БИЗНЕС НОВОСТИ

🗓 This week’s major events include the NATO summit in Ankara on July 7-8. From July 2-8, Chinese Foreign Minister Wang Yi will visit Sweden, Finland, and Denmark. On Monday, economic updates are anticipated from the Eurozone, Canada, and the U.S. Tuesday will highlight Germany’s industrial production data, U.S. employment statistics, and forecasts for the oil market. On Wednesday, New Zealand's central bank will announce its rate decision, along with U.S. oil inventory reports. Thursday and Friday will feature inflation and industrial data releases from China, the Eurozone, and other regions.

🔥🛢 OPEC+ plans to boost oil production by 188,000 barrels per day beginning in August, as reported by delegates. The next meeting is set for August 2.

💡 Масштабное освоение агентных систем обеспечит России долгосрочное конкурентное преимущество. Старший вице-президент, руководитель блока «Технологии» Сбера Кирилл Меньшов на выставке «Иннопром» заявил о важности перехода к обновлённой стратегии AI-трансформации AI-Disrupt PDLC. По его словам, в будущем победят организации со зрелой ИИ-культурой, а агентская разработка должна стать общепринятым стандартом. Сам подход перестраивает привычный цикл создания продуктов. Процессы будут завязаны на ИИ-агентах, интегрированной среде исполнения и разработке через спецификации при обязательном сохранении человеческой экспертизы.

⚠️ The trend of outflows from spot BTC ETFs has not yet demonstrated a definitive turnaround. Although there was a notable influx last week, it appears to be an isolated event following an extended period of declines. The market largely agrees that BTC is nearing the end of its bear market, although a drop to approximately $50,000 remains a possibility. There is skepticism about further declines in crypto if the AI bubble in stocks were to burst. Nevertheless, experts believe that Trump will take steps to prevent a significant drop in the stock market before the midterm elections in November.

✴️ OKX, a cryptocurrency exchange, has secured a 20% ownership in South Korean crypto exchange Coinone, making it the third-largest shareholder. Learn more here.

⚡️ В 2025 году в России открылось больше интернет-магазинов, чем за весь 2023-й и 2024-й годы вместе взятые. Эксперты объясняют этот тренд ухудшением условий работы на маркетплейсах и тем, что продавцы, набравшись опыта, все чаще запускают собственные онлайн-магазины.

🛢️ Last week, BofA|EPFR reported a notable outflow from global oil stocks, marking the largest decrease since July 2024.

🇷🇺 Following a Central Bank meeting, major banks have raised their deposit and account rates, as reported by RBC.

⚠️ For the first time in history, the United States is allocating more funds to interest payments on the national debt than to national defense. Former President Trump is calling for an immediate reduction in Federal Reserve rates to lower these interest payments, but current macroeconomic conditions make such actions unfeasible.

⚠️ In Tehran, the air is filled with chants of "Death to Israel" and "Death to America" as Iran embarks on a six-day mourning period for the deceased supreme leader. Tens of millions, including those paying tribute to Ayatollah Khamenei, are anticipated to participate, with estimates of up to 30 million attendees. Iranian media report a significant rise in militant sentiments. Meanwhile, the primary negotiating team, led by Qalibaf and Foreign Minister Aragchi, is facing allegations of being too lenient and collaborating with the U.S. Experts forecast challenging negotiations in the near future.

🛢 OPEC+ has reached a key agreement to boost oil production quotas by 188,000 barrels per day for August, as reported by RTRS.

📰 The Economist acknowledged its mistake in predicting a significant increase in oil prices as a result of the conflict with Iran. Contrary to expectations, oil prices declined more than anticipated. In its editorial, the magazine identified two key miscalculations: it underestimated both the chances of a U.S.-Iran agreement regarding the Strait of Hormuz and the speed at which China could decrease its crude oil imports. Consequently, the market did not align with the analysts' projections: Gulf oil supplies stabilized, while Chinese demand fell more sharply than forecasted.

❗️🛢 Today, OPEC+ nations will convene to deliberate on oil production levels for August, with a projected rise of 188,000 barrels per day. At the same time, U.S. oil exports are hitting record levels.

🇧🇾🇻🇪 Trump extended his congratulations to Lukashenko on Belarus Independence Day, while Lukashenko reciprocated by congratulating Trump on the United States Independence Day. Additionally, Lukashenko offered his greetings to Rodriguez in celebration of Venezuela's Independence Day.

🇰🇵 North Korea has carried out strategic cruise missile tests using the destroyer "Kang Gon" as the launch platform. Kim Jong Un oversaw the launches, highlighting the persistent geopolitical tensions in the region.

🇺🇸 Former President Donald Trump has declared that the United States will be prepared to launch a crewed mission to Mars "in the near future."