Analytical Brief — 28.08.2026 05:02

The day is marked by the continuation of massive Russian strikes on Ukraine (Kyiv, Kharkiv, Odesa, Crimea) using jet UAVs; floods from a glacial collapse in Nepal/Tibet have claimed hundreds of lives. Iran announced conditions for opening the Strait of Hormuz and denies a conspiracy against Trump's son; the war with Iran is assessed as a stalemate attrition. Trump said Putin will not attack NATO. Tech stocks rise after strong reports from Nvidia and Salesforce. Macro: low VIX (15.2), positive 10Y-2Y spread (0.47), but WTI oil jumped above $85 due to geopolitics. The West faces resource depletion (shortage of Patriot missiles in Europe). China is waiting, benefiting from crises. The system keeps forecasts for verification: all past forecasts are still EARLY, except for expected confirmation of strikes on Crimea.