Analytical Snapshot — 23.09.2026 14:13

The day was marked by an escalation in military pressure on Ukraine: air raid alerts and strikes in Kyiv, Kharkiv, and Odesa; infrastructure hits (Shayba market, railway station). On the international stage, the UN General Assembly: Trump threatens to 'annihilate' Iran, a summit with Xi is underway, and the Netherlands demands protection for the ICC from US sanctions. WTI oil is above $100 but correcting; the 10Y-2Y spread is positive (0.25 pp), 10-year yields ~5%, VIX is low. Markets are mixed: Nasdaq rises, Dow falls. The information environment is saturated with analysis on geopolitical fractures, space, and AI. The main vector is intensifying confrontation, with no diplomatic breakthroughs.