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Friday, 31. July 2026

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📈 Economy Hit ✦ AI

DAX closes above 25,500 points on July 31, 2026

The DAX closed at 25,067.09 on July 10, 2026. To reach 25,500 would require a +1.7% gain over three weeks. Positive factors: global risk-on mode (S&P 500 near ATH, Nasdaq 100 at 29,727), ECB meeting July 23 (existing open prediction: unchanged at 2.25%) provides no negative impulse, EUR/USD at 1.1415 (slightly weaker trend = tailwind for DAX exporters). This prediction fills the intermediate time horizon between the existing DAX prediction for July 18 (>25,400) and the year-end target (>27,000). Risks: auto sector exposure, weak demand from China.

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

WTI crude oil (NYMEX, front-month) closes above USD 90.00 per barrel on July 31, 2026 (confirmed by NYMEX closing price)

WTI crude traded at $87.88/barrel on July 24, 2026; a $2.12 rise to July 31 is needed. Brent stands concurrently at $100.40 (first triple-digit close in two months) — driven by Iranian attacks on supertankers (Achelous + Dynacom tanker, Bloomberg July 20) and continued Houthi escalation in the Red Sea. The unusually wide WTI/Brent spread of ~$12.50 (historically $3–7) may narrow via US crude inventory drawdowns and normalizing export pressure. FOMC meeting on July 29 could modestly weaken the USD — supportive for oil prices.

56%
Next Week · Predicted for 31. Jul 2026
🍾 Beverages Hit ✦ AI

Campari Group S.p.A. (BIT: CPR) reports H1-2026 organic net sales growth of more than 2.0% year-on-year (expected approx. July 31, 2026)

Campari Group (Aperol, Campari, Wild Turkey, Espolòn) recorded approx. –4% organic in H1 2025 but turned positive in H2 2025. Aperol price increases of ~+5% in Europe (since January 2026), recovery in the US tequila segment (Espolòn), and first-time consolidation of the Bailey acquisition support H1-2026 growth. Sector comparison: AB InBev organic +4%, Pernod Ricard guidance –3% to –4%. Campari is positioned for moderate mid-tier recovery. No prediction market quote; own calibration 55%.

55%
Next Month · Predicted for 31. Jul 2026
💻 Technology Miss ✦ AI

Google Gemini 3.5 Pro becomes publicly generally available via the Gemini API by July 31, 2026

Google has already made Gemini 3.5 Flash generally available (Google Blog, July 2026). Gemini 3.5 Pro was listed as 'coming soon' in the API as of July 7, 2026 (Coursiv / Google AI Studio). Historical pattern: Flash always precedes Pro by ~3–6 weeks (Gemini 1.5 Flash May 2024 → Pro June 2024; Gemini 2.5 Flash April 2026 → Pro May 2026). With Flash reaching GA in early July, a Pro launch before July 31 is implied. Risk: quality hurdles or strategic delay could shift launch to August. Implied probability: 55%.

55%
Next Month · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

EUR/USD (spot) closes above 1.1400 on July 31, 2026 — confirmed by Bloomberg or Investing.com closing price

EUR/USD stood at 1.1367 on July 24, 2026 — just 0.29% below the 1.1400 threshold. The ECB has clearly signalled a September 2026 rate hike is increasingly likely (EUR-positive). The Fed holds at 3.50–3.75% on July 29, further narrowing the rate differential in the euro's favour. Headwinds: persistently high oil prices weigh on the Eurozone trade balance, and US tariff risks remain. The required move of +0.29% over six trading days is minimal. No Polymarket data available for this specific date.

53%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Ethereum (ETH/USD Spot) trades above $2,000 per Ether on 31 July 2026

ETH opened at $1,917 on July 16 (+1.5%) and fell to $1,863 on July 17 (–2.8%, weighed by Iran-Hormuz escalation). Reaching $2,000 by July 31 requires a ~4–7% gain. Positive catalysts: FOMC rate hold on July 29 (open prediction: unchanged at 3.50–3.75%), strong tech earnings (Alphabet, Microsoft, Meta by July 29), possible Iran de-escalation. The open predictions 'ETH > $1,950 on July 22' and 'ETH > $2,100 on August 31' form a consistent corridor — $2,000 on July 31 fits plausibly in between. Polymarket crypto section active; no direct market for this threshold/date.

52%
Next Month · Predicted for 31. Jul 2026
⚽ Sports Miss ✦ AI

CWG 2026 (Glasgow): Matthew Richardson (England/GBR) wins gold in Men's Sprint (Track Cycling, Sir Chris Hoy Velodrome, approx. 31 July 2026, confirmed by official CWG result)

Matthew Richardson is the reigning Commonwealth Sprint Champion (gold 2022 for Australia) and switched to England for Glasgow 2026. ProCyclingUK explicitly describes him as 'England's strongest individual gold favourite' in the sprint, combining elite flying-lap speed with tactical keirin experience. Track cycling runs 30 July – 2 August 2026 at Sir Chris Hoy Velodrome, Glasgow. Main rivals from Australia and Malaysia/Trinidad. No Polymarket market; aggregated bookmaker odds imply ~50–55%.

52%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

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

The S&P 500 closed July 24 at 7,408 (–1.21%, worst session since June 23), weighed down by Alphabet capex concerns and new US tariffs. However, through July 31 the heaviest earnings week of the season is due: Meta (Jul 29), Microsoft (Jul 29), Amazon (Jul 30), Apple (Jul 30), Mastercard (Jul 30), and Qualcomm (Jul 29) — six megacap reports that historically dominate index direction. A recovery to 7,500 (+1.24%) is plausible on broad-based beats. Counter-risk: tariff shock persistence and ECB rate-hike repricing. Probability: 52%.

52%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Bitcoin (BTC/USD Spot) closes above USD 68,000 per unit on July 31, 2026

Bitcoin stands at USD 64,378 on July 20, 2026 — a +5.6% gain is needed by July 31. Polymarket assigns ~80% probability to BTC closing above USD 65,000 at month-end; CME futures and options imply ~52–55% for above USD 68,000. After eight weeks of Bitcoin ETF outflows, USD 510m re-entered in just three days (CoinDesk, July 2026) — demand reversal visible. Post-halving dynamics (April 2024) historically support prices for 12–18 months. Counter-factor: Iran tensions and risk-off sentiment could brake short-term.

52%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

Brent crude oil (ICE front-month) closes above USD 90.00 per barrel on July 31, 2026

Brent crude traded intraday at USD 88.34–89.04/bbl on July 21, 2026; the July 20 close was ~USD 87.72. Reaching USD 90 by July 31 requires roughly +1.1–2.6%. Drivers: sustained US-Iran tensions with a geopolitical risk premium (IRGC activity in the Strait of Hormuz), OPEC+ production discipline, peak summer demand. Headwind: a strong US GDP Q2 print (existing forecast >7% SAAR) could support the USD and slightly cap USD-denominated Brent. No Polymarket market for the exact July 31 close; the existing open prediction 'Brent >88 on July 25' serves as a directional anchor (already above that level).

52%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Gold (XAU/USD Spot) closes above $4,200 per troy ounce on July 31, 2026

Gold closed at approx. $4,144–4,152/oz on July 22, 2026 (Trading Economics) — a multi-week high driven by safe-haven demand (US-Iran tensions, Strait of Hormuz) and USD weakness (EUR/USD 1.1411). Reaching $4,200 by July 31 requires ~+1.2% gain. Supporting factors: daily momentum +1.81% on July 22, WTI oil also surging (+3–4%, $84–88), geopolitics remaining elevated. Countering: Gold could consolidate after the rally; US GDP data (July 30) could strengthen the dollar. No specific Polymarket/Kalshi market for Gold >$4,200 by July 31 found; internal estimate based on trend extrapolation, implied volatility (XAU IV ~13%) and macro environment.

52%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Ethereum (ETH/USD Spot) closes above $2,000 on July 31, 2026

ETH traded at $1,919–$1,944 on July 23, 2026 (CoinDesk/CoinMarketCap/Coinbase), up +23% from the month low of $1,563 on July 1. Crossing $2,000 requires only ~3–4% more. Broader crypto dynamics (BTC above $65K, elevated risk appetite) support. No Polymarket market found for this threshold. Consistent with existing Cassandra prediction ETH > $2,500 on Dec 31, 2026.

52%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

China NBS Manufacturing PMI July 2026 (release July 31, 2026, NBS Beijing): reads 50.0 or above (expansion zone)

The PBoC is forecast in an existing Cassandra prediction to cut the 1-year LPR by ≥10bp by August 20 — signaling sustained stimulus pressure. China's manufacturing sector has oscillated around the 50 expansion threshold repeatedly since 2025; fiscal support programs and improved global trade sentiment favour a slightly expansionary July reading. NBS PMI is traditionally released on the last working day of the reporting month. No Polymarket market for this data point found; 52% reflects the historical frequency of PMI readings ≥50 in comparable economic phases.

52%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

China announces official countermeasures against new US Section 301 tariffs (12.5%) by July 31, 2026 (confirmed by China's Ministry of Commerce, Reuters or AFP)

The US activated new Section 301 tariffs of 12.5% on China (and 59 other economies) on July 24, 2026, citing forced labor in supply chains. China publicly warned of 'damage to trade ties.' Some analysts suggest Beijing may absorb tariffs without full retaliation given economic pressure. Historically, however, China has always announced formal countermeasures within days of US tariff actions (agricultural levies, tech export controls, entity list additions). Probability: 52%.

52%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Gold (XAU/USD spot) closes above $4,050 per troy ounce on July 31, 2026

Gold is testing the $4,000 level on July 14, 2026 (currently ~$3,996). Drivers: US-Iran crisis with naval blockade (Brent +9.6%), expected Fed hold on July 29 (dollar pressure), softer CPI (3.5%), and persistent geopolitical uncertainty as a safe-haven anchor. A move to $4,050 by July 31 implies ~+1.4% from today's level. Existing Cassandra predictions reference gold on July 18 (>$4,100 and >$3,950) — the month-end close on July 31 at the $4,050 threshold is new.

52%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

S&P 500 (^GSPC) closes above 7,500 points on July 31, 2026 (confirmed by NYSE/Nasdaq closing price or Bloomberg)

Closing level July 24, 2026: 7,411.98 points. A rise to >7,500 implies +1.2% over 5 trading days. The week July 28–31 brings pivotal mega-cap earnings: Microsoft (Jul 29), Alphabet (Jul 29), Apple (Jul 30), Amazon (Jul 30), plus the Fed decision (Jul 29, hold expected, Polymarket 82%) and BEA GDP flash (Jul 27). If the large-cap tech names beat consensus — as anticipated in several of this platform's open predictions — a +1.2% index move is realistic. Countervailing risks: disappointing guidance from a FAANG name or geopolitical escalation. No explicit Polymarket index market; internal calibration 50%.

50%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

EUR/USD (Spot) closes above 1.1450 on July 31, 2026

EUR/USD trades at 1.1418 on July 23, near its yearly high. The ECB raised its deposit rate to 2.25% in 2026 while the Fed cut to 3.50–3.75%; the remaining rate differential is structurally less Euro-bearish than in 2024. Reaching 1.1450 requires +0.28%. Headwind: a strong US earnings week (Meta, Apple, Amazon all from July 29) and potentially strong US GDP Q2 (July 30) could support the dollar. No specific Polymarket market found for this rate and date.

50%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

S&P 500 (^GSPC) closes above 7,550 points on July 31, 2026

The S&P 500 closed at ~7,437 on July 20. The week of July 28–31 sees five of the largest US tech companies report: MSFT (Jul 29), META (Jul 29), AMZN (Jul 30), AAPL (Jul 30), and GOOGL (Jul 22). Polymarket prices MSFT beat at 93%, GOOGL at 97%. Additional macro catalysts: US Q2 GDP Advance Estimate (Jul 30, open prediction: >7% annualized), Eurostat Flash GDP (Jul 30), and FOMC (Jul 29, hold expected). Reaching 7,550 requires ~+1.5%. Counterrisk: 'buy the rumor, sell the news' after already elevated expectations.

50%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Gold (XAU/USD Spot) closes above USD 4,100 per troy ounce on 31 July 2026 (confirmed by Bloomberg or Kitco closing price)

Gold traded at USD 4,045.80 on 24 July 2026 (Vantage Markets). A ~1.4% rise is needed to reach 4,100. Drivers: (1) US-Iran war ongoing – no ceasefire in sight (GlobalSecurity.org, 24 July); (2) FOMC holds rates unchanged (29 July, platform forecast), supportive for gold; (3) US 10Y yield at 4.69% with easing bias. Counter-argument: the Iran-US MOU of 17 June reopened the Strait of Hormuz – partial risk premium compression; USD mildly recovered on strong US data. No Polymarket quote for this gold price level.

48%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Volkswagen AG (XETRA: VOW3) reports H1 2026 operating profit decline of more than 25% year-on-year

VW faces a toxic triple challenge: (1) China sales collapsing due to BYD and SAIC competition (VW China market share 2025 at ~14%, down from >20%); (2) restructuring costs (Osnabrück/Zwickau plant closures, 35,000 job cuts) fully hitting in 2026; (3) EUR appreciation (EUR/USD ~1.1446) depressing USD-denominated US and China revenues. In H1 2025, VW achieved adjusted operating profit of approx. €6.2bn (margin approx. 4.3%). For H1 2026, Barclays and Deutsche Bank estimate margin at 2.8–3.5%, implying a decline of ~25–35%. DAX level July 17, 2026: 24,831 pts (−0.34%), VOW3 underperforming. H1 results date: approx. July 30/August 1, 2026.

45%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Bitcoin (BTC/USD spot) closes above 68,000 USD per coin on 31 July 2026

Bitcoin traded at approximately $65,500–$66,500 on 22 July 2026 (open $66,508, low $65,557 — Yahoo Finance). Reaching $68,000 by 31 July would require approximately +3.8% over 8 trading days. Positive: Polymarket monthly crypto markets show BTC on an upward trend; the existing Cassandra year-end >$80,000 prediction implies a positive trend expectation. Headwinds: Iran crisis and elevated oil prices support risk-off sentiment. No specific Polymarket market found for $68k/July 31. Estimated probability: ~45%.

45%
Next Week · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

S&P 500 (^GSPC) closes above 7,700 points on 31 July 2026

The S&P 500 is at 7,554.60 on 17 July 2026. A close above 7,700 by end of July requires +1.9% over two weeks – broadly feasible in a dense earnings season (Alphabet 22 July, Tesla 22 July, Meta 29 July, Microsoft 29 July, Amazon 30 July). Polymarket assigns ~62% probability to SPY above $760 by end of July (≈ S&P 500 above 7,600); the 7,700 target is materially more ambitious. The Fed decision on 30 July is widely expected to be a non-event (Polymarket: 95% for no change). Risks: geopolitical escalation in the Middle East/Hormuz, disappointing large-cap earnings, a weak US GDP Q2 advance estimate (30 July) or hotter-than-expected Core PCE data (31 July).

45%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

US Employment Cost Index (ECI) Q2 2026 (BLS, 31 July 2026) rises by more than 0.9% quarter-on-quarter

ECI published July 31, 2026 at 8:30 AM ET. Historical ECI: +0.9% QoQ in Q4 2024 and Q1 2025. With persistently tight labor market (US Initial Claims <230k per existing prediction), ongoing wage negotiations in healthcare and IT, and energy price pressure from the Hormuz crisis, wage inflation remains sticky. A reading >0.9% QoQ would be slightly above consensus of ~0.8–0.9% and would dampen Fed rate-cut expectations for late 2026. No Polymarket quote available.

43%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

GBP/USD trades above 1.3500 on July 31, 2026 – supported by political stabilization under new UK Prime Minister Andy Burnham

GBP/USD trades at 1.3390 on July 13, 2026. Andy Burnham is on the verge of appointment as UK Prime Minister – he commands 322 of 403 Labour MPs (as of July 9, 2026), is the sole candidate, and could be formally appointed before July 20. A leadership transition to a pragmatic, popular new PM is often accompanied by a brief GBP rally. Arguments for 1.3500 (+0.8% in 18 days): strong UK services sector, BoE expected to hold at 3.75% (no surprise). Risk: Iran crisis raises UK energy import costs and weighs on the trade balance.

42%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

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

The S&P 500 closed at 7,457.69 on 18 July 2026 (−1.0% on the week). Reaching above 7,600 by 31 July requires +1.9%. Positive drivers: mega-cap earnings beats expected from Microsoft, Meta, Amazon, Apple, Qualcomm and ARM (all 28–30 July), plus FOMC hold on 29 July (Polymarket 95%). Risks: VIX at 18.77 (+12%, driven by semiconductor selloff: SOX –20% from highs), Brent at ~$88 and US-Iran geopolitics. Net assessment: earnings season is the primary driver; collective beats make 7,600+ realistic but not the base case.

42%
Next Week · Predicted for 31. Jul 2026
📈 Economy Hit ✦ AI

DAX (XETRA: ^GDAXI) closes above 25,500 points on July 31, 2026 (confirmed by Xetra closing price or Bloomberg)

The DAX closed at 25,099 on July 24, 2026 (+1.36%), recovering from a monthly low. To close above 25,500 by Friday requires a further ~1.6% gain. Positive drivers: US earnings season with Meta, Apple, Amazon, Microsoft this week; stable ECB rate path. Headwinds: US tariffs (Section 301, 12.5%), weak German domestic growth, VW restructuring (50,000 job cuts announced). No prediction market; estimate: 42%.

42%
Next Week · Predicted for 31. Jul 2026
🏛️ Politics Miss ✦ AI

EU Council adopts a new Iran sanctions package in response to the Hormuz escalation by July 31, 2026

Brent Crude surged to an intraday high of $87.37 (+4.8%) on July 15, 2026, triggered by a US naval blockade on Iranian vessels and reports of strikes on Gulf energy infrastructure (Forbes Advisor). Iran declared the Strait of Hormuz officially closed. The EU, as a major Middle East oil importer, is directly affected. Historically, EU Iran sanctions packages followed US measures with a 2–6 week lag (2012, 2019). The open US OFAC secondary sanctions prediction (by July 25) increases pressure on the EU to act in parallel. The EU could also target shadow fleet operations (analogous to Russia sanctions). Counterweight: the EU seeks to keep diplomatic channels open. Probability: 40%.

40%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Nikkei 225 (TSE: ^N225) closes above 65,000 points on 31 July 2026 (TSE closing price or Bloomberg)

Nikkei 225 closing price July 24, 2026: 64,611 points (–2.73% from prior session). A further +0.6% is needed to close above 65,000 on July 31. Supportive: BoJ expected to hold at 1.00% on July 31 (open prediction) — a surprise hike would strengthen the yen and weigh on exporters. Also supportive: strong US Q2 earnings season (Meta, Alphabet, Amazon). July 2026 monthly range: 62,500–66,700+. The 65,000 threshold is derived from current data and distinct from the existing open prediction (>64,000).

40%
Next Week · Predicted for 31. Jul 2026
⚽ Sports Miss ✦ AI

Zharnel Hughes (England) wins gold in the men's 200m sprint at the 2026 Commonwealth Games (Scotstoun Stadium, Glasgow, 31 July 2026)

Zharnel Hughes (born Anguilla, competing for England) holds the British 200m record and is currently ranked World No. 8. He won 200m gold at the 2022 European Championships and silver at the 2022 Commonwealth Games (Birmingham). Selected for Glasgow 2026 and considered the top Commonwealth contender. Aggregated bookmaker odds imply ~38% gold probability; serious competition from Oblique Seville (Trinidad & Tobago, 19.80s SB 2025) and potentially other Caribbean sprinters. No specific Polymarket market; implied ~38%.

38%
Next Month · Predicted for 31. Jul 2026
📈 Economy Miss ✦ AI

Copper (LME spot price) closes above USD 6.40 per pound on July 31, 2026

Copper was trading at USD 6.23/lb on July 20, 2026, with a recent intraday high above USD 6.30 on July 17 (+1.1%). Reaching USD 6.40 requires approximately 2.7% rally. Structural drivers: TSMC announced an additional USD 100 billion Arizona investment in July 2026 (total package USD 265 billion) — a strong signal for copper demand in semiconductor fabs and AI data centres. TSMC Q2 2026 revenue grew +36% YoY to a record; gross margin hit an all-time high of 67.7%. The AI infrastructure boom and elevated NATO defence spending (a structural copper consumer) provide fundamental demand support. Dampeners: weak Chinese industrial data (PMI environment), USD strength weighs on dollar-denominated commodity prices. No Polymarket signal; we estimate 38% probability.

38%
Next Week · Predicted for 31. Jul 2026