SOF RMUSOF · RMU

VECTOR · 2026-07-26

Analytical Snapshot — 26.07.2026 05:01

Day 26.07.2026: The world at a breaking point, but markets are not yet hearing the crack. The vehicle ramming into a crowd at Berlin Pride — a detonator of intra-European division: the migration issue and the culture war are spilling into the streets amid the weakening of traditional parties. The Iran-Ukraine conflict has moved beyond proxy: a strike on a vessel in the Caspian Sea, IRGC statement on readiness to strike Britain — the Caspian becomes a new front, and the risks of direct confrontation are growing across all azimuths. In Ukraine — a systematic air blockade of Kharkiv and Odesa, drone strikes are recorded as routine. The US continues its trade war with new tariffs, the Trump administration tightens the pressure loop on Iran and China. WTI oil corrects below $85, but this is a false calm before a new surge on heightened tension. Markets are in a phase of denial of the geopolitical shift.

Day 26.07.2026: The world at a breaking point, but markets are not yet hearing the crack. The vehicle ramming into a crowd at Berlin Pride — a detonator of intra-European division: the migration issue and the culture war are spilling into the streets amid the weakening of traditional parties. The Iran-Ukraine conflict has moved beyond proxy: a strike on a vessel in the Caspian Sea, IRGC statement on readiness to strike Britain — the Caspian becomes a new front, and the risks of direct confrontation are growing across all azimuths. In Ukraine — a systematic air blockade of Kharkiv and Odesa, drone strikes are recorded as routine. The US continues its trade war with new tariffs, the Trump administration tightens the pressure loop on Iran and China. WTI oil corrects below $85, but this is a false calm before a new surge on heightened tension. Markets are in a phase of denial of the geopolitical shift.

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