🔥🇮🇷 IRAN IS READY FOR A MORE INTENSE WAR WITH THE US IF NECESSARY

IRAN VIEWS THIS WAR AS EXISTENTIAL; IT HAS NO CHOICE BUT TO FIGHT

— Official Statement

🛢️ Global oil inventories fell by 400 million barrels in 2026 and will continue declining through year-end — US Energy Department

🔥🇺🇦🇺🇸 INVITATION TO US WAS RECEIVED IN GENERAL TERMS DURING RATCLIFFE'S VISIT TO MOSCOW — NARYSHKIN TO INTERFAX

NARYSHKIN DID NOT RULE OUT A RECIPROCAL VISIT TO THE US

NARYSHKIN ON A POSSIBLE NEW MEETING WITH CIA DIRECTOR RATCLIFFE: WE WILL COME TO AN AGREEMENT

🇷🇺📊 Analysts expect Russia's central bank rate to be held at 14% on Friday, with a chance of a 0.25% cut — ИФ poll

✴️ BTC faces a very strong resistance zone around $84,000–85,000, where large volumes were previously traded — Glassnode

🔥🇷🇺💱 THE CUTOFF PRICE IN THE BUDGET RULE IS BEING CONSIDERED AT $50 PER BARREL — SILUANOV

THE DRAFT RUSSIAN FEDERAL BUDGET FOR 2027–2029 WILL BE REVIEWED BY THE CABINET IN THE LAST DECADE OF SEPTEMBER — SILUANOV, TASS

✴️ Crypto wallet MetaMask is being prepared for an IPO.

Consensys (developer of Ethereum and MetaMask) has spun it off into a separate company under the same "MetaMask" brand.

🛢️🇺🇸 Trump on gasoline prices: the decline will take a little more time

🔥🛢️🇪🇺🇷🇺 EU plan to abandon Russian energy is stalling as EU countries may enter this winter with very low gas reserves — RTRS

📈 Global agricultural commodity prices in August posted their largest increase since 2012.

🇷🇺📊 Russia's federal budget surplus in August was the largest in a year, with dividends making a major contribution — BBG

✴️ PumpFun will allow launching tokens linked to tokenized stocks

🇷🇺 Kanye West may perform in Moscow — Izvestia sources

💱🇯🇵❗️ Shorts in the yen still remain near record levels — BBG/exchange data

❗️🛢️ Oil — API Inventories:

CRUDE = -0.3M (exp. -1.3M / prev. -2.6M)

🔥🇺🇦🇺🇸 Zelensky expects a meeting with Trump in the latter half of September

Witkoff and Kushner will visit Ukraine again, Zelensky said

— La Stampa

🗓 TODAY'S CALENDAR — 2026.09.10

🇩🇪 Germany — CPI consumer inflation (Aug) — 09:00 MSK
🛢️ OPEC monthly oil market report — 14:00 MSK
🇹🇷 Turkey — Central Bank rate decision — 14:00 MSK
🇪🇺 EU — ECB rate decision — 15:15 MSK
🇺🇸 US — PPI producer inflation (Aug) — 15:30 MSK
🇺🇸 US — Initial Jobless Claims — 15:30 MSK
🇪🇺 EU — ECB press conference — 15:45 MSK
🇺🇸 US — Existing Home Sales (Aug) — 17:00 MSK
🛢️ US natgas — EIA storage report — 17:30 MSK
🛢️ US crude — EIA storage report — 19:00 MSK

🇷🇺 EGM on dividends: $DIAS

Notable earnings:
🇺🇸 $M Macy's — 13:55 MSK
🇺🇸 $ORCL Oracle — 23:05 MSK
🇺🇸 $ADBE Adobe — 23:05 MSK

💱📊 USDCNY = 6.70
USDTRUB = 87.8

🇺🇸 Trump at a party convention promised $5,000 to every adult American if Republicans win Congress in the midterm elections

💱🇯🇵 Yen is strong. Short volume remains at historically high levels.

🇺🇸 Republicans have begun discussing the party's direction after Trump's presidential term ends in 2029. If results in the November 3 midterm congressional elections are weak, discussions about a successor could become public. — RTRS

The leading contenders named are Vance and Rubio.