Catalysts and events · 2026-07-31

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

DateCardAvg 5d

2026-07-31Bank of Japan holds policy rate at 1.0% and adjusts 2026 growth and core inflation forecastsJGB 10Y NIKKEI 225 USDJPY
2026-07-31Tokyo core CPI accelerates to 1.9% year-on-year in July, while Japan’s June retail sales disappointJGB 10Y NIKKEI 225 TOPIX
2026-07-31United States raises tariffs up to 12.5% on imports from Japan and South Korea, adding to trade headwindsKOSPI NIKKEI 225 USDJPY USDKRW
2026-07-31Ukrainian General Staff reports 269 combat engagements in 24 hours as Russia intensifies nationwide missile and drone strikesDXY LMT RTX XAUUSD+2.26%
2026-07-31Nationwide fuel shortages deepen across nearly all Russian regions amid sustained Ukrainian strikes on refineriesRBOB GASOLINE FUTURES RUBUSD RUSSIA SOVEREIGN CDS
2026-07-31US Defense Dept Signs 7-Year Agreements to Expand Missile ProductionLMT RTX+2.26%
2026-07-31Alphabet Faces Scrutiny Over $200B AI Capex Despite Cloud GrowthGOOGL-0.51%
2026-07-31Berkshire Hathaway Cash Reaches $397B; Alphabet Becomes Top 5 HoldingBRK.B GOOGL+0.75%
2026-07-31Kyivstar Q2 Revenue Up 19%; Raises Full-Year OutlookKYIV
2026-07-31Shinhan Bank Partners with StoneX for Cross-Border PaymentsSNEX
2026-07-31Honeywell Executive Sells 89% of Direct HoldingsHON
2026-07-31Subsea 7 Awarded $50-150M Offshore Brunei ContractSUBCY
2026-07-31Apple iPhone Sales Surge 22% but Stock Falls on Weak Q4 GuidanceAAPL+1.43%
2026-07-31Arm Holdings Reports AGI Chip Demand Double ExpectationsARM
2026-07-31Silver Prices Drop 50% from Peak Amid AI Data Center Spending ConcernsAG
2026-07-31AI Power Demand Triggers Energy IPO Boom; 26% Surge ExpectedBE
2026-07-31Lam Research Positioned for 340% Memory Capex Growth by 2027LRCX
2026-07-31Apple Launches Klarna Leasing Program to Drive Device UpgradesAAPL+1.43%
2026-07-31Global SaaS Market Projected to Reach $650B by 2030CRM+4.74%
2026-07-31Japan’s June retail sales growth slows sharply, signaling softer consumptionJP10Y NKY USDJPY
2026-07-31Houthis threaten Saudi shipping in the Red SeaBRENT DHT FRO+0.98%
2026-07-31Yen jumps over 3% on suspected Japanese intervention after BOJ holdsEURJPY NKY USDJPY
2026-07-31Tokyo core CPI accelerates to 1.9% in July and core-core hits 2.0%JP10Y NKY USDJPY
2026-07-31China’s official July manufacturing PMI falls back into contractionFXI HG1 USDCNH-0.90%
2026-07-31China’s July non-manufacturing and composite PMIs drop below 50CN10Y CNY CSI300
2026-07-31Kospi posts record intraday rebound led by SK Hynix and Samsung after AI selloff000660.KS 005930.KS EWY KS11+5.72%
2026-07-31Japan announces temporary sales tax cut on food and soft drinks from 2027JP10Y NKY TOPX
2026-07-31US Defense Dept signs 7-year missile production deals amid Iran tensionsLMT RTX+2.26%
2026-07-31Arm Holdings reports 22% revenue growth; AGI chip demand doubles expectationsARM
2026-07-31Amazon stock jumps 8% after-hours on AWS acceleration and AI chip growthAMZN+1.07%
2026-07-31Alphabet AI capex projected at $200B+ for 2026 amid investor scrutinyGOOGL-0.51%
2026-07-31Apple shares fall 7% after-hours on soft Q4 margin and growth guidanceAAPL+1.43%
2026-07-31Canada faces inclusion in proposed new U.S. 10% import tariff regimeCADUSD FM.TO TSX
2026-07-31Mexico flagged among trading partners in U.S. global tariff proposalMEXBOL MXEF USDMXN
2026-07-31Brazil audit court flags widespread irregularities in PIX budget amendmentsBZ CDS 5Y IBOV USD/BRL
2026-07-31Moody’s warns of surging household loan defaults in ArgentinaBBAR BMA GD30 USD/ARS
2026-07-31Peru July CPI release set to update inflation trajectory after moderate prior printPEN BONO 2028 USD/PEN
2026-07-31Colombia’s central bank poised for further tightening amid sticky inflationCOL IRS 2Y TES 2Y USD/COP
2026-07-31Argentina government decree targets foreigners for ‘vilifying’ the nationAE38 GD30 USD/ARS
2026-07-31Venezuela’s PDVSA begins selling crude directly to foreign refinersICE BRENT MAYA CRUDE PDVSA 2027
2026-07-31Chile unemployment rate holds near 9.4%, testing labor-market resilienceBTP 5Y IPSA USD/CLP
2026-07-31Major wildfires across central and eastern Spain devastate 140,000 hectares and trigger large-scale evacuationsBME:ELE BME:MAP IBEX35 ICE:EUA
2026-07-31EU Civil Protection Mechanism deploys aircraft and emergency personnel to support France and Spain wildfire responseBIT:ENEL EU_GBS_LINKED_BONDS XETRA:ENR
2026-07-31Focus of Europe’s wildfire crisis shifts east toward Italy and Greece amid ongoing heat and droughtBIT:ENEL BIT:G FTSEMIB IT10Y
2026-07-31Russian strikes continue to disrupt Ukrainian power infrastructure, leaving multiple regions without electricityEURUAH NGEURO2027 TTF
2026-07-31Russia claims strike on ship carrying military cargo in Black Sea amid intensified maritime targetingBDI SCFMR.ME ZWH=F
2026-07-31South African GDP grows for sixth consecutive quarter in Q1 2026J203 R186 USDZAR
2026-07-31Kenya’s annual inflation edges up to 6.5% in July 2026KENINT KES NSEASI_KE
2026-07-31South Africa foreign exchange reserves decline in June 2026EZA R2030 USDZAR+9.48%
2026-07-31Ghana and African partners seek greater investment in creative industriesGGSECI GHANA30 USDGHS

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