25.5K subscribers
10.6K photos
499 videos
411 files
21.1K links
Alpha isn't just the first letter of the Greek alphabet. It's a mindset. It's seeing opportunity where others see chaos.
Download Telegram
โฌ†๏ธ๐Ÿ‡ท๐Ÿ‡บ Banks anticipate a doubling of demand for market mortgages by the end of 2026. Citizens are increasingly opting for mortgages without subsidies, despite high interest rates, as reported by FM.
๐Ÿ”ป Prices for scrap ferrous metals in the Russian market have begun to decline following a summer increase. This correction is attributed to weak demand from metallurgists and a drop in rebar prices, which primarily uses scrap metal for production. Market participants anticipate further price reductions for scrap until the end of the year. โ€” ะช
โš ๏ธ๐Ÿ‡ฎ๐Ÿ‡ท Iran has tested a new anti-ship missile, launching it over an American aircraft carrier, according to Press TV. The development highlights ongoing tensions in the region and showcases Iran's military capabilities amid geopolitical challenges.
๐ŸŒ China has introduced a new four-point security concept for the Middle East, according to the People's Daily. The proposal was presented by President Xi Jinping during talks with Egyptian President Sisi.
๐ŸŒŸ A perfect storm may be brewing for Bitcoin, according to the head of Bitcoin Magazine. Key developments include the anticipated Senate vote on the CLARITY Act on September 15, renewed discussions on the "American Strategic Reserve BTC," the rollout of the Genius Act to accelerate adoption, and growing integration of cryptocurrency into 401(k) retirement plans in the U.S. Experts have previously noted that Trump is likely to rally the cryptocurrency market ahead of the November midterm elections.
๐Ÿšจ๐Ÿ‡ฉ๐Ÿ‡ช If confirmed, the results of the Saxony-Anhalt elections will mark the first time since 1945 that the Alternative for Germany (AfD) party leads the government of a federal state. According to preliminary results, the AfD won 43.8% of the vote, the best result in the party's history in Germany. The Christian Democratic Union (CDU), led by Chancellor Friedrich Merz, came in second with 17.2%, representing the CDU's worst performance in Saxony-Anhalt.
๐Ÿ›ข๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡ท๐Ÿ‡บ Europe continues to purchase Russian LNG, according to Deputy Foreign Minister Grushko.
๐Ÿ“ˆ๐Ÿ‡ท๐Ÿ‡บ In the first half of 2026, promised dividends from major public Russian companies surged by 46% year-on-year, reaching nearly 500 billion rubles. A significant 76% of these anticipated payouts come from three companies in the oil and gas sector: Gazprom Neft (202 billion rubles), Novatek (108 billion rubles), and Tatneft (72 billion rubles) โ€” Kommersant.
๐ŸŒ Iranian authorities announced the closure of the Strait of Hormuz, a critical waterway for global oil shipments. Meanwhile, former President Donald Trump asserted that the Moon belongs to the United States.
๐Ÿ‡ท๐Ÿ‡บ Marketplaces are restructuring their operational models in response to new risks, shifting from the Fulfilled by Operator (FBO) model, where the marketplace handles storage and delivery, to Fulfilled by Seller (FBS), where goods remain with the seller until an order is placed. This change aims to decentralize logistics and mitigate risks. More details can be found in the article by RBC.
โœˆ๏ธ Aeroflot is calling for increased control over the share of foreign airlines. According to forecasts, by the end of 2025, the proportion of foreign carriers is expected to grow by 15.7%, reaching approximately 26-27.5 million passengers, nearly half of the total international air traffic. For more details, visit Kommersant.
๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ช๐Ÿ‡บ Chinese manufacturers are increasingly integrating into European supply chains, displacing local companies with cheaper components. China is "colonizing" European industry, raising concerns that the EU could lose 300,000 jobs by the end of the year, according to The Guardian.
๐Ÿš€ Over the past three weeks, there have been significant inflows into spot BTC ETFs, according to SoSoValue data.
โš ๏ธ๐Ÿ‡ฎ๐Ÿ‡ท The U.S. Secretary of Energy, Dan Brouillette, stated that a nuclear deal with Iran may never occur. His comments suggest that the Trump administration might continue to use force to prevent Iran from acquiring nuclear weapons without formal agreements regarding its nuclear program. In response, Iranian parliamentary speaker Ghalibaf warned that any future attacks on Iran would receive a "faster, stronger, and more painful" retaliation. For more details, visit CNBC.
๐Ÿ›ข๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡ป๐Ÿ‡ช Companies linked to Trump, Sable Offshore and Primavera, have entered the competition for oil contracts in Venezuela, according to the Financial Times.
โš ๏ธ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡ฎ๐Ÿ‡ท Israeli Prime Minister Netanyahu has issued a stern warning to Iran, stating that any attack on Israel would result in "unimaginable strikes" in response. This comes after the Israeli military's General Staff announced sudden military exercises. Additionally, the C14 portal reported that Israel is preparing for a large-scale coordinated missile attack from Iran, as there are indications that Iran may soon resume military actions.
โš ๏ธ๐Ÿ‡ช๐Ÿ‡บ In Europe, government bond yields are rising sharply amid increasing inflation expectations driven by soaring energy prices. Investors are demanding higher returns due to "political risks" linked to growing uncertainty surrounding upcoming elections in various regions. Notably, the yields on 10-year bonds in the UK, Germany, Spain, Belgium, Italy, and France have seen the most significant increases over the past month, as reported by BBG.
๐Ÿš€๐ŸŒ EM stocks have reached a two-month high, driven primarily by tech and AI shares. Emerging market currencies are also rapidly strengthening against the dollar, highlighting a significant market shift. For more details, visit BBG.
โš ๏ธ Germany's industrial production report for July reveals a month-on-month decrease of 1.1%, contrary to expectations of a slight increase of 0.1% and a previous rise of 0.2%. Year-on-year, production fell by 1.6%, while forecasts had anticipated no change. For more details, visit here.
โœˆ๏ธ The messenger MAKS will be utilized for boarding passengers on airplanes and trains, according to Transport Minister Andrei Nikitin in an interview with TASS.
This media is not supported in your browser
VIEW IN TELEGRAM
๐Ÿ›ข๐Ÿ‡ช๐Ÿ‡บ Europe, facing the lowest underground gas storage levels in history, has decided to increase gas injections ahead of winter 2026 at the highest prices seen in four years. This move comes as the continent prepares for the colder months, according to data from Gas Infrastructure Europe (GIE), reported by TASS.