Nízke zásoby plynu, ropa rastie, výnosy dlhopisov stúpajú

SVET

• EU faces historically low gas reserves before winter. EU gas storage is at a historic low for this time of year. Tension around the Strait of Hormuz keeps oil and gas prices high ahead of the 2026/2027 heating season.
• Fed, Bank of England, and Bank of Japan decide on rates amid oil shock. US, UK, and Japanese central banks decide on interest rates after oil prices exceeded $100 per barrel following escalating conflict. New Fed Chair Kevin Warsh faces pressure to cut rates, while US inflation is expected to rise.
• Drone attack disables Saudi pipeline, threatens 4% oil supply disruption. A drone attack disabled the Saudi East-West pipeline. Up to 4 percent of global supplies are at risk if the route isn’t restored within days.
• Ship hit in Strait of Hormuz, Iran rejects talks with US. A ship was hit by a missile in the Strait of Hormuz, sparking a fire onboard. An Iranian official confirmed no negotiations are currently underway with the US, while oil prices fell Friday.
• Johnson rejects rapid AI regulation, cites competition with China. House Speaker Mike Johnson rejected rapid AI regulation, arguing the US would lose the tech battle with China.
• GM wants domestic sodium-ion batteries, independent of China. General Motors, with startup Peak Energy, is building a domestic sodium-ion battery supply chain. Commercial production is not expected until 2029.
• Bougainville condemned attack at Panguna mine, resumption of mining faces questions. The Autonomous Government of Bougainville condemned an arson attack at the Panguna mine, after Lloyds Metals & Energy bypassed the official selection process.

EURÓPA

• ECB raises rates again, mortgages heading towards 4 percent, says analyst. The ECB raised key rates by 0.25 percentage points in September 2026, a second time this year, due to persistent inflation. Analysts expect further gradual increases in Slovak mortgage rates.
• Fitch confirms Slovenia’s A+ rating, raises growth and deficit forecasts. Fitch Ratings affirmed Slovenia’s A+ credit rating with a stable outlook. It raised the 2026 GDP growth forecast to 3.7 percent from 2.4 percent. It also raised the fiscal deficit forecast for 2026-2028 to just under 3 percent of GDP from previously expected under 2 percent of GDP.

SLOVENSKO

• Devín to end years-long debt consolidation in April 2027. Claims of Bratislava-Devín included in the consolidation plan will become uncollectible in April 2027. Consolidation halted enforcement proceedings, but did not increase the budget.

AKCIE

• Altman rules out 2026 OpenAI IPO, Amodei calls for slower AI development. Sam Altman said OpenAI will not go public in 2026 due to safety concerns. Dario Amodei urged the industry to slow the pace of improving AI model capabilities.

NEHNUTEĽNOSTI

• Australian home prices fall, some recent buyers welcome the decline. Australian property prices are falling amid higher borrowing costs, a weak economy, and changes to the tax regime for investors. Some recent buyers are willing to accept lower valuations of their homes.

Translated from the Slovak original and checked automatically: every figure must match the source, or this version is not published.