🔥🇷🇺💱 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.

🇷🇺📊 Europlan (LEAS) expects net profit of 7 billion rubles for the year (up 40% YoY). Europlan outpaced the auto leasing market in growth rate — interview with Kommersant

✴️₿ Spot BTC ETF outflows continue for a second consecutive day, though volumes remain small. BTC itself continues to consolidate in a narrow range. Markets are awaiting the Senate vote on the CLARITY Act bill on September 15. — мониторинг

🇷🇺 Dmitry Medvedev has once again denied rumors of mobilization

⬆️🌫 Copper prices hit a new record amid fears of US import tariffs, which triggered a record inflow of the metal into the country. The fundamental supply deficit persists: over 1 million tons of new copper is needed annually, while mine launches take 16 to 30 years. — Ъ

Shares of Nornickel ($GMKN), for which copper accounts for more than a third of revenue, rose 6.17% over the week.

⚠️🇮🇷🇺🇸 Iran says it is ready for further escalation.

Trump says the conflict will end immediately after the elections.

Many Iranian experts expect that after the US midterm elections, Washington will strike Iran with unprecedented force. — мониторинг