ONS data show UK Q2 GDP final rose 0.5% QoQ, revised up from a preliminary 0.4%; Q1 was 0.6%. H1 output was notably stronger than expected. Growth displayed resilience prior to recent rises in energy prices and borrowing costs. The Middle East conflict has renewed upward pressure on inflation, but consumer spending remained firm over the summer. ONS said stronger services growth leaves the economy slightly larger than previously estimated. The ONS added the outlook has deteriorated in recent wee

Tanker data show Russia’s four-week average crude exports rose to 3.71 mln bpd in the period to Sept. 27, the highest since early August. Concurrently, four-week average Urals and ESPO prices hit their highest levels in over three months amid Middle East tensions and Saudi flow cuts after a key pipeline attack. Higher volumes and firmer prices boost Russian energy revenue, but falling product exports are eroding that benefit: Moscow has raised its 2026 crude export forecast by about 150k bpd while cutting refined product export guidance by roughly 500k bpd. Ukrainian drone strikes forced some refinery outages, redirecting crude to export and tightening domestic fuel supplies; the government has suspended most diesel exports, a measure expected to remain in place into October.

美国总统特朗普：别提什么“假新闻”了。现在我要管它们叫“人工新闻”（Artificial News）。我喜欢这个叫法。