Analytical Brief — 05.08.2026 17:02

The nighttime massive strike on Kyiv has entered a new phase — targeted destruction of civilian logistics. Destroyed were the main Rozetka warehouse in Brovary and two Epicenter logistics complexes; the Nova Poshta sorting center was hit. This is not a terrorist attack, but an economic battering ram: paralysis of Ukraine's internal market. US markets reacted with growth (S&P 500 +1.80%) on falling oil (WTI $84.25, -7.49 over 10 days) — capital is shifting from commodities to the tech sector on expectations of a Fed rate cut. Iran remains in focus: Foreign Affairs publishes as many as 15 signal articles, including direct instructions on trade balancing and a hidden path to regime change in Tehran. The configuration of the global board is shrinking to three nodes: Ukraine — a front of attrition, Iran — diverting US attention, the global economy — redistribution of energy flows.