SOF · RMUVECTOR · 2026-10-28
Analytical Brief — October 28, 2026, 03:12
Israeli elections: exit polls indicate the Netanyahu coalition has lost its majority, leaving government formation in question. Ukraine: overnight drone strikes on Kharkiv and Odesa, with signals of instability in Kerch. Diplomatic track: Tusk announces a meeting in Abu Dhabi on November 4; Putin holds calls with the leaders of Finland and Norway. Macro: WTI crude at $107.89, 10-year US Treasury yields at 5%, positive 10Y-2Y spread (0.29 basis points), VIX at 18.39. Markets are rising and gold is gaining value amid geopolitical risks. China is intensifying economic pressure on Europe and the US. The system registers high uncertainty: war and elections are the primary drivers.
Israeli elections: exit polls indicate the Netanyahu coalition has lost its majority, leaving government formation in question. Ukraine: overnight drone strikes on Kharkiv and Odesa, with signals of instability in Kerch. Diplomatic track: Tusk announces a meeting in Abu Dhabi on November 4; Putin holds calls with the leaders of Finland and Norway. Macro: WTI crude at $107.89, 10-year US Treasury yields at 5%, positive 10Y-2Y spread (0.29 basis points), VIX at 18.39. Markets are rising and gold is gaining value amid geopolitical risks. China is intensifying economic pressure on Europe and the US. The system registers high uncertainty: war and elections are the primary drivers.
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