Analytical Snapshot — 17.09.2026 14:10

17.09.2026: Russia’s MiG-31K took off, followed by the cancellation of air raid alerts in Kharkiv and Odesa. WTI oil at $107/barrel amid a 10Y-2Y inversion of 0.27 pp and a Fed rate of 3.63%. T1 notes China’s pressure on Iran regarding the Houthis and US concerns over Taiwan. No confirmed mass strikes on Ukraine’s energy infrastructure. Markets broadly negative, VIX at 17.2. The power contour remains dominated by the US and China, with Russia demonstrating limited escalation.