Catalysts and events · 2026-07-29

Everything the Opportunity Map and Intelligence Feed published for this date.

DateCardAvg 5d

2026-07-29Iran launches drone strikes on US bases in Kuwait, Qatar and Bahrain after Washington ends ceasefireBRENT QE INDEX WTI
2026-07-29Ukrainian drones sharply increase strikes on Russian energy grid and shadow fleet → Bearish BRENTBRENT
2026-07-29Russia reports large overnight wave of Ukrainian drones targeting Moscow region → Bullish RUBUSDRUBUSD
2026-07-29Australia Q2 2026 CPI and June monthly inflation undershoot forecasts, easing pressure on RBA tighteningAUDUSD
2026-07-29Trump pauses planned new strikes on Iran as Oman-led mediation seeks deal to reopen Strait → Bearish LCOC1LCOC1
2026-07-29RBNZ’s recent 25 bp hike to 2.50% and hawkish guidance keep NZD supported into week’s tradingNZDUSD
2026-07-29IMF upgrades Egypt’s 2026 growth forecast to 4.6% despite downgrading broader MENA outlook on Hormuz closureEGX30 LCOC1
2026-07-29IMF July 2026 WEO upgrade raises Egypt’s 2026 growth forecast to 4.6% amid regional contractionEGX30 SA10YUSD
2026-07-29OPEC+ Expected to Pause Production Hikes Through Year-EndCVX WTI-2.84%
2026-07-29Ukraine’s drone campaign disrupts up to 40% of Russian oil refining capacity and causes gasoline shortages in multiple regionsBRENT
2026-07-29Oil tanker traffic through the Strait of Hormuz fell to a near standstill after renewed U.S.-Iran strikes and Iranian retaliationBRENT VLCC
2026-07-29Australia’s June quarter CPI undershoots forecasts, easing pressure on the RBA to hike in → Bearish ASX 200ASX 200
2026-07-29Russia reports large overnight wave of Ukrainian drones targeting Moscow region → Bullish US10YUS10Y
2026-07-29Iranian armed forces launched attacks on U.S. military infrastructure in neighboring Gulf → Bullish BRENTBRENT
2026-07-29US military strikes on five Iranian provinces kill at least 14 as Washington resumes offensiveBRENT DXY XAUUSD
2026-07-29Australia’s June quarter CPI undershoots forecasts, easing pressure on the RBA to hike in → Bearish AU10YAU10Y
2026-07-29IMF upgrades Egypt’s 2026 growth forecast and sharply downgrades MENA outlook on war and Hormuz disruptionEGGB EGX30
2026-07-29Ukrainian drones hit Russian oil facilities and tankers in Azov Sea and Russian regions → Bullish BRN00BRN00
2026-07-29Philippines' BSP signals possible 50 bps rate hike if inflation risks worsenUSD/PHP
2026-07-29Saudi Arabia and US launch strikes on Iran-backed groups in Iraq after drone attacks on Saudi petroleum facilitiesARAB LIGHT CRUDE BRENT SAR SAUDI ARAMCO BONDS
2026-07-29Ukrainian SBU claims strike on major Lukoil refinery and Russian logistics sites in Ryazan, Perm, Rostov regionsLUKOY
2026-07-29Australia’s June quarter CPI undershoots forecasts, easing pressure on the RBA to hike in → Bearish AUD/USDAUD/USD
2026-07-29Russian ballistic missile strikes defense tech and drone exhibition near Kyiv → Bullish LHXLHX-3.83%
2026-07-29China economic planner outlines six key priorities for 2026–2030 Five-Year Plan focusing on reform and opening-up0981.HK 2823.HK KWEB USDCNH+2.66%
2026-07-29China highlights new growth drivers as economy grows 4.7% in H1 2026 under new five-year planCSI300 FXI USDCNH-0.11%
2026-07-29Regional AI demand identified as major driver of export growth across ASEAN+3, supporting South Korean tech cycle000660.KS 005930.KS KOSPI
2026-07-29Strong China and Hong Kong demand lifts Vietnam shrimp exports, underscoring resilient North Asia food import demand01052.HK 1216.TW
2026-07-29Ukrainian SBU claims drone strike on Lukoil Perm refinery and other Russian energy sitesBRENT GO FUTURES RU10Y RUB
2026-07-29Ukraine’s drone campaign disrupts up to 40% of Russian oil refining capacity and causes gasoline shortages in multiple regionsBRENT LUKN.ME RBOB FUTURES RUB
2026-07-29Iran launches drone strikes on US bases in Kuwait, Qatar and Bahrain after Washington ends ceasefireBRENT QE INDEX TASI WTI
2026-07-29US military strikes on five Iranian provinces kill at least 14 as Washington resumes offensiveBRENT DXY IRR XAUUSD
2026-07-29Iran suspends Tehran–Mashhad passenger rail services after US‑Israeli missile strikes on key bridgesBRN00 CL1 EMB JPMX+0.65%
2026-07-29Jordan intercepts multiple missiles fired from Iran amid regional escalationJOD JORDAN SOVEREIGN BONDS USDJPY XAUUSD
2026-07-29Saudi Arabia and US launch strikes on Iran-backed groups in Iraq after attacks on Saudi petroleum facilitiesBRENT IRAQI EUROBONDS SAUDI CDS WTI
2026-07-29Yemen’s Houthis claim missile strike on Saudi oil tanker amid declared Red Sea blockade2222.SR BRN00 SAUDI_5Y_CDS USD/SAR
2026-07-29Pakistan issues emergency spot LNG tender after Hormuz hostilities disrupt Qatari cargoesGLNG JKM QE_INDEX TTF
2026-07-29Iran and Oman exchange proposals for managing Strait of Hormuz traffic based on Malacca modelBRENT OMAN CRUDE TANKER FREIGHT INDICES
2026-07-29US strikes on Iran and vessel attacks bring Strait of Hormuz traffic near standstillBRENT TASI USDQAR WTI
2026-07-29South Africa’s foreign exchange reserves fall in June 2026RSA10Y USDZAR
2026-07-29Oil tanker traffic through the Strait of Hormuz fell to a near standstill after renewed U.S.-Iran strikes and Iranian retaliationBDTI BRENT VLCC
2026-07-29Japan macro research house trims FY2026 GDP outlook to 0.5% amid softer growth expectationsJP10Y N225 USDJPY
2026-07-29China highlights new growth drivers and confirms 4.7% H1 GDP as 15th Five-Year Plan beginsAUDUSD CNHUSD COPPER HSCEI
2026-07-29EU wildfire damage rises to record scale as France remains one of the hardest-hit countriesSTOXX600 SXIP WHEAT
2026-07-29Germany reaches deal with the United States to buy Tomahawk cruise missilesHAG.DE RHM.DE XAR+9.29%
2026-07-29Monaco bombing suspect found dead in Ukraine-linked investigationEURCHF SMI
2026-07-29Brazil clears more oil firms for the next pre-salt auctionBRENT IBOV PETR4
2026-07-29Venezuela moves to open its power sector to private investmentPDVSA USO VETI-11.16%
2026-07-29Peru’s new cabinet takes office with the Interior portfolio and migration authority settledPEN PERUV
2026-07-29Chile grants the long-delayed permit for the Valparaíso port projectCLP IPSA
2026-07-29Colombia’s government names a new leadership team at Ecopetrol after a marathon board meetingCOLCAP COP EC-2.56%

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