Catalysts and events · 2026-07-31

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

DateCardAvg 5d

2026-07-31Korean AI-chip heavyweights and Kospi index stage record rebound after three-day rout → Bullish 005930.KS005930.KS
2026-07-31Russian missile and drone barrage kills civilians across Ukraine, including in Kyiv → Bullish EUR/USDEUR/USD
2026-07-31China July official PMIs slip into broad contraction, signaling renewed growth slowdown → Bullish XAUUSDXAUUSD
2026-07-31Nationwide fuel shortages deepen across nearly all Russian regions amid sustained Ukrainia → Bullish RUSSIA SOVEREIGN CDSRUSSIA SOVEREIGN CDS
2026-07-31Yen jumps over 3% on suspected Japanese intervention after BOJ holds → Bullish USDJPYUSDJPY
2026-07-31Tokyo core CPI accelerates to 1.9% in July and core-core hits 2.0% → Bullish USDJPYUSDJPY
2026-07-31Ukrainian General Staff reports 269 combat engagements in 24 hours as Russia intensifies n → Bullish RTXRTX+3.63%
2026-07-31U.S. Defense Dept. Inks 7-Year Missile Production Deals Amid Iran Tensions → Bearish LMTLMT+0.89%
2026-07-31Japan June retail sales and July Tokyo core CPI signal softer consumption but firmer infla → Bullish USDJPYUSDJPY
2026-07-31Russian forces capture Vodianske and Mala Slobedka as they advance on multiple Ukrainian f → Bullish BRENTBRENT
2026-07-31Bank Indonesia governor Perry Warjiyo resigns two years before end of term → Bullish IDRIDR+25.54%
2026-07-31China’s official manufacturing PMI falls to 49.2 in July, ending five-month expansion → Bearish CNHUSDCNHUSD
2026-07-31Moody’s warns of surging household loan defaults in Argentina → Bearish USD/ARSUSD/ARS
2026-07-31Ukrainian General Staff reports 269 combat engagements in 24 hours as Russia intensifies n → Bullish DXYDXY
2026-07-31Bank of Japan holds policy rate at 1.0% and adjusts 2026 growth and core inflation forecas → Bullish NIKKEI 225NIKKEI 225
2026-07-31U.S. Defense Dept. Inks 7-Year Missile Production Deals Amid Iran Tensions → Bearish RTXRTX+3.63%
2026-07-31Korea Exchange reportedly explores temporary short-selling ban → Bearish KOSPIKOSPI
2026-07-31RBNZ’s July OCR hike to 2.50% and guidance for further tightening underpin NZD and rates → Bullish NZDUSDNZDUSD
2026-07-31Bank Indonesia governor Perry Warjiyo resigns two years before end of term → Bullish ID10YID10Y
2026-07-31China National Bureau of Statistics reports July manufacturing and services PMIs falling below 50USD/CNH USD/CNY
2026-07-31Korean AI-chip heavyweights and Kospi index stage record rebound after three-day rout000660.KS 005930.KS
2026-07-31Suspected Japanese FX intervention triggers sharp intraday yen appreciation from multi‑decade lowsUSDJPY
2026-07-31Bank of Japan holds policy rate at 1.0% and revises 2026 growth and inflation forecastsUSDJPY
2026-07-31South Korean authorities conduct FX intervention to support won amid AI-led equity surgeUSDKRW
2026-07-31Yemen’s Houthis claim missile strike on Saudi oil tanker amid declared Red Sea blockade2222.SR BRENT CRUDE FUTURES
2026-07-31Statistics Korea reports industrial production posting largest month-on-month gain in five years005930.KS KOSPI KRW/USD
2026-07-31PBOC monetary policy committee pledges to maintain appropriately accommodative stance after quarterly meetingCHINA 10Y CGB YIELD CNH FORWARDS USD/CNY
2026-07-31Bank of Japan keeps policy rate at 1.0% and revises growth and core inflation forecasts at July meetingJAPAN 10Y JGB YIELD NIKKEI 225 TOPIX USD/JPY
2026-07-31China National Bureau of Statistics reports July manufacturing and services PMIs falling below 50COPPER FUTURES FXI HSCEI USD/CNH-0.90%
2026-07-31Tokyo core CPI accelerates to 1.9% year-on-year in July, highest since JanuaryJP10Y USDJPY
2026-07-31United States hikes tariffs up to 12.5% on Japanese and South Korean imports, intensifying regional trade frictions impacting East Asian supply chainsKS11 N225 USDJPY USDKRW
2026-07-31Bank of Japan holds policy rate at 1.0% and revises 2026 growth and inflation forecastsJP10Y USDJPY
2026-07-31China’s official manufacturing PMI falls to 49.2 in July, first contraction in five monthsCNHUSD HG1 SHCOMP
2026-07-31South Korean authorities conduct FX intervention to support won amid AI-led equity surge000660.KS 005930.KS KS11 USDKRW
2026-07-31Suspected Japanese FX intervention triggers sharp intraday yen appreciation from multi‑decade lowsN225 USDJPY
2026-07-31PBOC monetary policy committee reaffirms appropriately accommodative stance after quarterly meetingCN10Y USDCNY
2026-07-31Korean AI-chip heavyweights and Kospi index stage record rebound after three-day rout000660.KS 005930.KS KOSPI SOXX+7.60%
2026-07-31US Defense Dept signs 7-year missile production deals amid Iran tensionsLMT RTX+2.26%
2026-07-31Kospi posts record intraday rebound led by SK Hynix and Samsung after AI selloffUSDKRW
2026-07-31China July official PMIs slip into broad contraction, signaling renewed growth slowdownXAUUSD
2026-07-31US Defense Dept Signs 7-Year Agreements to Expand Missile ProductionLMT RTX+2.26%
2026-07-31Korea Exchange reportedly explores temporary short-selling ban → Bearish 000660.KS000660.KS
2026-07-31Nationwide fuel shortages deepen across nearly all Russian regions amid sustained Ukrainian strikes on refineriesRUBUSD RUSSIA SOVEREIGN CDS
2026-07-31Bank of Japan holds policy rate at 1.0% and adjusts 2026 growth and core inflation forecastsNIKKEI 225 USDJPY
2026-07-31United States raises tariffs up to 12.5% on imports from Japan and South Korea, adding to trade headwindsUSDJPY
2026-07-31US Defense Dept Inks 7-Year Deals to Expand Missile ProductionLMT RTX+2.26%
2026-07-31Yen jumps over 3% on suspected Japanese intervention after BOJ holdsEURJPY USDJPY
2026-07-31RBNZ delivers first rate hike of cycle, lifting OCR to 2.50% and signalling more tightening likelyNZDJPY NZDUSD
2026-07-31Korean AI-chip heavyweights and Kospi index stage record rebound after three-day rout000660.KS 005930.KS
2026-07-31Canada faces inclusion in proposed new U.S. 10% import tariff regimeCADUSD TSX

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