Analytical Brief — 06.09.2026 05:03

06.09.2026 02:00 UTC. During the night T3 signals: 10 Shaheds heading for Odesa, KABs against Izyum/Kharkiv, uneasy in Kerch; no T1/T2 confirmations yet. Germany handed over aid to Kyiv region rescuers. Foreign Policy notes a shift: Falklands, Somaliland, Iran-China, Venezuela. Former MI6 chief admits the possibility of Russia-Ukraine talks by 2027. Macro: WTI ~$91.5, DXY 118.75, VIX 14.32, 10Y-2Y spread +0.41 — the market does not expect a recession, but retains an inflation premium. Inside Ukraine: NABU/PGO conflict. Weathervane: strength at the front, time in negotiations.