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05:35
MUFG warned that the outlook for the U.S. dollar has deteriorated. This assessment follows the Federal Reserve's decision to leave interest rates unchanged and offer little clarity on its future policy direction. The bank highlighted that rising inflation expectations and diminishing confidence in the Fed could lead to a steeper yield curve, a pattern that has historically put downward pressure on the dollar.
05:33
Seven months after Nicolás Maduro's removal, major U.S. oil companies, including ExxonMobil and Chevron, have yet to secure significant investment deals in Venezuela. Negotiations have stalled over access to the country's most attractive oil fields, fiscal terms, unresolved compensation disputes from past nationalizations, and concerns over long-term political stability. A recent earthquake also slowed progress. While the Trump administration aims for Venezuela to boost oil production to strengthen global supply, major producers are cautious about committing billions of dollars, allowing smaller private energy firms to gain traction.
05:32
The Wall Street Journal reports that Meta's strategy for its extensive AI investments is facing increasing challenges. This is attributed to rising costs, limitations on borrowing, and resistance from investors.
05:29
Investors are increasingly favoring shorter-term corporate debt. This approach allows them to secure elevated yields while simultaneously limiting their exposure to interest-rate volatility and broader market swings.
05:28
Indonesia's sovereign wealth fund Danantara's planned dollar notes are unlikely to price quickly, as a global bond rout is clouding debt issuance, according to people familiar with the matter.
05:20
Oil prices rose on Thursday after the United States launched a “large-scale” airstrike against Iran late Wednesday in retaliation for Iran’s earlier missile attacks on U.S. forces in the region. Iran’s Islamic Revolutionary Guard Corps threatened to respond with further escalation. Brent crude futures, the international benchmark, rose 1.5% to $92.10 per barrel, while U.S. West Texas Intermediate (WTI) crude futures rose 0.9% to $85.23 per barrel. U.S. Central Command stated that the operation was a “strong response” to Iran’s attempt on Tuesday to attack U.S. forces in the Middle East, targeting dozens of sites belonging to the Islamic Revolutionary Guard Corps within Iran, including military command centers, missile facilities, and drone facilities.
05:12
The Korea Exchange has reportedly reviewed the technical feasibility of implementing a temporary short-selling ban and tighter daily price limits. This consideration comes as sharp market declines fuel calls from retail investors for stronger stabilization measures to curb market volatility. Officials stated that no final decision has been made, describing the review as a contingency exercise.
05:07
Evercore ISI has removed Meta Platforms (META) from its TAP Outperform List. The firm maintained an 'Outperform' rating but cut its price target for Meta to $820 from $930. Evercore ISI cited rising AI spending, limited visibility on future capital expenditures, and a lack of clear AI monetization strategies as reasons for the adjustment, despite Meta's solid second-quarter results which modestly beat expectations.
05:05
Microsoft's strong earnings report, which showed its cloud unit achieving its fastest growth in four years and reassured investors about the payoff from AI spending, led to gains in U.S. stock futures. S&P 500 futures rose 0.2% and Nasdaq 100 contracts gained 0.4%, with Microsoft's stock up 8% in premarket trading. Bitcoin traded near $63,900, tracking the broader market's positive sentiment.
05:05
A CoinDesk analysis notes that perpetual futures (often referred to as “perps”) have become the primary driver of price discovery on Bitcoin and Ethereum, accounting for approximately 93% of total cryptocurrency futures trading volume and frequently surpassing the spot market.The article cites the example of SpaceX to illustrate the influence of perpetual contracts: prior to SpaceX’s $75 billion IPO at $135 per share, pre-IPO perpetual contracts for SpaceX on crypto platforms had already valued the stock at approximately $170.SpaceX opened at $161 on its first day of trading and briefly surpassed $176 during the session, validating the perpetual contracts’ accurate prediction of first-day demand.However, SpaceX’s stock price subsequently fell more than 40% from its peak, dropping below the IPO price. Analysts believe this exposed the limitations of perpetual contracts in pricing potential supply, such as the large volume of shares becoming available after the expiration of insider lock-up periods.
05:00
Australia's eSafety Commissioner has initiated court proceedings against Telegram, alleging the platform failed to detect and remove extremist material shared by users.
04:39
The Polish Premier stated that an object which fell on Polish territory was a Russian missile.
04:33
OKX Singapore will list new tokens as trade-only on August 6, 2026. Users will be able to buy, sell, and convert these tokens on the platform, but on-chain deposits and withdrawals will not be supported. Any existing balances of these tokens in OKX accounts will be automatically reclassified to trade-only after August 6, 2026, 2:00 PM UTC+8. Users are advised to withdraw affected tokens before this deadline to avoid reclassification.
04:30
JPMorgan upgraded SFM to Overweight, raising its price target to $103 from $80. Meanwhile, Piper Sandler downgraded CAPR to Neutral, significantly cutting its price target to $2 from $58. Other rating adjustments include KBW upgrading LMND to Market Perform, and Deutsche Bank downgrading OPCH to Hold. Piper Sandler also downgraded PFSI and TENB to Neutral.
04:22
Hong Kong's Securities and Futures Commission (SFC) has issued a restriction notice to a broker, freezing over $125 million in assets. The assets are linked to suspected fraud in an initial public offering (IPO).
04:09
The European Central Bank (ECB) has detailed the accessibility features for the upcoming digital euro app, which will allow users to access basic digital euro services. The proposed design incorporates the highest level of Web Content Accessibility Guidelines (WCAG) for mobile payment applications, exceeding the requirements of the European Accessibility Act. The app is currently under development and will be tested during the digital euro pilot launching in 2027.
04:05
Goldman Sachs On July 29, a top trading team warned that although the deleveraging process is nearing its end, market risks have not yet been fully resolved, and multiple key events will continue to suppress volatility.The report noted that global total leverage remains at the 93rd percentile on a five-year lookback basis, and if the S&P 500 continues to decline, the scale of systemic selling over the coming week could reach as high as $24.9 billion—far exceeding the buying volume in a bullish scenario.Against this backdrop, Goldman Sachs recommends actively establishing protective positions, including long-correlation strategies and short-term put options on IWM and popular retail stocks.
03:54
Tahir Andarabi, spokesperson for Pakistan’s Ministry of Foreign Affairs, said at a weekly press briefing in Islamabad that negotiations are underway between the United States and Iran to restore stability, particularly in the Strait of Hormuz.

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