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GAZPROM expects a 2026 investment ceiling of 1.096 tln rubles.
2026-10-20
GAZPROM expects a 2026 investment ceiling of 1.096 tln rubles.
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Other News
2026-10-20
Recent market fragility stems primarily from high overall positioning and crowded internal trading. Inflows into the US tech sector over the past three months have been near multi-year highs, and the "long Nasdaq 100, short Russell 2000" strategy has
Recent market fragility stems primarily from high overall positioning and crowded internal trading. Inflows into the US tech sector over the past three months have been near multi-year highs, and the "long Nasdaq 100, short Russell 2000" strategy has once again become extreme. AI core income-themed positions remain at the 94th percentile of the 12-month cycle, and have reached the 99th percentile in the long term. The long/short ratio for semiconductors is approximately 3:1, while software is around 1:1. In contrast, utilities remain significantly underweighted by hedge funds, with positions near 10-year lows. Therefore, the market is poised for a style rotation. A reversal in tech or AI trading could lead funds to reduce overall risk exposure and rotate towards underweighted sectors. (JPMorgan Chase report, October 19)
2026-10-21
Mehr News Agency: Iranian parliament speaker Ghalibaf said the US can win Iran's trust only by implementing the seven conditions Iran set out in New York.
Mehr News Agency: Iranian parliament speaker Ghalibaf said the US can win Iran's trust only by implementing the seven conditions Iran set out in New York.
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