🇷🇺 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

⚠️🇺🇸🇮🇷 Trump stated that the US could strike Iran with a "powerful blow" if activity continues at an alleged new nuclear facility near Natanz. Trump suggested a possible strike on Mount Kirka.

❗️🛢️🇺🇸 Trump stated that the US has become more powerful than OPEC in the oil market, including through an energy deal with Venezuela.

🇨🇳🇷🇺 Zeekr sales in Russia rose 147% YoY in August — Autostat

🛢️🇪🇺 Natural gas prices in Europe have reached their highest level since 2022. A new wave of price increases in Europe began in July amid a heatwave in the region. The current rally is driven by EU countries preparing for the heating season under conditions where a rapid recovery of LNG exports from Qatar is not possible — analysts

🇷🇺🇮🇳 UAC has signed agreements to supply 105 Il-114-300 aircraft to India

UAC has concluded its first export contract for the Yak-130M

UAC hopes to sign an agreement with HAL on localizing SJ-100 production before year-end

UAC plans to establish a joint engineering center in India

— Ministry of Industry and Trade

🇷🇺📊 Over two months, the share of sellers shipping goods from their own warehouses at Wildberries nearly doubled to 97.4%, while at Ozon it rose from 63.3% to 73.1%. Previously, sellers stored inventory primarily at marketplace warehouses. — Ъ

⚠️🇷🇺 The share of pessimists among property insurers has tripled due to UAV attacks. — RBK

UAV attacks and rising insurance payouts have made insurers more pessimistic about the commercial property insurance market.