🚨 The US Treasury today received buyback offers totaling $4.08 billion, falling short of the previously announced $6 billion target. This announcement comes as part of the September 24 buyback operation for 20–30-year debt.

⚠️🇮🇱 Dozens of diplomats walked out of the UN General Assembly hall as Israeli Prime Minister Benjamin Netanyahu began his speech. Netanyahu asserted that if he had not decided to bomb Iran's nuclear sites, "we would all be dead." For more details, watch the LIVE broadcast.

⚠️🇷🇺 A new windfall tax will be introduced in the Russian Tax Code as a "tax on excess income," complementing the existing "tax on super profits." The Ministry of Finance proposes this tax to be levied on several mining companies as part of the adjustment to the taxation of natural rent. The windfall tax aims to enhance revenue sources for the federal budget.

🇺🇸🇨🇳 The White House has hailed the meeting between Trump and Xi Jinping as a success.

⚠️🇺🇸 The decline in U.S. government bonds continues as yields rise. Surprisingly, the "long-term" bonds are experiencing the steepest drop, despite the U.S. Treasury's active purchasing in this area. Yesterday, the U.S. Treasury announced an increase in purchases of 20- and 30-year bonds to $6 billion per operation.

🚨 Oil intervention discussions are back on the agenda as French President Emmanuel Macron advocates for a coordinated release of oil from strategic reserves. He expressed his desire to discuss this measure with G7 nations, emphasizing the need for collaborative action in managing oil supplies.

⚠️🇮🇱🇹🇷 In a recent address at the UN General Assembly, Israeli Prime Minister Benjamin Netanyahu labeled Turkish President Erdogan a tyrant. Eastern analysts are increasingly discussing the potential for a war between Turkey and Israel, prompting heightened monitoring of the situation.

✨ The Federal Reserve has put forward proposals for public discussion aimed at establishing a regulatory framework for stablecoin issuers in line with the GENIUS Act.

⚠️🇺🇸 The US Senate has rejected a resolution aimed at limiting President Trump's military powers concerning Iran. The decision reflects ongoing divisions within Congress regarding the nation's approach to Iranian relations and military engagement. The resolution sought to restrict military actions without congressional approval, but ultimately did not pass, allowing Trump to retain broad authority in matters related to Iran.

⚠️🇺🇸 Kevin Warsh faces challenges as surging Treasury yields create new concerns for the Federal Reserve, according to CNBC. The rising yields are increasingly impacting economic conditions, prompting discussions about potential implications for monetary policy. For more details, visit CNBC.

⚠️🇨🇳🇮🇷 A report from the Wall Street Journal reveals that China is supplying Iran with electronic components essential for the production of drones and missile guidance systems. This support significantly enhances Iran's capabilities in its ongoing conflict with the United States. For more details, visit WSJ.

🚫🛢🇸🇦 Yemeni Houthi forces have announced that they have once again targeted facilities belonging to Aramco.

🚀 The average production cost of BTC currently stands at approximately $85,000. If prices exceed this level, miners are expected to significantly reduce their sales, further easing market pressure, according to JPMorgan.

💥🇺🇸 Akamai has announced a partnership with Anthropic valued at $12 billion. This collaboration aims to enhance AI capabilities and improve cloud services. The deal signifies a major investment in the future of artificial intelligence technology. For more information, visit Akamai and Anthropic.

🌍 The Economist reports that the era of U.S. hegemony in the Middle East is nearing its conclusion. This shift in geopolitical dynamics could reshape the region's political landscape, impacting relationships and power structures among local and international players. As the U.S. reassesses its role, the implications for regional stability and future alliances remain to be seen.

⚠️✴️ The cryptocurrency exchange Bitget may have been hacked for over $180 million, according to Arkham.

⚠️🇺🇸 US markets closed sharply lower as government bonds experienced significant declines and yields surged.

📬 Today’s Calendar - September 25, 2026

China's President Xi Jinping continues his state visit to the U.S. on day two. The 81st session of the United Nations General Assembly is ongoing in New York. China observes a trading halt for the Mid-Autumn Festival. The Bank of England's Governor Bailey speaks at 12:15 MSK. U.S. reports on Durable Goods Orders at 15:30 MSK, followed by Michigan Consumer Sentiment and consumer inflation expectations at 17:00 MSK. It’s the last day for dividends for GEMA and HEAD. A significant quarterly options expiration for BTC is set at $15 billion, concentrated around strike levels of $85,000 to $100,000.

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🌎 The current exchange rates are as follows: USDCNY is at 6.71, while USDTRUB stands at 87.9.

🌍 Kirill Dmitriev held talks in New York with Whitcoff and Kushner. The discussions focused on Russia-U.S. relations and the situation in Ukraine, according to CNN.