Analytical Snapshot — 20.07.2026 18:07
Global markets shift to risk-off: stocks fall, gold and oil rise. Key driver — the fifth month of the protracted US-Iran war. Houthis declare a naval blockade of Saudi Arabia, WTI crude jumps 3.91%, US gasoline back above $4/gallon. Leading think tank Foreign Affairs publishes a cascade of articles, registering a tectonic shift: the world is abandoning America, China is sabotaging the system, the UN is dying, the Arctic becomes a dangerous arena. Europe writhes from an energy crisis amid heatwave. In Ukraine — rumors of Commander-in-Chief Syrskyi's dismissal amid UAV strikes on Kharkiv and activity in Kerch. Old instruments of coercion are broken, energy has become the main weapon. The world is sliding into chaotic multipolarity — requiring cold calculation and readiness for sharp turns.