📈📰 Trump administration explores lifting sanctions on Russia's flagship investment fund RDIF
• Potential sanctions relief eases pressure on Russian assets
• Russian ruble and sovereign bonds strengthen on reduced sanctions risk

$RUB $ERUS | Monitoring The Situation Discussion

📉📰 Bolsonaro allies say Trump government signaled asylum, per CNN Brasil
• Claim is attributed to allies, not confirmed by US or Brazilian officials
• Brazil political risk rises as asylum prospect clouds Bolsonaro case

$EWZ | Walter Bloomberg

📉🛢️ US discusses Russian deals for US oil majors in Ukraine peace talks
• Potential easing of sanctions lifts US energy majors' prospects
• Russian oil access could expand global crude supply, pressuring prices

$XLE $USO | Walter Bloomberg

📈🛡️ Proposals include resuming US airline access to Russian airspace
• Overflight access would cut US airline fuel costs
• Proposal suggests US firms restart titanium co-operation with Russia
• Titanium supply resumption would ease aircraft input costs

$BA $UAL $DAL $AAL | Monitoring The Situation Discussion

📉🛢️ US and Russia discussed sale of Lukoil's international assets to US investors
• Talks include Alaska LNG project involving Russia's Novatek
• Discussions cover resuming gas to Europe via remaining Nord Stream pipeline

$USO $UNG $XLE | Monitoring The Situation Discussion

➡️📊 Netanyahu's Likud leads in Israel vote, N12 exit poll shows
• Channel 11 exit poll shows no clear winner in Israeli election
• Israeli political uncertainty rises as coalition outcome unclear

$SPY $USO $GLD | tradfi

📉📰 Robinhood Q3 EPS 51c, missing 56c estimate
• Robinhood Q3 net revenue $1.42B, missing $1.44B estimate
• Robinhood Q3 crypto revenue $120M, beating $114.1M estimate
• HOOD earnings miss drags shares lower

$HOOD | tradfi

📉🛢️ Netanyahu tells security agencies overthrowing Iran leadership is only way to remove
• Netanyahu directs military to prepare new strikes in early October
• Trump opposes restarting strikes before US midterms
• Eisenkot rejects making regime change a stated war objective
• Exit polls show neither bloc reaching majority, next government unsettled

$USO $GLD $ITA $SPY | Monitoring The Situation Discussion

➡️₿ Robinhood crypto revenue fell 55% year-over-year but beat Street forecasts
• Crypto trading revenue drops, weighing on HOOD results
• Forecast beat lifts shares despite revenue decline

$HOOD $BTC $COIN | CoinDesk

📈₿ Treasury Secretary Bessent says crypto can be tool to keep dollar dominant
• Bessent says SEC and CFTC action could fill gap left by Clarity
• Bessent says regulatory action could curb crypto debanking

$BTC $ETH $XRP | Solid Intel 🛰

📈🛢️ UAE reportedly backs Houthis against Saudi Arabia in Yemen
• Saudi-UAE rift widens, straining Gulf coalition
• Yemen conflict escalation risks Gulf oil infrastructure
• Crude supply risk premium rises on Gulf instability

$USO $XLE | Monitoring The Situation Discussion

➡️📰 Exit polls show neither Netanyahu coalition nor Eisenkot bloc wins majority
• Likud emerges as largest single party in Israel's election
• Eisenkot's bloc leads Netanyahu's coalition in projected seats
• Arab parties set for relatively large number of seats
• Weeks of coalition talks loom; Eisenkot expected asked first

Solid Intel 🛰

📉🏦 US national debt hits new all-time high of $40.5 trillion
• Debt milestone pressures Treasury yields higher
• Rising debt load weighs on long-duration bonds

$TLT $UUP $SPY | Watcher Guru

➡️📰 Netanyahu-led bloc tied with rival Eisenkot camp in Channel 13 exit poll
• Israeli election uncertainty rises, coalition formation hangs in balance
• Shekel and Israeli assets face volatility on hung parliament risk

$EIS | Astronomica News

📈💻 SK Hynix Q3 operating profit 83.33T won, beats 77.5T estimate
• Q3 sales 104.62T won, tops 98.96T estimate
• Q3 net 39.53T won, misses 59.66T estimate
• Memory chip demand lifts operating profit above consensus

$SKHY $SMH $NVDA | tradfi

📈💻 OpenAI plans to buy Google AI chips, diversifying from Nvidia dependency
• Google gains AI chip customer, lifts Alphabet semiconductor revenue outlook
• Nvidia faces potential share loss in AI chip supply chain

$GOOGL $NVDA | tradfi

➡️📰 Israeli exit polls show Netanyahu bloc deadlocked with Eisenkot opposition
• Neither side projected to reach 61 seats for parliamentary majority
• Turnout hits 77.7%, highest in over two decades
• Arab parties could hold balance of power in coalition talks

Walter Bloomberg

➡️📰 Anthropic weighs offering 15% to 20% of IPO to retail investors
• Retail allocation would exceed typical IPO retail share
• Larger retail tranche could lift demand for AI listings

tradfi

📈🛢️ BREAKING: US tells Gulf Arab allies to prepare for renewed Iran military campaign
• Trump leans toward large strike on Iranian nuclear, infrastructure targets post-election: WSJ
• Trump says US may launch 'another little epic fury' if Tehran fails
• Crude spikes as Gulf allies brace for potential renewed Iran campaign

$USO $XLE $GLD $TLT | tradfi

📉₿ Three South Korean financial firms including Bithumb report data breaches
• Bithumb breach exposes crypto exchange user data, trust erodes
• South Korean financial sector faces regulatory scrutiny after breaches

$BTC $ETH | unfolded.