🛢 The International Energy Agency (IEA) has revised its forecast for global oil demand in 2026, now projecting a decline of 2.5 million barrels per day, reaching 102.45 million barrels per day. This reduction in demand is expected to be comparable to the oil crises of the 1970s and the shocks of 2008 and 2020. Additionally, global oil supplies dropped in August by 1.6 million barrels per day to 100.1 million barrels per day, influenced by attacks on tankers in the Strait of Hormuz and the Red Sea.

✈️ The passenger traffic of the Aeroflot Group decreased by 0.1% in the first eight months of 2026, totaling 37.4 million people, according to the latest report. In August, the passenger flow dropped by 1.3% year-on-year due to flight restrictions.

⚠️🇺🇸 US 10-Year Treasury Yields Near Psychological Level of 5%

Societe Generale warns that if US 10-year Treasury yields reach 5.5%, stocks may face increasing pressure.

🌐 US lawmakers are considering the implementation of "AI emergency shut-off switches" for situations where artificial intelligence may go out of control.

⚠️ Yemeni Houthis have taken full control of the Bab-el-Mandeb Strait, according to reports from AFP and TASNIM. This strategic waterway is crucial for global oil logistics and geopolitical dynamics in the region.

🚨🛢 Reports indicate that the main oil and gas pipeline of Saudi Arabia, known as "East-West," has been damaged. On September 10, the Houthi movement "Ansarullah" reportedly launched a successful attack on this major pipeline, which transports crude oil from Abqaiq to Yanbu on the Red Sea coast, bypassing the blocked Strait of Hormuz. This information has not yet been officially confirmed.

🛢 Oil prices have dropped by 3%, entering a zone of historical interventions by Trump and the International Energy Agency (IEA).

❗️🇷🇺 Shareholders of DIASOFT have approved dividends for the first half of 2026 at 16 RUB per share. The cut-off date for eligibility is September 21.

🚨🛢 The dates for coordinated interventions by IEA member countries in the oil market have been announced. The IEA member countries will begin their coordinated interventions to lower prices immediately after your oil short is closed due to a margin call, according to an official statement.

⚠️🇺🇸 A Bloomberg survey reveals that most economists expect the Federal Reserve to maintain interest rates at their current level during this month's meeting and through the end of 2027. This comes despite a rise in market expectations for a potential rate hike.

✴️🇮🇳 India is launching a pilot project for tokenization of corporate bonds. This initiative aims to enhance the efficiency and transparency of bond trading, leveraging blockchain technology. The project is expected to provide a modern approach to capital markets, potentially attracting more investors and improving liquidity. Further details on the implementation and timeline are anticipated in the coming weeks.

⚠️🇺🇸 Bank of America (BofA) warns of "excessive calm" in the markets, predicting a potential surge in volatility. According to BofA/EPFR, U.S. equity funds have seen a $14.2 billion outflow over the past three weeks, marking the largest withdrawal since January 2026. Rising Treasury yields, oil prices exceeding $100, and record diesel prices, combined with investor complacency and a lack of decisive action from authorities, are creating conditions for heightened volatility.

🚫🛢 A deficit of oil is expected to worsen in 2026 due to a slow recovery of supplies from the Middle East, according to the International Energy Agency (IEA).

🌍 BRICS nations are the major purchasers of Russian fertilizers, according to Alexander Gilgenberg, the CEO of PhosAgro.

🚀 The CEO of Coinbase has stated that a price target of $400,000 for Bitcoin (BTC) is a realistic goal. As the cryptocurrency market evolves, such projections continue to spark discussions among investors and enthusiasts alike. For more insights, visit Coinbase.

💥🇷🇺VK continues to focus on reducing its debt burden, according to the company. Over the past 18 months, VK's net debt has decreased by more than three times. As of the end of the first half of 2026, the net debt/EBITDA ratio stood at 2.3x, reflecting the company's financial stability. VK aims to maintain the net debt/EBITDA ratio in the medium term within the range of 2-3x.

⚠️🛢 No official confirmation has been received from Saudi Arabia regarding the damage to the oil pipeline "East-West" yet.

🇷🇺🇮🇳 Putin and Modi held a meeting at the BRICS summit.

⚠️🇩🇪 The number of bankruptcies in Germany reached its highest level since 2013 in the first half of the year, with nearly 13,000 companies filing for bankruptcy, according to the Federal Statistical Office.

🚨 Ahead

The Central Bank of Russia is set to announce its interest rate at 13:30 Moscow time. A press conference will follow at 15:00. The consensus among analysts suggests that the rate will remain unchanged at 14%, although a potential decrease of 0.25% is also on the table.

⚠️🇷🇺 The Expert RA has downgraded the credit rating of PJSC "MGKL" to the level of ruB, with a stable outlook. For more details on PJSC "MGKL's" position regarding specific points in the rating release by Expert RA, visit here.