Analytical Briefing — 01.08.2026 05:12

A conversation between the new prime ministers of Kyiv and Chisinau begins stitching together a new axis "from the Danube basin to the Black Sea" bypassing Budapest. Against the backdrop of Russian strikes on vessels and unrest in Kerch, this is an attempt to seize the agenda. Markets record a drop in oil and gold — capital seeks growth in defense and Europe's reconstruction.