ALROSA currently does not require support through diamond purchases from the state reserve. The company is not experiencing any significant sales challenges, according to the Head of Yakutia, as reported by RIA Novosti.

Sberbank expects to achieve higher profits by the end of 2026 compared to 2025, while maintaining a strong capital adequacy ratio. The bank anticipates record dividend payments by 2026 and currently does not foresee any difficulties in fulfilling these obligations. According to Herman Gref, Sberbank forecasts unprecedented profits for 2026, with Russia's banking sector potentially generating approximately 4 trillion rubles by the end of the year.

Russian airspace remains secure as the country implements comprehensive measures to maintain its safety, stated Anton Kobyakov, adviser to the President of Russia. His comments were made in response to Ukraine's assertions concerning the risks associated with flying over Russian territory, according to TASS.

The Russian import-substituted aircraft SJ-100 is anticipated to obtain certification in the spring, with deliveries scheduled to commence in 2027. According to TASS, firm contracts for the delivery of SJ-100 aircraft with prospective customers, including Red Wings and Azimut, may be finalized by the end of 2026.

The Japanese yen has appreciated notably against the U.S. dollar following recent market interventions. Market participants are closely observing for potential further interventions in anticipation of the upcoming Bank of Japan meeting and the subsequent two-day holiday. This interval presents an opportune moment for the central bank to engage in market operations, according to Bloomberg. Both Japan and the United States have indicated their willingness to implement additional interventions if deemed necessary.

Russia's largest retailer, X5, has petitioned the Russian President to revoke a key provision of the Trade Law. This regulation restricts networks from opening new stores after reaching a 25% market share in a municipal area or region. Retailers contend that amending this rule will help maintain uninterrupted food supplies, which are currently threatened by attacks on logistics infrastructure. Further details can be found in this report.

The role of OPEC remains significant, and the organization is expected to continue exerting substantial influence on global markets, according to Novak. Previously, RTRS reported that OPEC+ had lost its influence on the oil market six months into the war in Iran.

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The Japanese Yen has continued to strengthen significantly against the US Dollar following a series of interventions yesterday. Meanwhile, the Nikkei index is experiencing downward pressure.

The Moscow Exchange is scheduled to introduce 20 perpetual futures on U.S. stocks this September. Trading of these new perpetual futures on global assets will begin in two phases, on September 8 and 15, 2026, according to the official release.

In Germany, the Composite PMI for August increased to 51.8, up from 51.3 in the previous period. Conversely, the Services PMI experienced a slight decrease, registering at 49.7 compared to 49.8.

Iran conducted strikes on U.S. military bases in the United Arab Emirates and Kuwait on Thursday, according to IRNA.

Sales of new passenger and light commercial vehicles (LCVs) in Russia declined by 7.3% year-on-year in August, according to the AEB.

🚨 Kostin does not anticipate that the Russian Central Bank will keep its key rate unchanged at the forthcoming meeting, contrary to market expectations, according to TASS. Gref asserts that the Bank of Russia has the capacity to further lower its key rate despite rising inflation. He attributes the inflation to a supply shock caused by capacity losses from drone attacks, rather than a demand surge, and notes that this does not warrant a monetary policy response, as reported by Vedomosti.

FESCO has obtained credit ratings in China. For further information, please refer to the official release.

Negotiations regarding the route and commercial terms for supplies via the "Power of Siberia 2" pipeline are currently underway between the involved companies. Further discussions are scheduled for tomorrow at the intergovernmental commission, according to Novak, as reported by Vesti.

Central banks worldwide purchased 23 tons of gold in July, representing an almost twofold decrease compared to the previous month. Notably, China's central bank increased its gold acquisitions in recent months. Year-to-date, global central banks have acquired approximately 130 tons of gold, compared to 160 tons during the same period last year, according to data from the World Gold Council (WGC).

🇷🇺 The situation concerning developer bankruptcies is under control. There are no critical issues related to developer bankruptcies in Russia, stated Nikita Stasishin, Deputy Minister of Construction and Housing of the Russian Federation, to RIA Novosti.

The Moscow Exchange Index (IMOEX) increased by 1.5%.

The United States is scheduled to release the Initial Jobless Claims data at 3:30 PM Moscow time. Concurrently, the trade balance figures for July will also be published.

Federal Reserve Governor Waller has expressed concerns about the potential for further inflationary growth. However, he acknowledged initial signs of disinflation and advocated for maintaining the current interest rate at the upcoming meeting. Previously, he had supported raising the rate promptly to mitigate future economic challenges.