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Friday, 31. July 2026

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📈 Economy Hit ✦ AI

Chevron Corporation (NYSE: CVX) beats the adjusted EPS consensus of approx. $5.02 per share in Q2 2026 results (31 July 2026)

Chevron reports Q2 2026 results on July 31 (conference call 11:00 ET). Street consensus is ~$5.02/share; UBS raised its estimate to $5.70, citing higher crude prices and improved refining margins. Q2 2026 was characterised by the Iran-driven Brent surge (+14% in the week of July 14 alone, to ~$86/bbl). Oil majors historically beat EPS consensus in high-price quarters ~70% of the time (JP Morgan Commodities, 2018–2025). Upside risk: Permian production surplus. Downside risk: Hormuz tanker logistics only disrupted in late Q2.

70%
Next Month · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Bank of Japan holds policy rate unchanged at 1.00% at July 31, 2026 meeting (confirmed by BoJ press release)

BoJ raised policy rate to 1.00% in June 2026 – highest since 1995 (7:1 vote, CNBC June 16, 2026). A pause at the July 30–31 meeting is highly probable: BoJ historically waits multiple sessions between hikes to assess impact. Weak yen does argue for further tightening, but global uncertainties (Brent ~$100, European recession fears) urge caution. Kalshi futures imply ~68% for no change. Consistent with open prediction 'USD/JPY above 160 on July 31' — BoJ pause supports weak yen.

68%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

US Core PCE Deflator June 2026: annual rate below 3.40% (BEA release, 31 July 2026, confirmed by Bureau of Economic Analysis)

The Cleveland Fed nowcast for core PCE deflator (YoY) in June 2026 is 3.30%; the Wall Street consensus is estimated at approximately 3.3–3.4%. Prediction markets (RateSpike, Lines.com) assign only ~5% probability to a MoM print ≥0.3%, making a YoY value above 3.4% unlikely. June 2026 CPI data (–0.4% MoM, 3.5% YoY) supports the disinflation thesis. Cassandra.news expects a 68% probability of the annual rate printing below 3.40%, which would support the Fed's rate-cut path.

68%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

CAC 40 (Euronext Paris: ^FCHI) closes above 8,100 points on 31 July 2026

The CAC 40 stood at approximately 8,292 points on 24 July 2026 (-0.09%, source: agent research). The 8,100 threshold is 2.3% below the daily level. LVMH H1 results (July 27, ~40% CAC-40 weight via luxury stocks) are the most important price driver of the week. The open EURO STOXX 50 prediction (>6,200 on July 28) is consistent with a CAC 40 above 8,100 on July 31 – a contradiction would be structurally incoherent. France's political stability under PM Lecornu (open prediction: survives all no-confidence votes until Aug 31) supports investor confidence. Historical CAC 40 volatility ~14% p.a. implies ~20% downside probability for -2.3% in 7 days.

67%
Next Week · Predicted for 31. Jul 2026
💻 Technology Hit ✦ AI

Shein Fashion Group publishes preliminary listing document (A1 form) on the Hong Kong Stock Exchange (HKEX) by July 31, 2026

China's securities regulator CSRC approved Shein's HKEX IPO on July 10, 2026; HKEX listing hearing successfully passed. According to Reuters/TradingView, Shein plans to publish the first listing filing (A1 document) in the week of July 27, 2026 — exactly within the July 31 deadline window. Target issuance: 341.6M shares, valuation $40–50B. The prospectus is the legally mandated next step following HKEX approval and CSRC clearance. Risk: market volatility or a last-minute regulatory request could cause a few days' delay.

67%
Next Month · Predicted for 31. Jul 2026
💻 Technology Miss ✦ AI

Bitcoin (BTC/USD Spot) closes above USD 67,500 on 31 July 2026 (confirmed by CoinGecko, CoinDesk or Bloomberg closing price)

Bitcoin was trading at ~USD 65,030 on 24 July 2026. Polymarket gives 70% probability for BTC above USD 67,500 in July 2026 (volume: USD 15.7M). Approx. 3.8% upside needed for the 31 July close. This is a higher threshold than the separate platform prediction '>USD 66,000', no contradiction. Geopolitical tensions (Middle East, Iran) and safe-haven demand supportive; downside risk from weaker macro and historical BTC July volatility. Author estimate slightly below Polymarket: 67%.

67%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Nikkei 225 (TSE: ^N225) closes above 64,000 points on July 31, 2026 (confirmed by TSE close or Bloomberg)

The Nikkei last closed at approximately 64,611 on July 24, 2026. The BoJ meeting on July 31 (existing open forecast: hold at 1.00%) is the key event; a hold is priced in. Headwind: a modest JPY strengthening is expected (existing open forecast: USD/JPY < 162.50 on July 31), weighing on export-heavy Nikkei stocks. A drop of over 0.9% within the week would be needed to breach 64,000 — possible but not the base case.

65%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Chevron Corporation (NYSE: CVX) beats Q2 2026 adjusted Non-GAAP EPS consensus of ~$5.79 per share (July 31, 2026)

Chevron reports Q2 2026 on July 31, 2026 (before market open). Analyst consensus: ~$5.79 adjusted EPS (vs. $1.77 prior-year quarter, +227% YoY). Brent crude was significantly elevated in Q2 2026 due to Middle East tensions, crossing the $100/bbl mark by late July (~$100.69 on July 25, 2026). No Polymarket data; estimated ~65% beat probability based on Chevron's historical ~70% EPS beat rate and favorable oil price environment.

65%
Next Week · Predicted for 31. Jul 2026
🍾 Beverages Hit ✦ AI

ICE Arabica Coffee September 2026 (KCU26) trades above 300 US cents per pound on July 31, 2026

KCU26 closed at 330.55 US cents/lb on July 9, 2026, and dropped −3.92% to ~317 cents on July 10 (Barchart/Yahoo Finance). The existing Cassandra prediction for July 18 sets the threshold at 305 cents. Track record: the 325-cent forecast for July 12 was a miss. For July 31, a level above 300 cents is still plausible: Brazil's frost-risk season (July/August) and Vietnamese Robusta supply deficits structurally support Arabica prices. A further ~−6% decline would be needed for a miss. Implied probability: 65%.

65%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

XRP/USD (spot) closes above $1.20 per unit on July 31, 2026

XRP is trading at ~$1.08 on July 20, 2026 — a ~11% gain would be needed by month-end. Polymarket prices this scenario at 70%; Kalshi sees 66% for XRP above $1.35 within two weeks. The market reacts positively to the US crypto regulatory environment (CLARITY Act under discussion) but recently moderated after the delayed vote. The broad crypto market (BTC/ETH also in uptrend) supports XRP. Polymarket anchor: 70% for >$1.20. Own estimate: 65% (slightly conservative due to CLARITY Act uncertainty).

65%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Eurostat Flash CPI Eurozone July 2026 (release approx. 31 July 2026): Annual inflation rate at or above 2.3% (confirmed by Eurostat press release)

The ECB plans a rate hike to 2.50% in September 2026 (separate platform prediction), indicating persistent inflation above the 2.0% target. Brent crude currently at ~USD 97/bbl (+34% since early July 2026 due to Middle East tensions), acting as energy price driver for the July CPI. EUR/USD at 1.1367 (24 July 2026) – moderate imported inflation. No direct Polymarket data; author estimate: 65% for annual rate ≥2.3%. Risk: base effects could accelerate disinflation.

65%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

US 10-year Treasury yield (UST 10Y) closes above 4.60% on July 31, 2026

On July 23, 2026, the 10Y UST yield rose to 4.66–4.71%, the highest since January 15, 2025 (source: CNBC). Drivers: Brent oil crossed $100/barrel (inflation), Fed September 2026 rate hike probability jumped to 82% (CNBC model) and 48% (Kalshi). CPI May 2026 was 4.2% YoY. Counterrisk: further risk-off or flight to Treasuries from Gulf escalation could push yield below 4.60%. However, VIX at a moderate 16.64 currently signals no panicked flight to bonds. The 4.60% threshold is below today's level (4.66–4.71%) and is thus well-anchored.

63%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Silver (XAG/USD spot) closes below $58.00 per troy ounce on 31 July 2026

Silver trades at ~$55.95 on 19 July 2026, down >7% for the week (Trading Economics). Driver: Middle East escalation (Brent ~$88/bbl) boosts inflation expectations and rate-hike speculation – structurally bearish for silver. RSI at 32, MACD bearish (investing.com). Reaching $58 would require a 3.6% rally in 12 days. US 10-year yield at 4.55% (Advisor Perspectives). Risk: spike on surprise Middle East de-escalation or flight to safe-haven commodities.

63%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

WTI Crude Oil (NYMEX Front-Month) closes above $88.00/barrel on July 31, 2026

WTI was at ~$85.23/barrel on July 23, having briefly hit $88 intraday (+4% in a single session, 6-week high). Polymarket assigns 74% probability that WTI touches $90 by July 31 (vol. >$10M); our $88 closing threshold is below that, making this a more conservative calibration. Supporting factors: escalating Houthi Red Sea attacks (separate prediction), existing IRGC/Hormuz tensions, peak summer demand. Risk: OPEC+ oversupply or abrupt de-escalation.

63%
Next Week · Predicted for 31. Jul 2026
⚽ Sports Partial Hit ✦ AI

Josh Kerr (Scotland/Team GBR) wins gold in the men's 1500m at the Commonwealth Games 2026 (Scotstoun Stadium, Glasgow, approx. July 31, 2026)

Josh Kerr is the reigning 1500m world champion (Budapest 2023) and won silver at the 2022 Commonwealth Games in Birmingham behind Jake Wightman (also Scottish). As an Edinburgh native, he runs before a home crowd in Glasgow. His fiercest rival at major championships, Jakob Ingebrigtsen, is ineligible (Norway is not a Commonwealth nation). Additional competition comes from Kenya and Australia. Kerr has consistently run sub-3:28 in 2024/25. Aggregated bookmaker odds imply approx. 55–60% for a Kerr victory. The men's 1500m final is scheduled for approx. July 31, 2026 per the official CWG 2026 athletics program.

62%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Chevron Corporation (NYSE: CVX) beats adjusted Non-GAAP EPS consensus of approx. $5.79 per share in Q2 2026 earnings (31 July 2026, pre-market, confirmed by Chevron press release)

Chevron reports Q2 2026 results on July 31, 2026, pre-market. Analyst consensus is approximately $5.79 adjusted Non-GAAP EPS (BusinessWire Advisory, dated July 2, 2026; UBS estimates $5.02–$5.70). WTI crude surged above $100/barrel on July 23, 2026, due to escalating Middle East tensions — this no longer affects Q2 (April–June) but may reflect a favorable Q2 average. Chevron has beaten estimates in approximately 70% of recent quarters. Key for a beat: upstream realization of Q2 average oil prices, refinery throughput, and downstream margins in Q2. Main risks: refinery write-downs and hedging losses could weigh on results.

62%
Next Week · Predicted for 31. Jul 2026
🍾 Beverages Hit ✦ AI

Anheuser-Busch InBev SA/NV (NYSE: BUD) reports organic net revenue growth of more than 2.0% year-on-year in its H1 2026 results (expected July 31, 2026)

AB InBev reported Q1 2026 organic revenue growth of 3.1% YoY, driven by premiumisation in emerging markets (Brazil: Brahma, Mexico: Corona) and North American pricing. The FIFA World Cup 2026 tournament in the US/Canada/Mexico (final July 19, New Jersey) falls entirely within the H1 reporting period, with Budweiser as official sponsor. Event-driven volumes should clearly support Q2. Comparable: Heineken H1 >1.5% (open prediction), Carlsberg H1 >1.0% (open prediction). AB InBev has broader diversification and the strongest North America exposure.

62%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

ExxonMobil Corporation (NYSE: XOM) beats Q2 2026 adjusted EPS consensus of ~$3.50 per share (report: ~July 31, 2026)

ExxonMobil is expected to report Q2 2026 results around July 30-31, 2026. Analyst consensus: ~$3.50 EPS (range: $3.43-$3.76 depending on source). WTI crude averaged ~$80/bbl in Q2 2026 (today at ~$82.50), supported by US-Iran military escalation and OPEC+ cuts. Exxon's upstream segment directly benefits from higher realization prices; downstream margins remain solid on stable refinery spreads. Exxon has consistently beaten consensus in recent quarters. No Polymarket market found for this event. No investment recommendation.

62%
Next Month · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Nestlé SE (SWX: NESN) reports organic (LFL) revenue growth of more than 2.0% in its H1 2026 results on July 31, 2026

Nestlé went through a difficult 2024–2025 cycle with stagnating volumes (FY2025: approx. +0.2% organic under CEO Laurent Freixe). For H1 2026, the Bloomberg consensus signals a turnaround to approx. +2.4% organic growth: price increases in developing markets, portfolio rationalization (incl. Nestlé Waters 50% stake to Platinum Equity, completion by Aug. 31) and recovery in consumer spending in Europe and USA. Nespresso and Nescafé segments benefit from moderated green coffee prices after the 2025 peak. Threshold of 2.0% is moderately below the 2.4% consensus — probability 62%.

62%
Next Month · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Bank of Japan keeps its policy rate unchanged at 1.00% on 31 July 2026

The BoJ raised its policy rate to 1.00% on 16 June 2026 (highest since 1995). The next meeting is on 30–31 July 2026. Arguments against a further hike: (1) Sangiin election on 20 July — LDP+Komeito expected to lose majority (open prediction), raising political pressure on BoJ; (2) Nikkei closed on 16 July at 66,835 (–2.79%) — market stress; (3) JPY appreciation risk from further hikes weighs on Japanese export sector; (4) BoJ typically waits 2–3 meetings between hikes. Arguments for a hike: inflation above BoJ target and USD/JPY pressure. Bloomberg consensus: ~65% probability of hold. Conservative discount for political uncertainty post-Sangiin.

62%
Next Month · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

US 10-year Treasury yield (Generic 10Y) trades above 4.50% on 31 July 2026

The 10-year US yield stands at 4.55% on 17 July 2026, ranging between 4.55% and 4.62% (Advisor Perspectives). Two-thirds of rate futures traders are positioned for a Fed hike by year-end (CNBC). Continued Middle East escalation (Brent ~$88/bbl) supports inflation expectations. The 29 July FOMC meeting (2 days before the cut-off) is expected to hold at 3.50–3.75%, providing no catalyst for significantly lower yields. Risk: strong flight-to-quality into Treasuries or surprisingly weak economic data could push the yield below 4.50%.

61%
Next Month · Predicted for 31. Jul 2026
⚽ Sports Miss ✦ AI

Commonwealth Games 2026: Tobi Amusan (Nigeria) wins gold in 100m hurdles women (athletics, Scotstoun Stadium, Glasgow, ~31 July 2026)

Tobi Amusan (NGR) holds the confirmed world record in 100m hurdles women (12.12s, Eugene 2022). Nigeria is a Commonwealth member. The strongest US athletes (Sydney McLaughlin-Levrone, Masai Russell – not CWG eligible) are absent. Competition comes from Megan Tapper (JAM) and Australian hurdlers. Amusan has remained in stable form in 2025/26 and is the clear favorite, though minor injury risks slightly dampen confidence. Bookmaker odds not publicly aggregated for this discipline; based on seasonal world rankings for the Commonwealth field: Amusan ~60% implied.

60%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Eurostat Flash HICP estimate for the Eurozone (July 2026, released July 31, 2026) registers 2.3% or more year-on-year

The ECB raised the deposit rate by 25 bps to 2.25% on June 11, 2026 — a clear signal of persistently elevated inflation. The Eurostat Flash HICP for June 2026 was approx. 2.6% YoY. Eurozone wage growth remains elevated in 2026 (~+3.5% YoY, Eurostat Q1 2026) and energy prices volatile (Brent crude >USD 88/barrel per open predictions for end-July). A cooling below 2.3% by July appears unlikely in this environment. No Polymarket contract; calibrated from ECB communications and recent inflation data.

60%
Next Week · Predicted for 31. Jul 2026
⚽ Sports Miss ✦ AI

CWG 2026 Glasgow: Shericka Jackson (Jamaica/JAM) wins Women's 200m gold (Scotstoun Stadium, July 31, 2026)

Shericka Jackson, two-time 200m world champion (2022, 2023) and Paris 2024 silver medalist, is the clear favorite for the women's 200m final on Friday July 31 at Scotstoun Stadium. Main rival Dina Asher-Smith (England) withdrew to prioritize European Championships. Jackson returned from injury with strong form (21.87s, Diamond League Xiamen 2026, meeting record). Per olympics.com she headlines Jamaica's athletics squad; competing in 200m alongside 100m (July 28) and relay is standard for world-class sprinters. Bookmaker odds imply ~58% for Jackson.

58%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Eurostat flash HICP Eurozone July 2026 (release ~July 31, 2026): annual rate above 2.2% (confirmed by Eurostat press release)

The ECB left its deposit rate unchanged at elevated levels (2.00–2.40%) at its July 2026 meeting — a clear signal that it does not yet see inflation sustainably below 2%. Brent crude crossed $100/barrel in the second half of July; this energy shock feeds into July HICP with 2–4 weeks lag (energy component ~9–10% of basket). EUR/USD at 1.1379 (July 24) only partly limits imported inflation. Given ECB assessment and the persistence of services inflation above 3%, a headline index above 2.2% is more likely than a return to 2.0%. No specific Polymarket/Kalshi contract found for this HICP threshold.

58%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

FTSE 100 (LSE: ^FTSE) closes above 10,800 points on 31 July 2026 (confirmed by LSE closing price or Bloomberg)

FTSE 100 closing price 24 July 2026: 10,738 points (+17.72% YoY; 52-week range: 9,028–10,935). Reaching 10,800 requires +0.58% over 4 trading days (28–31 July). Drivers: strong UK earnings cycle (AstraZeneca H1 29 Jul, Shell Q2 30 Jul expected beat, BP Q2 4 Aug); BoE rate pause at 3.75% (30 July, already predicted); oil/commodity stocks (~20% FTSE) could benefit from Iran conflict premium (Brent currently ~$96.78). Headwind: global risk-off sentiment from US-Iran war.

58%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Bitcoin (BTC/USD Spot) closes above $66,000 on July 31, 2026 (confirmed by CoinGecko, CoinDesk or Bloomberg closing price)

Bitcoin traded at $64,118–$65,052 on July 24, 2026. The $66,000 threshold represents only ~1.5% upside from current levels — a moderate step within earnings week. Polymarket gives 63% probability of BTC above $70,000 by year-end and 47% above $75,000 — both far more ambitious than this short-term threshold. The macro backdrop (Fed meeting July 29, heavy US earnings week) carries volatility risks that could temporarily push below $66,000. Kalshi implies year-end BTC bands of $60,000–$70,000 at ~10% each.

57%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

DAX 40 (XETR: ^GDAXI) closes above 25,200 points on July 31, 2026

DAX closed at 25,099 on July 24, 2026, driven by a SAP earnings beat (+1.36%). Several positive factors support the remaining week through July 31: (1) sharp Brent crude correction on July 27 (−7% to ~$90.90) after US pause on Iran strikes — reduces industrial costs and supports consumer/transport stocks; (2) strong US Big Tech quarterly results (Meta, Alphabet, Microsoft on July 29); (3) expected Fed rate pause on July 29 supports global risk sentiment. Required gain from DAX 25,099: ~+0.4%. No specific prediction market; estimate ~57%.

57%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Eurozone HICP flash estimate for July 2026 at least 2.5% year-on-year (Eurostat release ~July 31, 2026)

TTF Natural Gas rose +29% in July 2026 to ~58.91 EUR/MWh; WTI crude surged +10% in one week (to $82.15), Brent to $85.95 — driven by Hormuz crisis and Qatar LNG halt. These energy price shocks will push the energy component of the Eurozone HICP for July sharply higher. If June HICP was ~2.2-2.3% YoY, an energy component expansion of +0.3-0.5 percentage points would lift July to ≥2.5%. The ECB may thus extend its rate pause, supporting the existing forecast 'ECB holds at 2.25% on July 23'. No Polymarket value; own estimate 57%.

57%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

S&P 500 (^GSPC) closes above 7,600 points on July 31, 2026

S&P 500 close on July 14, 2026: ~7,510. A close above 7,600 by July 31 requires ~+1.2%. The Fed is likely to hold at 3.50–3.75% on July 29 (Kalshi: 67% hold). The big-tech earnings season (Alphabet, Tesla, Microsoft, Meta, Amazon, July 22–30) is historically a market driver. Softer CPI (3.5% vs. 3.8% expected) eased recession fears on July 14. Key risks: Iran escalation, unexpectedly hawkish Fed commentary on July 29. Existing Cassandra S&P 500 predictions end July 22 — July 31 is still uncovered.

57%
Next Month · Predicted for 31. Jul 2026