⚠️🇺🇦 Kyiv received assurances from the US that Washington does not intend to transfer weapons designated for Ukraine to any other party, said Foreign Minister Andriy Sybiha
🇷🇺 "When a special military operation is underway, fighters and their families need support, and the state must fulfill all social obligations — it is high time for the rich and very rich to prove in deed that they are Russians and patriots" — Senator Gibatdinov hopes that big business will help the state through its contributions.
⚠️🇰🇵 North Korea has tested an upgraded solid-fuel rocket engine that could be used in intercontinental missiles capable of striking the continental United States — AP
🚫🇷🇺 State Duma deputy called statements about a possible unblocking of Telegram "information noise"
Statements about a possible unblocking of the Telegram messenger are nothing more than information noise, said Alexander Yushchenko, Deputy Chairman of the State Duma Committee on Information Policy, Information Technologies and Communications.
He was commenting on a recent statement by Human Rights Council member Alexander Ionov, who said there is a high probability that Telegram's operation in Russia will be restored.
Statements about a possible unblocking of the Telegram messenger are nothing more than information noise, said Alexander Yushchenko, Deputy Chairman of the State Duma Committee on Information Policy, Information Technologies and Communications.
He was commenting on a recent statement by Human Rights Council member Alexander Ionov, who said there is a high probability that Telegram's operation in Russia will be restored.
🇮🇷🇮🇶 Iran's Supreme Leader Mojtaba Khamenei thanked Iraq for its support of Iran
⚠️🇦🇪🇮🇷 UAE Presidential Advisor Anwar Gargash called on Iran to pay compensation to Gulf states
🛢️🇷🇺 Philippine refiner Petron has started buying Russian crude and will purchase more if the Middle East conflict continues
🗓📊 KEY EVENTS THIS WEEK:
🇪🇺🇬🇧 Europe and UK switched to summer time — trading now opens at 10:00 MSK
Monday, March 30:
🇪🇺 Eurozone — Consumer Inflation Expectations (Mar) — 12:00 MSK
🇪🇺 Eurozone — Consumer Confidence (Mar) — 12:00 MSK
🇩🇪 Germany — CPI (Mar, prelim) — 15:00 MSK
🇺🇸 Fed Chair Powell speech — 17:30 MSK
Tuesday, March 31:
🇮🇳 India — no trading
🇦🇺 RBA Meeting Minutes — 03:30 MSK
🇨🇳 China — Manufacturing/Services/Composite PMI (Mar) — 04:30 MSK
🇬🇧 UK — GDP Q4 2025 — 09:00 MSK
🇪🇺 Eurozone — CPI (Mar) — 12:00 MSK
🇨🇦 Canada — GDP (Jan) — 15:30 MSK
🇺🇸 US — S&P Case-Shiller Index (Jan) — 16:00 MSK
🇺🇸 US — Chicago PMI (Mar) — 16:45 MSK
🇺🇸 US — CB Consumer Confidence (Mar) — 17:00 MSK
🇺🇸 US — JOLTS Job Openings (Feb) — 17:00 MSK
🛢️ US Oil — API Inventories — 23:30 MSK
Wednesday, April 1:
🇦🇺 Australia — Manufacturing PMI (Mar) — 01:00 MSK
🇯🇵 Japan — Manufacturing PMI (Mar) — 03:30 MSK
🇨🇳 China — Caixin Manufacturing PMI (Mar) — 04:45 MSK
🇷🇺 Russia — Manufacturing PMI (Mar) — 09:00 MSK
🇨🇭 Switzerland — Manufacturing PMI (Mar) — 10:30 MSK
🇩🇪 Germany — Manufacturing PMI (Mar) — 11:00 MSK
🇪🇺 Eurozone — Manufacturing PMI (Mar) — 11:00 MSK
🇬🇧 UK — Manufacturing PMI (Mar) — 11:30 MSK
🇪🇺 Eurozone — Unemployment (Feb) — 12:00 MSK
🇬🇧 Bank of England Meeting Minutes — 12:30 MSK
🇺🇸 US — ADP Nonfarm Employment (Mar) — 15:15 MSK
🇺🇸 US — Retail Sales (Feb) — 15:30 MSK
🇷🇺 Russia — CBR Meeting Minutes — 16:00 MSK
🇧🇷 Brazil — Manufacturing PMI (Mar) — 16:00 MSK
🇨🇦 Canada — Manufacturing PMI (Mar) — 16:30 MSK
🇺🇸 US — S&P Manufacturing PMI (Mar) — 16:45 MSK
🇺🇸 US — ISM Manufacturing PMI (Mar) — 17:00 MSK
🛢️ US Oil — EIA Inventories — 17:30 MSK
🇷🇺 Russia — CPI — 19:00 MSK
Thursday, April 2:
🇨🇭 Switzerland — CPI (Mar) — 09:30 MSK
🇺🇸 US — Initial Jobless Claims — 15:30 MSK
🇺🇸 US — Trade Balance (Feb) — 15:30 MSK
🛢️ US Natgas — EIA Inventories — 17:30 MSK
Friday, April 3:
⛔️ US, UK, Canada, Hong Kong and many other markets — no trading — Good Friday
🇯🇵 Japan — Services/Composite PMI (Mar) — 03:30 MSK
🇨🇳 China — Caixin Services/Composite PMI (Mar) — 04:45 MSK
🇷🇺 Russia — Services/Composite PMI (Mar) — 09:00 MSK
🇹🇷 Turkey — CPI (Mar) — 10:00 MSK
🇺🇸 US — Nonfarm Payrolls (Mar) — 15:30 MSK
🇺🇸 US — Unemployment (Mar) — 15:30 MSK
🇺🇸 US — S&P Services/Composite PMI (Mar) — 16:45 MSK
Saturday, April 4:
—————
Sunday, April 5:
🛢️ OPEC Joint Ministerial Monitoring Committee (JMMC) meeting
🇪🇺🇬🇧 Europe and UK switched to summer time — trading now opens at 10:00 MSK
Monday, March 30:
🇪🇺 Eurozone — Consumer Inflation Expectations (Mar) — 12:00 MSK
🇪🇺 Eurozone — Consumer Confidence (Mar) — 12:00 MSK
🇩🇪 Germany — CPI (Mar, prelim) — 15:00 MSK
🇺🇸 Fed Chair Powell speech — 17:30 MSK
Tuesday, March 31:
🇮🇳 India — no trading
🇦🇺 RBA Meeting Minutes — 03:30 MSK
🇨🇳 China — Manufacturing/Services/Composite PMI (Mar) — 04:30 MSK
🇬🇧 UK — GDP Q4 2025 — 09:00 MSK
🇪🇺 Eurozone — CPI (Mar) — 12:00 MSK
🇨🇦 Canada — GDP (Jan) — 15:30 MSK
🇺🇸 US — S&P Case-Shiller Index (Jan) — 16:00 MSK
🇺🇸 US — Chicago PMI (Mar) — 16:45 MSK
🇺🇸 US — CB Consumer Confidence (Mar) — 17:00 MSK
🇺🇸 US — JOLTS Job Openings (Feb) — 17:00 MSK
🛢️ US Oil — API Inventories — 23:30 MSK
Wednesday, April 1:
🇦🇺 Australia — Manufacturing PMI (Mar) — 01:00 MSK
🇯🇵 Japan — Manufacturing PMI (Mar) — 03:30 MSK
🇨🇳 China — Caixin Manufacturing PMI (Mar) — 04:45 MSK
🇷🇺 Russia — Manufacturing PMI (Mar) — 09:00 MSK
🇨🇭 Switzerland — Manufacturing PMI (Mar) — 10:30 MSK
🇩🇪 Germany — Manufacturing PMI (Mar) — 11:00 MSK
🇪🇺 Eurozone — Manufacturing PMI (Mar) — 11:00 MSK
🇬🇧 UK — Manufacturing PMI (Mar) — 11:30 MSK
🇪🇺 Eurozone — Unemployment (Feb) — 12:00 MSK
🇬🇧 Bank of England Meeting Minutes — 12:30 MSK
🇺🇸 US — ADP Nonfarm Employment (Mar) — 15:15 MSK
🇺🇸 US — Retail Sales (Feb) — 15:30 MSK
🇷🇺 Russia — CBR Meeting Minutes — 16:00 MSK
🇧🇷 Brazil — Manufacturing PMI (Mar) — 16:00 MSK
🇨🇦 Canada — Manufacturing PMI (Mar) — 16:30 MSK
🇺🇸 US — S&P Manufacturing PMI (Mar) — 16:45 MSK
🇺🇸 US — ISM Manufacturing PMI (Mar) — 17:00 MSK
🛢️ US Oil — EIA Inventories — 17:30 MSK
🇷🇺 Russia — CPI — 19:00 MSK
Thursday, April 2:
🇨🇭 Switzerland — CPI (Mar) — 09:30 MSK
🇺🇸 US — Initial Jobless Claims — 15:30 MSK
🇺🇸 US — Trade Balance (Feb) — 15:30 MSK
🛢️ US Natgas — EIA Inventories — 17:30 MSK
Friday, April 3:
⛔️ US, UK, Canada, Hong Kong and many other markets — no trading — Good Friday
🇯🇵 Japan — Services/Composite PMI (Mar) — 03:30 MSK
🇨🇳 China — Caixin Services/Composite PMI (Mar) — 04:45 MSK
🇷🇺 Russia — Services/Composite PMI (Mar) — 09:00 MSK
🇹🇷 Turkey — CPI (Mar) — 10:00 MSK
🇺🇸 US — Nonfarm Payrolls (Mar) — 15:30 MSK
🇺🇸 US — Unemployment (Mar) — 15:30 MSK
🇺🇸 US — S&P Services/Composite PMI (Mar) — 16:45 MSK
Saturday, April 4:
—————
Sunday, April 5:
🛢️ OPEC Joint Ministerial Monitoring Committee (JMMC) meeting
🇮🇷 Iran is hiding its missile arsenal in underground bunkers that even the most powerful American bombs cannot destroy. — Bild
✴️🇺🇸 Trump: A lot of people now want to pay with cryptocurrency, and the US must be at the forefront of this process.
⚠️🇮🇷 Foreign ministers of Pakistan, Saudi Arabia, Egypt, and Turkey are meeting today in Islamabad to discuss de-escalation of the Iranian conflict.
Meanwhile, Iran has announced the recruitment of volunteers to repel a US ground operation, which most experts assess as now inevitable, while the IRGC has promised new strikes on "high-value" US targets.
Meanwhile, Iran has announced the recruitment of volunteers to repel a US ground operation, which most experts assess as now inevitable, while the IRGC has promised new strikes on "high-value" US targets.
❗️🛢️ Saudi Arabia, Turkey and Egypt may form a consortium to manage oil flows through the Strait of Hormuz and have approached Pakistan about joining. The proposal has been discussed with the US and Iran. — RTRS
🇷🇺🚗 Russia's Ministry of Industry and Trade expanded the list of vehicles subject to the luxury tax, adding 18 models. The registry now includes 573 models.
In 2025, Russia sold 695 new premium-segment vehicles (+22% YoY). Rolls-Royce led the segment, with sales growing 1.5x.
In 2025, Russia sold 695 new premium-segment vehicles (+22% YoY). Rolls-Royce led the segment, with sales growing 1.5x.
⚠️🛢️🇷🇺 Russia's Baltic port Ust-Luga, one of the largest oil export hubs, was struck again by Ukrainian drones on Sunday. Oil loading at Ust-Luga has been suspended since Wednesday following significant damage. The port of Primorsk was also hit. Primorsk and Ust-Luga together accounted for around 45%, or 1.72 million barrels per day, of Russia's seaborne oil exports. Damage to both ports threatens to offset potential growth in Russia's oil export revenues at elevated prices. — BBG
🛢️📉 Backwardation in oil futures continues to widen — markets expect a near-term rally in oil prices followed by a decline over the longer-term horizon.
🛢️🇺🇸 Average US gasoline price has risen by $1/gallon since the start of the conflict with Iran — over the past month, average Regular grade gasoline rose from $3.106 to $4.138 per gallon — AAA
🚫🛢️ The energy crisis caused by the closure of the Strait of Hormuz is approaching the one-month mark. The US is beginning to seriously consider scenarios where oil prices rise to $200 — BBG
The strait's closure has cut global oil supplies by approximately 11 million barrels per day. Given current demand levels, the deficit reaches 9 million barrels — more than the combined oil consumption of the UK, France, Germany, Spain, and Italy. The situation has been partially cushioned by emergency releases of strategic reserves and temporary US sanctions waivers on Russian and Iranian oil.
Particular concern surrounds the LNG market: roughly one-fifth of global supplies pass through the Strait of Hormuz. Unlike oil, there are virtually no alternative gas delivery routes, and strategic reserves are insufficient to offset the shortfall. Furthermore, part of the world's largest LNG production facility has sustained damage from missile strikes — repairs are estimated by QatarEnergy to take up to 5 years.
The strait's closure has cut global oil supplies by approximately 11 million barrels per day. Given current demand levels, the deficit reaches 9 million barrels — more than the combined oil consumption of the UK, France, Germany, Spain, and Italy. The situation has been partially cushioned by emergency releases of strategic reserves and temporary US sanctions waivers on Russian and Iranian oil.
Particular concern surrounds the LNG market: roughly one-fifth of global supplies pass through the Strait of Hormuz. Unlike oil, there are virtually no alternative gas delivery routes, and strategic reserves are insufficient to offset the shortfall. Furthermore, part of the world's largest LNG production facility has sustained damage from missile strikes — repairs are estimated by QatarEnergy to take up to 5 years.