⚠️🇩🇪 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.

🔥🇷🇺 The Central Bank of Russia has maintained its interest rate at 14%, in line with expectations. Recent months have seen a significant increase in price pressures, with inflation projected to rise to 5-6% annually. According to the Bank of Russia's baseline scenario, inflation is expected to reach 6.0-7.0% by 2026, returning to 4.0% in 2027 and stabilizing at the target rate thereafter. For more details, visit the official release.

🐻 As the stock market remains bearish, opportunities for significant growth seem limited. Roman Bakhtyrev, a knight of Alfa Bank, outlines three strategies to profit even in a down market. Watch the video and vote on your preferred approach: 🔥 - betting on declines, ❤️ - reliable stocks, or 👍 - gold, floaters, and the money market.

⬆️ Logistics restrictions in the Azov-Black Sea basin and shipping issues in the Strait of Hormuz could significantly increase global wheat prices in the latter half of the current agricultural season (January-June 2027), forecasts Vladimir Petrichenko, CEO of ProZerno. Global wheat prices in the second half of the 2026/27 season could exceed $330/ton according to experts.

⬆️🛢🇺🇸 Diesel prices have surged past the significant $6 mark in major U.S. media headlines today, marking a considerable setback for Trump ahead of the Congressional midterm elections. Action is required, or he might need to explain that the rise in fuel prices is a "small price" for the mission to disarm Iran.

🛢 The International Energy Agency (IEA) has revised its oil market forecast, reducing the global demand prediction for 2026 by 2.5 million barrels per day to 102.45 million barrels. This anticipated decline mirrors oil crises from the 1970s and the economic shocks of 2008 and 2020. In August, global oil supply fell by 1.6 million barrels per day to 100.1 million, affected by tanker attacks in the Strait of Hormuz and the Red Sea.

🇷🇺 Aeroflot Group's passenger traffic for the first eight months of 2026 dropped by 0.1%, totaling 37.4 million people, according to a report. The passenger flow in August declined by 1.3% year-on-year amid flight restrictions.

⚠️ U.S. bond yields near psychological 5% mark. Societe Generale warns that a 10-year U.S. bond yield of 5.5% is a threshold where stocks start feeling pressure.

🇺🇸 U.S. lawmakers are considering the implementation of "AI emergency stop buttons" to address scenarios where artificial intelligence systems might become uncontrollable.

🛢 Yemeni Houthis have taken full control of the Bab-el-Mandeb Strait, reports AFP/TASNIM.

⚠️ Saudi Arabia's vital East-West oil pipeline, bypassing the Strait of Hormuz, allegedly suffered damage. On September 10, the Ansarullah movement, led by Houthi forces, reportedly launched a successful attack on the pipeline. This key conduit transports crude oil from Abqaiq to Yanbu on the Red Sea coast. Official confirmation of the incident is yet to be released.

📉 Oil prices fell by 3%, entering the zone of historical interventions by Trump and IEA countries.

🚨 Shareholders of the DIASOFT company have approved dividends for the first half of 2026 at 16 rubles per share. The cutoff date is September 21.

📉 Countries participating in the IEA will begin coordinated interventions in the oil market to reduce prices immediately after your short in oil is closed by a margin call, according to an official statement.

⚠️ A Bloomberg survey reveals that a majority of economists anticipate the Federal Reserve will maintain interest rates at current levels during this month’s meeting and continue through the end of 2027, despite increasing market odds for a rate hike.

✨🇮🇳 India has initiated a pilot project focused on the tokenization of corporate bonds.

⚠️🇺🇸 Bank of America highlights "excessive calm" in markets, warning of potential volatility spikes. According to BofA/EPFR, $14.2 billion has been withdrawn from U.S. equity funds over the past three weeks, marking the largest outflow since January 2026. Rising Treasury yields, oil prices exceeding $100, and record diesel price increases, coupled with investor complacency and lack of decisive government action, set the stage for heightened volatility, says BofA.

🚫🛢 Oil shortage forecast
The International Energy Agency predicts an intensifying oil deficit by 2026 due to slow recovery in Middle Eastern supplies.

🇷🇺 The BRICS countries are the primary buyers of Russian fertilizers, according to PhosAgro CEO Alexander Gilgenberg.