Political analytics and forecasts Partly open
Evening Political Roundup: October 8, 2026
The Bank of Russia caught a group of affiliated companies and their owners manipulating Sibur and Rostelecom bonds and froze their trading accounts. Through the DFC, the U.S. could acquire a 15% stake in a structure designed to buy out Lukoil’s foreign assets without making an initial investment. Iraq devalued the dinar by 15% due to the crisis in the Strait of Hormuz. The regulator is cracking down on schemes, while foreign assets are being divided up without the owner’s involvement. We break down what this means for the markets and for Russia.
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- the full set of indicators and market factors;
- an interpretation of the current picture;
- conclusions and the signals that follow.
