💥🇺🇸 Lithium Americas has received a boost after the United States acquired a 5% stake in the company. This move signals increased interest in lithium resources amid growing demand for electric vehicle batteries and renewable energy technologies. The investment reflects the U.S. government's strategic focus on securing critical minerals essential for the transition to clean energy.

🚨 Upcoming Economic Releases

The United States will release its S&P Manufacturing PMI for September at 16:45 Moscow time. Following that, the ISM Manufacturing PMI for the same month will be published at 17:00 Moscow time.

🇷🇺 Mikhail Mishustin announced that 80% of Russian companies are expected to switch to domestic software by 2030. This initiative is part of a broader effort to enhance the country's technological independence and promote local development in the IT sector. The move aligns with ongoing import substitution policies aimed at reducing reliance on foreign technologies.

🚨 The S&P Manufacturing PMI for the United States in September has been reported at 52, matching expectations but down from the previous figure of 53.

🛢 The monitoring committee meeting of OPEC+ (JMMC) concluded without any recommendations. The next JMMC meeting is scheduled for November 30. A full meeting of OPEC+ countries is set for October 5, where they will establish the oil production plan for November.

🇺🇸 U.S. Defense Secretary Pete Hegseth has criticized "fat generals" and diversity programs, claiming they have contributed to the decline of the U.S. armed forces. Hegseth stated, "It is completely unacceptable to see overweight generals and admirals in the halls of the Pentagon."

🇷🇺 The Ministry of Finance has placed OFZ 26224 bonds totaling 20.6 billion rubles, with demand reaching 33.17 billion rubles. The average yield stands at 14.62%.

🛢🇭🇺🇹🇲 Hungary has decided to purchase gas from Turkmenistan. Adam Stifter, Deputy State Secretary for Eastern Relations, announced that Hungary expects Turkmenistan to supply gas in the near future. This topic was discussed during a meeting of the intergovernmental commission between the two countries.

🚨 The ISM Manufacturing PMI for the United States in September has been reported at 49.1, surpassing expectations of 49 and up from the previous figure of 48.7.

💥✴️ Telegram is integrating xStocks from Kraken and will launch trading of tokenized US stocks through its TON wallet as early as October. Users can look forward to this new feature that enhances their trading experience. For more details, visit the full article here.

💥✴️ Bitcoin (BTC) has surged past $117,000, marking a significant milestone in the cryptocurrency market. This bullish trend has drawn attention from investors and analysts alike, as BTC continues to demonstrate its potential for growth. For further details, visit here.

🇺🇸 Microsoft plans to primarily utilize its own AI chips for data centers in the future, according to a report from CNBC. The tech giant is focusing on developing proprietary solutions to enhance its AI capabilities and streamline operations. For more details, visit CNBC's report here.

⚠️🇺🇸🇮🇷 The United States has expanded its sanctions against Iran, according to the Treasury Department.

🇷🇺 On October 1, the Ministry of Finance conducted two auctions, placing the highest volume of OFZ since March 12, totaling 231.671 billion rubles.

⚠️ The Moscow Exchange Index (IMOEX) has dropped below 2650.

🚨🇷🇺 Shareholders of EUROTRAN have approved dividends for the first half of 2025 at a rate of 8.18 RUB per share, which includes 3 RUB per share for the second quarter. The cut-off date for eligibility is set for October 20.

🚨 Ahead

The U.S. oil inventory data from the EIA is set to be released at 17:30 Moscow time. Previously, the API reported a decrease in inventories by -3.674M.

⚠️🇺🇸 Speaker of the U.S. House of Representatives Mike Johnson stated, "We can't do anything to make the continuing resolution better for the Democrats." The House is set to return next week.

🛢️ The U.S. Energy Information Administration (EIA) reports a rise in crude oil inventories, with stocks increasing by 1.792 million barrels. This figure surpasses analysts' expectations of a 1.500 million barrel increase and follows a previous decrease of 0.607 million barrels. For detailed information, visit the EIA website.

📈 The total trading volume on the Moscow Exchange (MOEX) in September 2025 increased by 36.5% year-on-year, reaching 162.7 trillion rubles. For more details, see the report.

🇺🇸 Google is set to reduce its workforce in the cloud division, according to Insider. The company’s decision reflects ongoing adjustments within its business strategy as it navigates a competitive market. More details regarding the number of layoffs and the impact on operations are yet to be disclosed.