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๐Ÿ›ข 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.
๐Ÿ‡ท๐Ÿ‡บ 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.
โš ๏ธ 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.
๐Ÿ‡บ๐Ÿ‡ธ U.S. lawmakers are considering the implementation of "AI emergency stop buttons" to address scenarios where artificial intelligence systems might become uncontrollable.
๐Ÿ›ข Yemeni Houthis have taken full control of the Bab-el-Mandeb Strait, reports AFP/TASNIM.
โš ๏ธ 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.
๐Ÿ“‰ Oil prices fell by 3%, entering the zone of historical interventions by Trump and IEA countries.
๐Ÿšจ 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.
๐Ÿ“‰ 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.
โš ๏ธ A Bloomberg survey reveals that a majority of economists anticipate the Federal Reserve will maintain interest rates at current levels during this monthโ€™s meeting and continue through the end of 2027, despite increasing market odds for a rate hike.
โœจ๐Ÿ‡ฎ๐Ÿ‡ณ India has initiated a pilot project focused on the tokenization of corporate bonds.
โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ 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.
๐Ÿšซ๐Ÿ›ข Oil shortage forecast
The International Energy Agency predicts an intensifying oil deficit by 2026 due to slow recovery in Middle Eastern supplies.
๐Ÿ‡ท๐Ÿ‡บ The BRICS countries are the primary buyers of Russian fertilizers, according to PhosAgro CEO Alexander Gilgenberg.
๐Ÿ“ˆ The CEO of Coinbase has set an optimistic outlook for Bitcoin, suggesting a target of $400,000 as a reasonable goal for the cryptocurrency.
๐Ÿ’ฅ๐Ÿ‡ท๐Ÿ‡บ VK is actively reducing its debt. Over a year and a half, VK's net debt has decreased by more than three times. By the end of the first half of 2026, the Net Debt/EBITDA ratio stood at 2.3x, indicating the company's financial stability. VK aims to maintain the Net Debt/EBITDA ratio in the medium-term range of 2-3x. More information can be found on the company's website.
๐Ÿ“ฐ๐Ÿšจ No official confirmation has been received from Saudi Arabia regarding the damage to the "East-West" oil pipeline.
๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ณ Russian President Vladimir Putin and Indian Prime Minister Narendra Modi met on the sidelines of the BRICS summit to discuss bilateral relations and global issues.
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๐Ÿ“ˆ While there are no strong reasons for stock growth, Roman Bakhtyrev of Alfa Bank reveals three strategies to profit even in a bearish market. Watch the video and vote for your strategy: ๐Ÿ”ฅ betting on declines, โค๏ธ reliable stocks, or ๐Ÿ‘ gold, floaters, and the money market.
๐Ÿ“ฐ Gazprom plans to continue increasing gas production in Yamal using onshore and shelf fields, according to the company.
๐Ÿ‡ท๐Ÿ‡บ The Moscow Exchange is launching a pre-IPO preparation program. Training in the MOEX Start accelerator for companies gearing up for private placement or pre-IPO will commence on October 1, 2026. For more information, read the release.