Analytical Digest — 30.07.2026 17:02

The world has entered a phase of expanding hybrid warfare against maritime communications. A drone strike on two vessels in an Egyptian port on the Mediterranean Sea (T2) breaks the previous security logic: Houthis/Iranian proxies demonstrate the ability to paralyze not only the Red Sea but also Europe's southern underbelly. Against this backdrop, a market storm: S&P 500 falls 1.5%, Nasdaq 2%, while WTI oil surges 7.3% to $84.25. A sell-off in Treasuries (10-year yield 4.65%) with the Fed rate on hold paints a picture of stagflation shock. Inside Ukraine, a landmark purge: the State Bureau of Investigation and General Staff conduct searches in over 100 military enlistment offices, documenting a systemic failure of mobilization. On the front, retaliatory strikes against Crimea (Kerch) and Vinnytsia. Picture of the day: geopolitical risk premium in oil and fear of global trade paralysis become the main market driver, overshadowing even corporate earnings and monetary policy.