๐จ๐ฌ๐ง The Times reports that Jaguar Land Rover will cut 4,000 jobs due to U.S. tariffs.
๐บ๐ธ๐ท๐บ The participation of Jin Lange, acting "sanctions guru" at the U.S. Treasury, in the American delegation that visited Moscow indicates that sanctions against Russia were a topic of discussion, according to AXIOS.
๐จ๐ข Today, the "Seven" of OPEC+ will discuss the current oil market situation. Earlier, Novak indicated that OPEC+ does not plan new production cuts as global demand for oil is recovering and there is a market shortage. During the meeting on Sunday, OPEC+ ministers will focus on discussing the market and the implementation of agreements. RTRS also reported that no decisions regarding oil production policy will be made on Sunday, with discussions primarily centered on the market.
โ ๏ธ๐ฎ๐ท Galibaf stated that the United States must realize that the rules of the game have changed before it is too late. He warned that any future attacks on Iran's security or interests would result in a quicker, more decisive, and harsher response.
๐ Key Events This Week:
On Monday, September 7, the US, Canada, and Brazil observe Labor Day with no trading. Germany reports industrial production (July) at 09:00 MSK, while the Eurozone releases GDP data for Q2 2026 at 12:00 MSK.
Tuesday, September 8, features Japan's GDP (Q2 2026) at 02:50 MSK and China's global trade data (August) at 06:00 MSK. The US will see ADP Employment at 15:15 MSK and consumer inflation expectations at 18:00 MSK.
Wednesday includes China's CPI (August) at 04:30 MSK and the US short-term oil market forecasts at 19:00 MSK.
On Thursday, Germany reports CPI (August) at 09:00 MSK, followed by Turkey and the EU's central bank rates at 14:00 MSK and 15:15 MSK respectively.
Friday features Japan's PPI (August) at 02:50 MSK, UK's GDP (July) at 09:00 MSK, and the US CPI (August) at 15:30 MSK.
On Saturday and Sunday, the BRICS summit takes place in India. The EU Arctic Summit will also be held in Finland on Sunday.
On Monday, September 7, the US, Canada, and Brazil observe Labor Day with no trading. Germany reports industrial production (July) at 09:00 MSK, while the Eurozone releases GDP data for Q2 2026 at 12:00 MSK.
Tuesday, September 8, features Japan's GDP (Q2 2026) at 02:50 MSK and China's global trade data (August) at 06:00 MSK. The US will see ADP Employment at 15:15 MSK and consumer inflation expectations at 18:00 MSK.
Wednesday includes China's CPI (August) at 04:30 MSK and the US short-term oil market forecasts at 19:00 MSK.
On Thursday, Germany reports CPI (August) at 09:00 MSK, followed by Turkey and the EU's central bank rates at 14:00 MSK and 15:15 MSK respectively.
Friday features Japan's PPI (August) at 02:50 MSK, UK's GDP (July) at 09:00 MSK, and the US CPI (August) at 15:30 MSK.
On Saturday and Sunday, the BRICS summit takes place in India. The EU Arctic Summit will also be held in Finland on Sunday.
๐บ๐ธ๐บ๐ฆ The first round of negotiations between U.S. officials Witkoff and Kushner and Ukrainian President Zelensky has concluded. The second round has now commenced, involving representatives from Britain and Europe. During the meeting, Zelensky presented Witkoff and Kushner with T-shirts emblazoned with the phrase "Kyiv regime," according to Ukrainian media reports.
๐จ Ukrainian President Volodymyr Zelensky met with Whitcoff and Kushner, who expressed their desire for a breakthrough in negotiations before winter, according to Axios. Ukrainian media reported a clear understanding during the talks that the conflict is unlikely to conclude before winter. Meanwhile, former President Trump is advocating for a long-term resolution, according to various media sources.
๐จ Two prominent figures, Whitcoff and Kushner, are set to collaborate with Russia and Ukraine on a revamped proposal for conflict resolution, according to AXIOS.
๐จ๐ฉ๐ช The Alternative for Germany (AfD) is projected to secure 44.5% of the votes in the Saxony-Anhalt elections, according to early exit poll data, reports DW. The Christian Democratic Union (CDU), which has been a dominant political force in the region for decades, is receiving 18.5% of the voters' support. AfD is confidently leading in the Saxony-Anhalt elections, with CDU trailing in second place. Merz is firmly in second position.
โ๏ธ Former President Donald Trump has tasked his team with developing a new peace package, according to Jared Kushner. This initiative aims to address ongoing geopolitical tensions and promote stability in the region.
โ ๏ธ๐บ๐ฆ "Donbas is a key topic," stated President Zelensky. The ongoing geopolitical situation in Ukraine continues to be a focal point of discussions, emphasizing the importance of the Donbas region in the context of national and regional stability. As tensions persist, the significance of addressing issues surrounding this area remains critical for Ukraine's future.
๐ท๐บ Initial expectations indicated that the recent negotiations would not lead to any significant breakthroughs. Consequently, experts suggest that, barring any major geopolitical upheavals, the IMOEX index may resume its upward trend after a few days of digesting the latest "negotiation" newsโthough this remains uncertain.
๐จ๐บ๐ฆ During his visit to Moscow, Witkoff reported hearing new ideas regarding the resolution of the Ukraine conflict. According to RIA, he noted the beginning of a convergence of positions for settling the issue. TASS highlighted that significant progress was made during the negotiations. The United States has suggested that Russia and Ukraine return to trilateral talks.
โก๏ธ Ukraine's geopolitical landscape is set for a potential shift as Witkoff announces that a meeting involving representatives from Russia, the United States, and Ukraine regarding conflict resolution will be announced soon. This announcement comes amid ongoing tensions in the region. For more details, visit TASS.
๐จ Jared Kushner announced plans to revive trilateral talks concerning Ukraine, as reported by the newspaper. The discussions aim to address ongoing geopolitical issues and explore potential solutions for the region. Further details on the proposed negotiations are yet to be revealed. For more information, visit here.