobless claims rose to 1.801 million, exceeding the anticipated 1.790 million and up from 1.782 million previously.

🚀 Microsoft has opened its fourth data center in India. Meanwhile, Alphabet plans to raise up to $25 billion through a new bond offering. Major tech companies continue to invest heavily in AI at record speeds. Amazon and Alphabet reported negative cash flow in the second quarter of 2026, while cash generation at Meta* (*recognized as extremist and banned in Russia) plummeted by 91% amid rapidly increasing AI capital expenditures.

🛢 Yemeni sources report that in just a few minutes, the Yemeni armed forces will announce a large-scale special military operation in their statement, according to Fars News.

🚨 Al Arabiya reports that Iran and Oman are set to announce a temporary transit corridor in the Strait of Hormuz, signaling a bearish outlook. Meanwhile, Fars News anticipates that the Houthis will soon declare a large-scale special military operation, indicating a bullish sentiment.

🛢 Brent crude oil prices have surged above $80 a barrel, reflecting ongoing market dynamics and geopolitical tensions. Investors are closely monitoring supply and demand factors that could influence further price movements. The rise in prices may impact global economies and consumer spending as energy costs fluctuate. For more details, visit this link.

🛢️🇪🇺 Bank of America predicts a significant rise in gas prices in Europe if the Strait of Hormuz does not reopen by autumn.

🚫🛢🇪🇺 Europe has set a new record low for gas storage levels. According to Gas Infrastructure Europe, on August 4, the amount of gas injected into underground storage facilities reached its lowest point for that day since 2012, attributed to Gazprom's reduced supplies.

🛢✴️ Oil futures trading has gained traction among crypto enthusiasts, particularly since the Trump administration, when oil began to be traded like a full-fledged asset. With significant liquidity in the market, many traders are flocking to this new avenue. Trading volumes on Hyperliquid are reaching record highs, indicating a growing interest in oil futures. For more information, visit Hyperliquid.

🚨🇺🇸 The lock-up period for SpaceX shares has officially ended following the IPO. Insiders are now free to sell up to 911.5 million shares if they choose.

🚨🇷🇺 Diasaft has announced its dividend for the first half of 2026, set at 16 RUB per share. The General Meeting of Shareholders (GOSA) will take place on September 10, with the record date for the dividends on September 21.

🚨🇷🇺 The board of DIASOFT will revisit the buyback proposal in the next financial quarter. The company has decided not to conduct a buyback in the current financial quarter.

💥 Plume has joined the DTCC (Depository Trust & Clearing Corporation) working group to develop solutions for digital assets. This collaboration includes major players such as Nasdaq, Charles Schwab, and Alpaca. The company's stock has seen a 3% increase.

📢 The Russian Ministry of Finance has confirmed that it is not discussing a windfall tax for metallurgists and gold miners. A draft bill on excise tax for imported steel is being developed and discussed with businesses. The Ministry opposes the cancellation of the excise tax on steel for electric metallurgists and does not plan changes to damping measures. Additionally, it is considering tax deferrals for affected Wildberries sellers and may assess companies' defense spending for tax purposes, with potential amendments to the Tax Code planned. — Sazanov

🍷 The government has resumed discussions on a bill allowing the sale of Russian wine through "Post of Russia" and marketplaces, according to the Ministry of Finance.

💎 President Vladimir Putin has issued a decree to establish a diamond cutting cluster in the regions of Yakutia and Smolensk. This initiative aims to enhance the diamond processing industry in Russia, promoting economic growth and development in these areas. The government is expected to provide support and resources to facilitate this project. For more information, visit this link.