Oil Surpassing $90, Record Volume of Russian Gold Flowing to Hong Kong, and Critical Situation in US Reserves Stand Out

As oil prices exceed $90 in energy markets, US reserves have approached dangerous levels. During this period, while Trump described the blockade on Iran as "incredible," developments in the energy market bring the reserves picture back onto the agenda.

On the international trade line, following Western sanctions, an intense flow of gold is taking place from Russia to Hong Kong. In the first seven months of the year, gold shipments from Russia to Hong Kong reached approximately 100 tons, breaking an all-time record.

In financial markets and the housing sector, mortgage interest rates are seen rising significantly on a weekly basis. While fluctuations in adjustable-rate loans continue, Scott Bessent's statements regarding interest rates falling during Trump's second term are being discussed. In the retail sector, Dollar General and Dollar Tree stocks are being compared, while Realty Income offers the highest monthly dividend payment in its history with a 5.3% yield.

On the European front, the negative response presented by Iceland has reopened debate over the European Union's existing agreements with its northern flank and its approach to this matter.

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