โ ๏ธ The Trump national security team held extensive talks on Iran and Yemen, as reported by Axios. Trump reiterated that the conflict will conclude one way or another right after the midterm elections, predicting a drop in oil prices. In Iran, there is an expectation of a resurgence in significant hostilities in November following the U.S. congressional midterm elections.
โ ๏ธ Flydubai Incident Suspected as Terror Attempt โ UAE Attorney General
A Flydubai aircraft incident is being treated as a potential terror attempt. The co-pilot involved was an Omani national with radical extremist views. Israeli leader Netanyahu suggested the possibility of an "Iranian connection" in the unfolding story.
A Flydubai aircraft incident is being treated as a potential terror attempt. The co-pilot involved was an Omani national with radical extremist views. Israeli leader Netanyahu suggested the possibility of an "Iranian connection" in the unfolding story.
๐จ๐บ๐ธ๐ท๐บ๐บ๐ฆ US-Russia negotiations regarding Ukraine have expanded to include a multi-billion dollar oil deal associated with Trump allies. The agreement is expected to benefit Middle Eastern executives linked to American negotiators Steve Witkoff and Jared Kushner. American financier Todd Boehly is advocating for the deal concerning overseas assets of Lukoil. The US administration aims to finalize this agreement with Moscow to demonstrate its commitment to revitalizing bilateral relations. -- NYT
๐ซ๐ข๏ธ๐ช๐บ Miller predicts a harsh autumn and winter for Europe due to record low gas reserves.
๐จ Russian forces will continue to carry out retaliatory strikes against Ukraine, as stated by the Russian Foreign Ministry in a warning to foreigners and diplomats. Meanwhile, Russian military actions have reportedly targeted a foreign-flagged vessel in the port of Odessa, according to Ukrainian port authorities.
๐ซ๐ข๐ธ๐ฆ A new facility of Aramco in Riyadh has been attacked. Witnesses report seeing a large column of smoke and flames rising from the site.
๐จ In Britain, train services are being canceled due to a bedbug infestation. The unexpected outbreak has prompted authorities to take immediate action, disrupting travel plans for many passengers. For more details, visit ะ ะะะขะ.
โจ October has historically been a strong month for BTC. Throughout its history, BTC has closed October in the red only three times. -- CNBC
๐จ๐ช๐บ๐ท๐บ More than 20 Finnish lawmakers have reported unauthorized entries into their restrooms, where unknown individuals leave lights on and fail to flush, according to the Neue Zรผrcher Zeitung. Journalists allege that Russian intelligence services are behind the incidents. Finland's Prime Minister termed Moscow's involvement as "quite plausible," suggesting such tactics aim to create chaos and intimidate politicians ahead of upcoming elections. The capital police are investigating the incidents.
โ ๏ธ๐ข๏ธ Ukrainian President Volodymyr Zelensky announced that Ukraine will intensify attacks on Russian oil refineries in response to strikes on its bridges. In an interview with RTRS, he emphasized the need for a robust response to the ongoing conflict. Zelensky's comments highlight the escalating tensions between Ukraine and Russia in the energy sector as the war continues to impact critical infrastructure.
๐จ๐บ๐ฆ Ukrainian President Volodymyr Zelensky announced in an interview with RTRS that the FP-9 ballistic missile, capable of reaching Moscow, will be ready by this fall. The Wall Street Journal reports that Ukraine is now among the 12 countries that can produce ballistic missiles.
โ ๏ธ๐บ๐ฆ Ukrainian President Volodymyr Zelensky has urged former President Donald Trump to block the Russian satellite communication system "Rassvet," which is said to be a counterpart to Starlink. This request highlights ongoing concerns regarding geopolitical tensions between Ukraine and Russia. For more details, visit FT.
๐ซ๐ข๐ธ๐ฆ The Houthis have confirmed that they launched an attack on an Aramco facility in Riyadh. Saudi Arabia has not yet commented on the situation.
๐๐บ๐ธ Trump has proposed to eliminate the practice of changing clocks to standard time, stating that it "discombobulates" and causes inconvenience for citizens.
๐ Key Events This Week:
Monday, October 5:
- China: No trading - National Day
- Australia: Services/Composite PMI (Sept) - 02:00 MSK
- Japan: Services/Composite PMI (Sept) - 03:30 MSK
- Russia: Services/Composite PMI (Sept) - 09:00 MSK
- Turkey: CPI (Sept) - 10:00 MSK
- Germany: Services/Composite PMI (Sept) - 10:55 MSK
- Eurozone: Services/Composite PMI (Sept) - 11:00 MSK
- UK: Services/Composite PMI (Sept) - 11:30 MSK
- Russia: Central Bank currency purchases/sales - 12:00 MSK
- Eurozone: PPI (Aug) - 13:00 MSK
- Brazil: Services/Composite PMI (Sept) - 16:00 MSK
- Canada: Services/Composite PMI (Sept) - 16:30 MSK
- USA: S&P Services/Composite PMI (Sept) - 16:45 MSK
- USA: ISM Services PMI (Sept) - 17:00 MSK
Tuesday, October 6:
- China: No trading - National Day
- India: Services/Composite PMI (Sept) - 08:00 MSK
- Japan: Central Bank Governor Ueda - 09:35 MSK
- USA: ADP Employment (week) - 15:15 MSK
- USA: Trade Balance (Aug) - 15:30 MSK
- USA: Short-term oil market forecasts - 19:00 MSK
- USA: API Oil Stocks - 23:30 MSK
Wednesday, October 7:
- China: No trading - National Day
- India: Central Bank Rate - 07:30 MSK
- Germany: Industrial Production (Aug) - 09:00 MSK
- USA: EIA Oil Stocks - 17:30 MSK
- USA: 1-Year Consumer Inflation Expectations, NY Fed (Sept) - 18:00 MSK
- Russia: CPI (week) - 19:00 MSK
- USA: FOMC Minutes - 21:00 MSK
Thursday, October 8:
- Eurozone: ECB Minutes - 14:30 MSK
- UK: Bank of England Governor Bailey - 15:15 MSK
- USA: Initial Jobless Claims - 15:30 MSK
- USA: EIA Natural Gas Stocks - 17:30 MSK
Friday, October 9:
- USA: Michigan Consumer Sentiment (Oct preliminary) - 17:00 MSK
- USA: Consumer Inflation Expectations (Oct preliminary) - 17:00 MSK
- Russia: CPI (Sept) - 19:00 MSK
- USA: WASDE Report - 19:00 MSK
Monday, October 5:
- China: No trading - National Day
- Australia: Services/Composite PMI (Sept) - 02:00 MSK
- Japan: Services/Composite PMI (Sept) - 03:30 MSK
- Russia: Services/Composite PMI (Sept) - 09:00 MSK
- Turkey: CPI (Sept) - 10:00 MSK
- Germany: Services/Composite PMI (Sept) - 10:55 MSK
- Eurozone: Services/Composite PMI (Sept) - 11:00 MSK
- UK: Services/Composite PMI (Sept) - 11:30 MSK
- Russia: Central Bank currency purchases/sales - 12:00 MSK
- Eurozone: PPI (Aug) - 13:00 MSK
- Brazil: Services/Composite PMI (Sept) - 16:00 MSK
- Canada: Services/Composite PMI (Sept) - 16:30 MSK
- USA: S&P Services/Composite PMI (Sept) - 16:45 MSK
- USA: ISM Services PMI (Sept) - 17:00 MSK
Tuesday, October 6:
- China: No trading - National Day
- India: Services/Composite PMI (Sept) - 08:00 MSK
- Japan: Central Bank Governor Ueda - 09:35 MSK
- USA: ADP Employment (week) - 15:15 MSK
- USA: Trade Balance (Aug) - 15:30 MSK
- USA: Short-term oil market forecasts - 19:00 MSK
- USA: API Oil Stocks - 23:30 MSK
Wednesday, October 7:
- China: No trading - National Day
- India: Central Bank Rate - 07:30 MSK
- Germany: Industrial Production (Aug) - 09:00 MSK
- USA: EIA Oil Stocks - 17:30 MSK
- USA: 1-Year Consumer Inflation Expectations, NY Fed (Sept) - 18:00 MSK
- Russia: CPI (week) - 19:00 MSK
- USA: FOMC Minutes - 21:00 MSK
Thursday, October 8:
- Eurozone: ECB Minutes - 14:30 MSK
- UK: Bank of England Governor Bailey - 15:15 MSK
- USA: Initial Jobless Claims - 15:30 MSK
- USA: EIA Natural Gas Stocks - 17:30 MSK
Friday, October 9:
- USA: Michigan Consumer Sentiment (Oct preliminary) - 17:00 MSK
- USA: Consumer Inflation Expectations (Oct preliminary) - 17:00 MSK
- Russia: CPI (Sept) - 19:00 MSK
- USA: WASDE Report - 19:00 MSK
๐จ Ukraine's President Zelensky announced that new negotiations involving Ukraine, Russia, and the United States may take place at the end of October. For more details, visit RBK Ukraine.
๐จ๐ข๏ธ๐ธ๐ฆ Yemeni forces supported by Saudi Arabia have launched an operation aimed at reclaiming areas controlled by the Houthi movement, according to BBG. This military initiative marks a significant escalation in the ongoing conflict in Yemen, as these forces seek to establish dominance in regions currently held by the Houthis. Further developments are anticipated as the operation unfolds.
๐ In recent developments, confidence in Ukrainian President Zelensky is faltering, with the exception of the IMOEX index. For over a week, the IMOEX has been optimistic, clinging to factors that support growth while disregarding contrary evidence. Monitoring suggests a persistent belief in favorable conditions despite widespread skepticism.