... dynamics in the industry. Tech giants are ramping up strategic deals in an effort to acquire promising teams and products. Google has agreed to acquire Israeli cybersecurity startup Wiz for $32 billion—this purchase could become the largest startup asset acquired by the corporation in recent years. Corporation Meta invested $14 billion in AI company Scale AI, gaining around 49% of the shares (the company's valuation is ~$28 billion). In the USA and Europe, these moves underscore the willingness ...

... oil inventories in the U.S. have decreased more than expected, reflecting strong demand and preventing prices from dropping sharply. Concurrently, expectations for a easing of monetary policy in leading economies boost investor interest in commodity assets, including oil. The market is also closely watching the OPEC+ Joint Monitoring Committee (JMMC) meeting on July 28; while the committee lacks the authority to change production quotas, its recommendations and signals could influence short-term ...

... the morning, Asian markets will react to statistics from China—any signs of export slowdown will heighten fears for global growth. The Bank of England's decision and comments will become the day's central event for the currency market and European assets, especially if the regulator surprises with the scale of a rate hike or unexpected softness/hardness in rhetoric. The imposition of U.S. tariffs adds to the nervousness: investors will evaluate the potential impact of tariffs on corporate profits....

... funds cumulatively raised. Overall, according to surveys, the total fundraising volume in the industry has dropped by approximately a third compared to the previous year. Limited partners (LPs) have become more cautious about investing in the venture asset class following a series of weak results and delays in exits, so the average time required to raise a new fund has reached a record 15 months. Many new management teams are experiencing difficulties in sourcing funds, while market leaders easily ...

... for further tightening in monetary policy. The U.S. Federal Reserve maintained its rate at the July 30 meeting, which, along with sluggish job growth, enhances expectations of a softer policy in the future. This fuels investor interest in commodity assets, including oil. Despite the relative balance in the market, oil prices remain sensitive to any negative news regarding economic dynamics or unexpected actions from producers. As a result, the oil market enters a new week in a state of moderate ...