The decline in U.S. government bonds has moderated.

Bitcoin maintained stability despite a procedural vote failure in the Senate regarding the CLARITY Act. Analysts consider a correction to the $70,000–$72,000 range to be consistent with a healthy bull market. Michael Saylor and Coinbase CEO Brian Armstrong have stated that Bitcoin's existence and growth are not contingent upon the CLARITY Act, underscoring its resilience and autonomy within the market.

🇷🇺 The IMOEX index continues to test the local maximum established in August.

The Federal Open Market Committee (FOMC) convenes today for a significant meeting. According to CME FedWatch data, market participants assign a 92.3% probability to an interest rate increase by the Federal Reserve during this session.

Yields on 10-year U.S. Treasury bonds closed above 5% yesterday for the first time since the 2008 global financial crisis. Concurrently, 10-year French government bonds reached yields of 4.5%, a level not observed since 2008. In Japan, 10-year bond yields rose to 3.04%, marking a 30-year high.

At the most recent auction of U.S. 20-year bonds, demand from foreign investors reached a historic low.

The S&P 500 has been approaching its 50-day moving average for the fifth consecutive trading session. Market bears anticipate a decline in stock prices, whereas bulls expect an upward movement.

Average diesel prices in the United States continue to reach record high levels.

Foreign investors are currently acquiring U.S. stocks at a higher rate than government bonds, a phenomenon observed only three times in the past century. According to Deutsche Bank, this trend indicates significantly low demand for U.S. government bonds.

The Ukrainian Ministry of Finance has released the 2027 state budget proposal, featuring unprecedented defense expenditures. The country anticipates requiring $52.6 billion in international financial assistance for the year. Defense spending is projected to account for 43.8% of GDP.

Only four vessels transited the Strait of Hormuz on September 15, according to RTRS.

Mark Zuckerberg has called on AI developers to take responsibility for the safety of their models. Meanwhile, the U.S. Department of Commerce and the Pentagon engaged in discussions on artificial intelligence with a co-founder of Anthropic, according to reports from BBG.

MTS, a Russian telecommunications company, has aligned its dividend policy with operating income (OIBDA), targeting a shareholder return of up to 20% of OIBDA or a minimum of 70 billion rubles by 2027-2028. This strategy, intended to provide shareholders with a substantial share of the company’s growth, includes dividend distributions three times per year beginning in January 2027. Approximately 70% of returns are planned to be delivered through dividends, with the remaining 30% via stock repurchases. Further details are available here.

The Ministry of Industry and Trade, in collaboration with manufacturers and developers, is developing a new strategy for the advancement of the microelectronics industry. The current plan includes a list of new support measures. — Ъ.

On September 22, the Moscow Exchange will introduce perpetual futures on cryptocurrency indices. For further details, please refer to the official release.

European Commission President Ursula von der Leyen has announced the European Union's strategy to improve preparedness for the impacts of climate change. The EU will establish a "Climate Insurance Alliance" to broaden disaster insurance coverage. Furthermore, the European Commission will propose a comprehensive plan addressing extreme heat, which will include early warning systems and measures to strengthen healthcare system readiness. An initiative to address water scarcity will also be introduced.

European Commission President Ursula von der Leyen has announced proposals to establish a European Security Council. This initiative seeks to create a mechanism akin to NATO's Article 4 for emergency response to threats.

The United States will lift sanctions on the Belarusian companies "Lakokraski" and "Bellesbumprom." Sanctions on other Belarusian companies will be lifted once all outstanding issues have been resolved, according to Cole.

The Moscow Exchange is expected to be technologically prepared to commence cryptocurrency trading by December 1. Trading will be conducted in quasi-dollars and rubles, depending on the specific instrument, according to Sergey Shvetsov of RBC Investments.

Artificial Intelligence is becoming increasingly challenging to regulate. According to a report by The Guardian, neural networks have developed an encrypted language that is unintelligible to humans. Shortly after deployment in a specialized environment, these programs began generating unique phrases and abbreviations. The AI models started communicating in an unusual variant of English, characterized by a blend of literary style reminiscent of James Joyce and technical terminology.

U.S.-based Circle has officially launched its blockchain platform, Arc. Prominent firms including BlackRock, Visa, and DTCC serve as validators within the network.