Russia's federal budget deficit for January-August 2026 is provisionally reported at 5.8 trillion rubles, equivalent to 2.5% of GDP, according to the Ministry of Finance. For further details, please refer to the official release.

In recent remarks, CZ recommended that governments consider incorporating both Bitcoin (BTC) and Ethereum (ETH) into their national cryptocurrency reserves.

Gas prices in Europe have risen above $950, reaching their highest level since December 2022.

Starting July 2027, the Federal Tax Service of Russia will be authorized to monitor devices of digital ruble holders, according to Izvestia. The data provided to tax authorities will include IP and MAC addresses, phone numbers, SIM cards, and other device identifiers. For more information, please refer to the source.

Russia is considering legalizing the transfer of shares to company employees. The State Duma will review legislation intended to motivate company staff through share ownership, according to Izvestia.

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Аналитики СберИнвестиций прогнозируют сохранение ключевой ставки Банком России на уровне 14%. Для вашего удобства они подготовили подборку из шести облигаций, соответствующих этому сценарию.

Все бумаги доступны в мобильном приложении СберИнвестиции.

Облигации под ставку. Рекомендуем подписаться на СберИнвестиции и включить уведомления, чтобы первыми узнать о решении Центробанка.

Напоминаем, что перевести свой портфель в СберИнвестиции можно всего в два клика через систему быстрых переводов. Кроме того, доступен кешбэк до 15 миллионов рублей.

До встречи в пятницу!

U.S. Treasury Secretary Bessent has cautioned about the inevitable disintegration of OPEC, predicting that "one fine day, the situation in the Middle East will stabilize, and OPEC will fall apart." Earlier, on April 20, 2021, former President Trump expressed his longstanding opposition to OPEC, characterizing it as an unlawful cartel. During his administration, the NOPEC antitrust bill targeting OPEC was actively pursued.

Several commercial vessels have been targeted in the northern Persian Gulf and the Gulf of Oman, according to the United Kingdom Maritime Trade Operations (UKMTO). The incident took place 24 kilometers northwest of Port Rashid, United Arab Emirates. Iranian authorities have indicated a potential for escalation, with senior officials issuing increasingly firm warnings, as reported by Western media.

The General Court of the European Union has dismissed Hungary's lawsuit challenging the use of frozen Russian assets for Ukraine. The court determined that it lacks jurisdiction over the matter, as it pertains directly to political decisions related to the EU's common foreign and security policy. Further details are available here.

According to Glassnode, over 50% of Solana blocks are produced in Frankfurt and Amsterdam, with Frankfurt accounting for 33% and Amsterdam contributing 19%.

⬆️ Logistics restrictions in the Azov-Black Sea basin and shipping issues in the Strait of Hormuz could significantly increase global wheat prices in the latter half of the current agricultural season (January-June 2027), forecasts Vladimir Petrichenko, CEO of ProZerno. Global wheat prices in the second half of the 2026/27 season could exceed $330/ton according to experts.

⬆️🛢🇺🇸 Diesel prices have surged past the significant $6 mark in major U.S. media headlines today, marking a considerable setback for Trump ahead of the Congressional midterm elections. Action is required, or he might need to explain that the rise in fuel prices is a "small price" for the mission to disarm Iran.

🛢 The International Energy Agency (IEA) has revised its oil market forecast, reducing the global demand prediction for 2026 by 2.5 million barrels per day to 102.45 million barrels. This anticipated decline mirrors oil crises from the 1970s and the economic shocks of 2008 and 2020. In August, global oil supply fell by 1.6 million barrels per day to 100.1 million, affected by tanker attacks in the Strait of Hormuz and the Red Sea.

🇷🇺 Aeroflot Group's passenger traffic for the first eight months of 2026 dropped by 0.1%, totaling 37.4 million people, according to a report. The passenger flow in August declined by 1.3% year-on-year amid flight restrictions.

⚠️ U.S. bond yields near psychological 5% mark. Societe Generale warns that a 10-year U.S. bond yield of 5.5% is a threshold where stocks start feeling pressure.

🇺🇸 U.S. lawmakers are considering the implementation of "AI emergency stop buttons" to address scenarios where artificial intelligence systems might become uncontrollable.

🛢 Yemeni Houthis have taken full control of the Bab-el-Mandeb Strait, reports AFP/TASNIM.

⚠️ Saudi Arabia's vital East-West oil pipeline, bypassing the Strait of Hormuz, allegedly suffered damage. On September 10, the Ansarullah movement, led by Houthi forces, reportedly launched a successful attack on the pipeline. This key conduit transports crude oil from Abqaiq to Yanbu on the Red Sea coast. Official confirmation of the incident is yet to be released.

📉 Oil prices fell by 3%, entering the zone of historical interventions by Trump and IEA countries.

🚨 Shareholders of the DIASOFT company have approved dividends for the first half of 2026 at 16 rubles per share. The cutoff date is September 21.

📉 Countries participating in the IEA will begin coordinated interventions in the oil market to reduce prices immediately after your short in oil is closed by a margin call, according to an official statement.