Analytical Snapshot — 26.07.2026 17:01

World 26.07.2026: The cascade of Iranian escalation enters a new spiral — a Ukrainian attack in the Caspian provokes the death of an IRGC sailor, Tehran threatens London, and Washington sinks a merchant vessel violating the blockade. WTI oil has settled above $84, but Nasdaq plunges 1.12%: capital flows into commodities and safe havens, sensing a major war across three maritime theaters (Red Sea, Caspian, Hormuz). Foreign Affairs publishes a requiem for American hegemony: 'The World Surrenders to America.' The Berlin attack and strikes on Odesa close the arc of instability from Europe to the Persian Gulf. The US yield curve inversion deepens — the market prices in a recession, but the Fed is constrained by inflation. The vector of the day: acceleration of deglobalization through military shock.