Analytical Brief — 29.07.2026 17:02

Tectonic shift in the Middle East: Saudi Arabia has entered direct military action against pro-Iranian forces in Iraq on the side of the United States. This marks Riyadh's architectural transition from double-dealing to an open power bloc. WTI crude sharply loses 3.42% amid a Dow Jones rise (+1.08%) — the market is pricing in remilitarization as an industrial driver while temporarily reducing risk premium on commodities. Nasdaq 100 goes negative (-0.97%): technology loses appeal in the face of geopolitical fire. Durov becomes a bargaining chip: Russia charges him with facilitating terrorism, hijacking the agenda from the West. The Ukrainian front sinks into operational routine — air raid alerts and local strikes, no resonant breakthroughs. The world slides into a phase of open power redistribution involving regional heavyweights.