Catalysts and events · 2026-07-31

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

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2026-07-31Russia’s Union of Grain Exporters warns Ukrainian drone attacks on Russian ships and ports risk shutting Black Sea grain exportsMAY26-W RON WHEAT
2026-07-31Ukrainian armed forces strike Russian oil refinery and logistics infrastructure in Volgograd and other regionsBRN00 CL1 RUSBOND
2026-07-31Israeli forces demolish tunnels under Beaufort in southern Lebanon amid ongoing cross‑border clashesTA-35 INDEX
2026-07-31Iranian forces reportedly stop vessels exiting Strait of Hormuz and turn others back amid Gulf conflictBRENT FUTURES LNG FREIGHT INDICES VLCC SPOT RATES WTI FUTURES
2026-07-31Egyptian president warns of regional escalation after strike on Egyptian port amid Gaza and Gulf tensionsEGX30 INDEX SUEZMAX FREIGHT RATES
2026-07-31Moody’s warns of surging household loan defaults in Argentina → Bearish GD30GD30
2026-07-31US Defense Dept signs 7-year missile production deals amid Iran tensions → Bearish RTXRTX+3.63%
2026-07-31Yen jumps over 3% on suspected Japanese intervention after BOJ holds → Bullish EURJPYEURJPY
2026-07-31US Defense Dept signs 7-year missile production deals amid Iran tensions → Bearish LMTLMT+0.89%
2026-07-31Bank Indonesia governor Perry Warjiyo resigns two years before end of term → Bullish ID10YID10Y
2026-07-31Bank Indonesia governor Perry Warjiyo resigns two years before end of term → Bullish IDRIDR+25.54%
2026-07-31Russia launches large-scale missile and drone barrage on Ukraine overnight, killing civili → Bullish XAUUSDXAUUSD
2026-07-31Russian forces capture Vodianske and Mala Slobedka as they advance on multiple Ukrainian f → Bullish BRENTBRENT
2026-07-31US Defense Dept Signs 7-Year Agreements to Expand Missile Production → Bullish LMTLMT+0.89%
2026-07-31United States raises tariffs up to 12.5% on imports from Japan and South Korea, adding to → Bearish USDJPYUSDJPY
2026-07-31China July official PMIs slip into broad contraction, signaling renewed growth slowdown → Bullish XAUUSDXAUUSD
2026-07-31U.S. Defense Dept. Inks 7-Year Missile Production Deals Amid Iran Tensions → Bearish RTXRTX+3.63%
2026-07-31Kospi posts record intraday rebound led by SK Hynix and Samsung after AI selloff → Bullish USDKRWUSDKRW
2026-07-31US Defense Dept Announces 7-Year Missile Production Agreements Amid Iran Tensions → Bullish RTXRTX+3.63%
2026-07-31Russian missile and drone barrage kills civilians across Ukraine, including in Kyiv → Bullish EUR/USDEUR/USD
2026-07-31Korean AI-chip heavyweights and Kospi index stage record rebound after three-day rout → Bullish 005930.KS005930.KS
2026-07-31United States hikes tariffs up to 12.5% on Japanese and South Korean imports, intensifying regional trade frictions impacting East Asian supply chainsUSDJPY USDKRW
2026-07-31China July official PMIs slip into broad contraction, signaling renewed growth slowdown → Bullish XAUUSDXAUUSD
2026-07-31Japan June retail sales and July Tokyo core CPI signal softer consumption but firmer infla → Bullish JP10YJP10Y
2026-07-31Yen surges over 3% on suspected official intervention after BoJ holds policy → Bullish USDJPYUSDJPY
2026-07-31Yen jumps over 3% on suspected Japanese intervention after BOJ holds → Bullish USDJPYUSDJPY
2026-07-31US Defense Dept Inks 7-Year Deals to Expand Missile Production → Bearish LMTLMT+0.89%
2026-07-31Russian missile and drone barrage kills civilians across Ukraine, including in Kyiv → Bullish RORO
2026-07-31US Defense Dept Inks 7-Year Deals to Expand Missile Production → Bearish RTXRTX+3.63%
2026-07-31US Defense Dept Announces 7-Year Missile Production Agreements Amid Iran Tensions → Bullish LMTLMT+0.89%
2026-07-31Tokyo core CPI accelerates to 1.9% in July and core-core hits 2.0% → Bullish USDJPYUSDJPY
2026-07-31Russian missile and drone barrage kills civilians across Ukraine, including in Kyiv → Bullish PLNPLN
2026-07-31Canada faces inclusion in proposed new U.S. 10% import tariff regime → Bearish TSXTSX
2026-07-31Ukrainian General Staff reports 269 combat engagements in 24 hours as Russia intensifies n → Bullish LMTLMT+0.89%
2026-07-31Nationwide fuel shortages deepen across nearly all Russian regions amid sustained Ukrainia → Bullish RUBUSDRUBUSD
2026-07-31Apple iPhone Sales Surge 22% but Stock Falls on Soft Q4 Guidance → Bearish SPYSPY+3.51%
2026-07-31Houthis threaten Saudi shipping in the Red Sea → Bullish FROFRO+0.94%
2026-07-31Ukrainian General Staff reports 269 combat engagements in 24 hours as Russia intensifies n → Bullish RTXRTX+3.63%
2026-07-31Ukraine targets Russian Wildberries warehouse and oil refinery, Moscow claims strike on sh → Bullish BRENTBRENT
2026-07-31U.S. Defense Dept. Inks 7-Year Missile Production Deals Amid Iran Tensions → Bearish LMTLMT+0.89%
2026-07-31Canada faces inclusion in proposed new U.S. 10% import tariff regime → Bearish CADUSDCADUSD
2026-07-31Japan June retail sales and July Tokyo core CPI signal softer consumption but firmer infla → Bullish USDJPYUSDJPY
2026-07-31Kospi posts record intraday rebound led by AI‑linked semiconductor stocks after brutal thr → Bullish SOXXSOXX+7.60%
2026-07-31Nationwide fuel shortages deepen across nearly all Russian regions amid sustained Ukrainia → Bullish RUSSIA SOVEREIGN CDSRUSSIA SOVEREIGN CDS
2026-07-31Ukrainian General Staff reports 269 combat engagements in 24 hours as Russia intensifies n → Bullish XAUUSDXAUUSD
2026-07-31RBNZ delivers first rate hike of cycle, lifting OCR to 2.50% and signalling more tightenin → Bullish NZDUSDNZDUSD
2026-07-31Ukraine targets Russian port infrastructure and Wildberries warehouse with drones, hitting → Bullish BRN1!BRN1!
2026-07-31US Defense Dept Signs 7-Year Agreements to Expand Missile Production → Bullish RTXRTX+3.63%
2026-07-31Hostilities resumed in the Persian Gulf after the June ceasefire interlude ended → Bearish WTIWTI
2026-07-31China’s official manufacturing PMI falls to 49.2 in July, ending five-month expansion → Bearish CNHUSDCNHUSD

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