⬆️🛢️🇷🇺 Prices for Russian oil are surging. Strong demand from China is observed — BBG
✴️🇺🇸 Coinbase sees stablecoin payments as a key revenue growth driver. CEO Brian Armstrong expects the market to grow 10x by 2030.
📈🇹🇼 TSMC — Sales (Aug) +53% YoY
Driver remains the same — sustained demand for AI chips
Driver remains the same — sustained demand for AI chips
⚠️🇮🇷 Trump administration officials are not ruling out that a military operation against Iran could last through the end of Trump's presidency — WSJ
📊🌎 Global coal demand in 2026 is forecast to grow 1.2%, to 8.94 billion tonnes — IEA
✴️ The Fear & Greed index in crypto has entered the "extreme greed" zone
Many are expecting a correction — monitoring
Many are expecting a correction — monitoring
🔥🛢️ Houthis have seized the strategically important port of Mokha on Yemen's western coast and are close to controlling the entire Yemeni coastline of the Red Sea, according to Middle Eastern media.
🇨🇳 Xi Jinping will attend the BRICS summit in India on September 12–13 — Chinese Foreign Ministry
⬆️✴️ Kraken's valuation rose to $21 billion in its latest funding round, with Nasdaq among the investors — BBG
Previously reported that Kraken postponed its IPO until at least Q2 2027
Previously reported that Kraken postponed its IPO until at least Q2 2027
⚠️🇷🇺📉 PIK — Delisting
With PIK's departure from the exchange, the stock market will lose an important benchmark. "PIK served for many years as a kind of indicator of the entire housing market's health — analysts and investors used its reporting to track sales dynamics, prices, and delivery volumes. With PIK's exit, assessing the state of the construction sector as a whole will become more difficult. The departure of the largest developer may reduce the appeal of Russian developers for long-term investment. Other developers could follow PIK's lead." — analysts
With PIK's departure from the exchange, the stock market will lose an important benchmark. "PIK served for many years as a kind of indicator of the entire housing market's health — analysts and investors used its reporting to track sales dynamics, prices, and delivery volumes. With PIK's exit, assessing the state of the construction sector as a whole will become more difficult. The departure of the largest developer may reduce the appeal of Russian developers for long-term investment. Other developers could follow PIK's lead." — analysts
🔥🛢️🇮🇷 Iran has ordered a temporary suspension of the 10% levy on foreign vessels transporting energy cargo to or from Iran — Fars News
⚠️🇷🇺 RUSSIAN BUSINESS PRICE EXPECTATIONS RISE FOR THIRD CONSECUTIVE MONTH IN SEPTEMBER — CBR SURVEY
❗️🛢️ OPEC Monthly Oil Market Report:
OPEC LOWERED ITS 2026 GLOBAL OIL DEMAND GROWTH FORECAST TO 380,000 BPD FROM A PREVIOUS ESTIMATE OF 580,000 BPD.
OPEC RAISED ITS 2027 GLOBAL OIL DEMAND GROWTH FORECAST TO 2.36 MILLION BPD FROM A PREVIOUS ESTIMATE OF 2.16 MILLION BPD.
OPEC+ COUNTRIES INCREASED OIL OUTPUT BY 629,000 BPD IN AUGUST.
RUSSIA CUT OIL OUTPUT BY 160,000 BPD IN AUGUST, TO 8.718 MILLION BPD.
OPEC LOWERED ITS 2026 GLOBAL OIL DEMAND GROWTH FORECAST TO 380,000 BPD FROM A PREVIOUS ESTIMATE OF 580,000 BPD.
OPEC RAISED ITS 2027 GLOBAL OIL DEMAND GROWTH FORECAST TO 2.36 MILLION BPD FROM A PREVIOUS ESTIMATE OF 2.16 MILLION BPD.
OPEC+ COUNTRIES INCREASED OIL OUTPUT BY 629,000 BPD IN AUGUST.
RUSSIA CUT OIL OUTPUT BY 160,000 BPD IN AUGUST, TO 8.718 MILLION BPD.