Analytical Snapshot — 07.09.2026 05:04

The far-right AfD's victory in the Saxony-Anhalt state election heralds a deepening of the political rift in Germany and Europe. In Ukraine, the drone war continues: attacks on Vinnytsia, Kerch, Kharkiv and Odesa; Zelensky said hostilities will go on through the winter. Inside Ukraine, a scandal: the arrest of a deputy head of a department in the Prosecutor General's Office and information attacks — a struggle among elites. Macro: oil remains above $91, the dollar is strengthening, gold is falling, VIX is low — the market is not panicking, but it is pricing in a geopolitical premium. In the world: Israel strikes Gaza and prepares an operation in Lebanon; North Korea has launched a second destroyer; the EU is strengthening its position in Greenland. Previous forecasts have largely not come true (too early); models need to be refined.