Political analytics and forecasts
What's Setting the Agenda Today Rosstat reported late last night the first weekly deflation since August: prices fell by 0.04% from October 27 to November 2, and annual inflation slowed to 6.95%. According to Interfax, the data was...
Political analytics and forecasts
What's Shaping the Agenda Today A day later, the market staged a “peace rally”: U.S. indices plummeted by 3.4–5.5%, Brent crude returned to $100, and the Russian market is rising against this backdrop. According to Interfax, Friday’s...
Political analytics and forecasts
What's Shaping the Agenda Today The Russian market was the first to react to the U.S. election: indices down 0.9%, oil stocks down as much as 3.9%, and oil continues to fall after an 8% plunge. According to Interfax, Thursday’s morning...
Political analytics and forecasts
What's Shaping the Agenda Today The Democrats took control of both chambers of Congress; Trump acknowledged the result and cited the reasons: gas prices and the war in Iran. According to Bloomberg, the Democrats gained control of the...
Political analytics and forecasts
What's Shaping the Agenda Today Saudi Aramco produced 17% less but earned 35% more, while the IEA wrote off 150 billion cubic meters of gas through 2030. According to Interfax, Saudi Aramco’s net profit for the third quarter totaled 135.94...
Political analytics and forecasts
What's Shaping the Agenda Today Oil prices fell 6% on hopes for peace, while two tankers are on fire in the Strait of Hormuz. According to Interfax, as of 5:36 p.m. Moscow time, January Brent futures on ICE were down $7.1 (6.26%) to...
Political analytics and forecasts
What's Setting the Agenda Today Russia struck two dry cargo ships carrying supplies for the Ukrainian Armed Forces near Odessa over the past 24 hours. According to Interfax, citing the Russian Ministry of Defense, drones struck a vessel 69...
Political analytics and forecasts
What's Setting the Agenda Today The U.S. has warned its allies in the Persian Gulf of a possible series of strikes against Iran on November 4. According to Interfax, citing the American television channel MS NOW, the Trump administration...
Political analytics and forecasts
What's on the agenda today Binance reported a theft of $6.3 billion: the largest hack in the history of the crypto industry. According to Bloomberg and DW, the world’s largest crypto exchange acknowledged a cyberattack, the damage from...
Political analytics and forecasts
What's Setting the Agenda Today The State Duma passed the first reading of a budget-related bill on tax changes for the next three years. According to TASS, the financial and economic justification indicates that simply adjusting the state...
Political analytics and forecasts
What's Setting the Agenda Today The Bank of Russia has closed a loophole involving “perpetual” auto loans: Starting in the first quarter of 2027, the issuance of targeted auto loans with terms exceeding 7 years will be limited to 20% of...
Political analytics and forecasts
What's Setting the Agenda Today Israel is seeing record voter turnout: by 10:00 a.m., turnout for the Knesset elections stood at 16.7%, the highest since 1981; by midday, 3.29 million people had cast their ballots. According to data from...
Political analytics and forecasts
What's Setting the Agenda Today Rystad Energy: Global LNG importers will pay at least $39 billion more this year and receive 60.7 million metric tons less gas. According to the analytics firm, the conflict in the Middle East has disrupted...
Political analytics and forecasts
What's Setting the Agenda Today Putin: Russia’s external debt-to-GDP ratio stands at 2.6%, and the national debt totals 17.5%. The president cited these figures on Sunday, and TASS featured them in its headline of the day. This should be...
Political analytics and forecasts
What's Setting the Agenda Today Wall Street acknowledges: the main risk to the Fed’s interest rate decisions is now oil, not AI. Jonathan Golub, chief equity strategist at Seaport Research Partners, said on Bloomberg This Weekend that a...
Political analytics and forecasts
What's Shaping the Agenda Today The Bank of Russia kept its key rate at 14% and raised its annual inflation forecast to 7.1–7.6%. The decision was in line with the consensus, but the tone of the statement was harsher than expected....
Political analytics and forecasts
What's on the Agenda Today The Bank of Russia revoked the license of the non-bank credit organization “Tydon” from Kemerovo: ranked 355th in terms of assets and completely insolvent. By Order No. OD-1864 dated October 22, the regulator...
Political analytics and forecasts
What's Setting the Agenda Today Putin and Whitcoff confirmed in Moscow that the diesel deal with the U.S. has entered the implementation phase. According to Presidential Aide Yuri Ushakov, during Wednesday’s talks, the parties separately...
Political analytics and forecasts
What’s Setting the Agenda Today "System Operator" forecasts a 2.9% increase in energy consumption in 2027, but has itself cut its long-term plan by nearly 60 billion kWh. Fyodor Opadchiy, head of the “System Operator,” presented a forecast...
Political analytics and forecasts
What's Shaping the Agenda Today Trump has suspended sanctions against Russia in exchange for cheap diesel and is putting pressure on Kyiv. On Friday, the U.S. president notified Congress that he was putting sanctions under the “Graham Act”...
