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Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
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πŸ“ˆπŸ‡ΊπŸ‡Έ US stocks are seeing a buying attempt. Short positions are at multi-year highs, while Trump stated yesterday that stocks will rise.
✨ Mixed inflows into spot BTC ETFs have been reported by SoSoValue. Bitcoin (BTC) is currently consolidating within a narrow range of $78,000 to $80,000. Many investors have been waiting for a pullback to make purchases, but so far, no such correction has occurred.
πŸ‡―πŸ‡΅ The Japanese yen has strengthened significantly against the dollar following recent interventions. Traders are closely monitoring potential actions ahead of the upcoming Bank of Japan meeting and the extended weekend. This period presents an excellent opportunity for the central bank to intervene in the market, according to Bloomberg. Japan and the United States have previously stated their readiness to conduct further interventions if necessary.
πŸ‡·πŸ‡Ί The Attorney General Alexander Gutsan has proposed introducing a moratorium on business inspections in 2027 to support enterprises amid drone attacks, reports RBC correspondent.
πŸ’° The introduction of the digital ruble may result in banks losing up to 100 billion rubles in commission income annually, along with a potential outflow of 10% of their liabilities. The path to profitability is expected to be lengthy, especially for smaller credit institutions. Experts predict that in various scenarios, the digital ruble could account for 5% to 30% of cashless transactions within the next 5 to 7 years. For more details, visit β€” Πͺ.
πŸ›’ Refineries in India and China, the world's two largest oil importers, are increasing spot purchases of Middle Eastern oil, leading to rising prices β€” BBG.
πŸ’₯βœ΄οΈπŸ‡ΊπŸ‡Έ Robinhood has surpassed Binance in the number of tokenized stock holders, reaching 862,800 compared to Binance's 827,200, making it the largest platform by this metric, according to Token Terminal. The Robinhood Chain network was launched by the brokerage on July 1 and is rapidly gaining popularity, setting records across various indicators.
πŸ“Š India’s Services PMI for August has dropped to 54.1 from 57.4, indicating a slowdown in the sector. Meanwhile, the Composite PMI remains stable at 54.3, unchanged from previous months.
πŸ‡·πŸ‡Ί Selgidar has no plans to acquire new assets in the near future, according to the holding's president Alexander Khruzh, as reported by RIA.
✈️ Aeroflot has announced its focus on sustainable operations rather than external statements. The safety of passengers remains the airline's top priority, according to CEO Sergey Alexandrovsky. For more information, visit Aeroflot.
πŸ‡·πŸ‡Ί A significant agreement was signed at the Eastern Economic Forum (EEF) for the establishment of a major manufacturing facility for complex semiconductors in Primorye, Russia. The collaboration involves the Ministry of Industry and Trade, the Ministry for the Development of the Russian Far East, the regional government, and the company "IKS Holding." This project aims to create the largest semiconductor production complex in the country. More details can be found here.
πŸ‡·πŸ‡Ί The largest Russian retailer, X5, has requested President Putin to repeal a key provision of the "On Trade" law, which prohibits networks from opening new stores after reaching a 25% market share in a municipality or region. Retailers argue that this change would ensure uninterrupted food supplies, currently threatened by attacks on logistics infrastructure. β€” Πͺ
πŸš— Russia has secured new technological partners for all 13 automobile plants abandoned by foreign manufacturers, while maintaining control over the assets with domestic beneficiaries. This development was announced by Kaliningrad Governor Anton Alikhanov.
πŸŽ‰ Following the latest earnings reports, shares have seen notable changes: NetApp (NTAP) dropped by 9%, Hewlett Packard (HPE) fell by 5%, C3ai (AI) decreased by 1%, and Barrick Gold (GOLD) saw a decline of 4%. In contrast, Snowflake (SNOW) surged by 23%, while Broadcom (AVGO) experienced a slight drop of 1%.
πŸ‡·πŸ‡Ί Three to four federal companies may soon enter the public market, according to Moiseev. He stated, β€œIn principle, there are not many left: I mention three or four companies where we have a stake that could potentially be reduced, allowing us to go public.”
πŸ‡·πŸ‡Ί New messaging apps from domestic developers are rapidly emerging in Russia. In August alone, companies like Wildberries, Blink, and Looky announced their plans to launch their own projects. β€” Πͺ
πŸ“‰ Weekly inflation in Russia has fallen below zero once again. Out of the last five readings, four have been negative.
🚒 President Putin visited the shipbuilding complex "Zvezda", operated by Rosneft as the anchor customer.

"Zvezda" is the largest facility in the country and one of the most modern in the world, built from scratch in the post-Soviet era. The complex specializes in constructing large-capacity civilian vessels, icebreakers, and marine equipment, including drilling platforms for year-round operations in the Arctic.
πŸ‡·πŸ‡Ί Experts suggest that the chances of the IMOEX index holding above its 50-day moving average are greater this time compared to a month ago, when it failed to do so.
πŸ›’ OPEC's role remains significant, with the organization expected to continue exerting considerable influence on global markets, according to Novak. RTRS previously reported that OPEC+ had lost its grip on the oil market following six months of conflict in Iran.
πŸ›’πŸ‡·πŸ‡Ί A new cut-off price of $50 per barrel for Russia's budget rule is under discussion, according to Energy Minister Alexander Novak. He stated that lowering the threshold is a sensible approach from a planning perspective. This move reflects the government's strategy to adapt to changing market conditions. For more details, visit here.