G7 uvoľňuje ropu, výnosy dlhopisov rastú, Taliansko spomaľuje

WORLD

• The White House released lists of goods proposed for reduced tariffs between the US and China, but didn’t specify rates or a timeline. Europe faces growing pressure on public finances. Russia extended its diesel export ban for producers until the end of October.
• G7 agreed to release 100 million barrels of diesel and crude oil from emergency reserves. Brent crude fell 1.48 percent to $100.80 per barrel on October 2nd. WTI dropped 2.66 percent to $90.40 per barrel; these were intraday values.
• US bond yields rose slightly, easing pressure in Europe. After a week of global sell-offs, US 30-year bond yields increased slightly. Eurozone 10-year government bond yields fell. Investors awaited labor market data.
• Markets favor Bolsonaro, analysts warn rally is priced in. Wall Street prepares for a Lula or Flávio Bolsonaro win before the Brazilian election. Analysts say polls shifted less than prediction markets priced in, and some rally is already factored in.
• Bayer will build a $2.2 billion Ohio plant alongside tariffs on foreign drugs. Drugmakers face pressure from the Trump administration. Tariffs affect some patented drugs made abroad and are planned for generics from 2028.

EUROPE

• Italian retail sales returned to month-on-month growth after two months of decline, driven by food. Year-on-year sales volume decreased.

SLOVAKIA

• The coalition council agreed on a budget proposal with a 4.94 percent of GDP deficit without higher taxes or levies. The opposition criticizes the transaction tax remaining in place until January 2028.

GOLD

• Spot gold fell to $4,137 per ounce on October 2nd, losing over 3 percent for the week. A weak jobs report didn’t spark a rally. GDP beat expectations, and the Fed’s focus remains on inflation, according to Bill Adams.

STOCKS

• Ynon Kreiz, outgoing Mattel CEO, will become co-CEO of Skydance after the Paramount and Warner Bros. Discovery merger. Analysts praise his cost control, criticizing Mattel’s results after the Barbie movie.

CRYPTO

• Chainalysis used AI to accelerate tracking of the $387 million Bitget hack, with laundering ongoing. Chainalysis attributed the Bitget exchange hack to actors linked to North Korea. AI reduced blockchain flow tracking from hours to minutes. Attackers split funds across four networks, and laundering continues.
• The TRUMP coin team invited holders to dinner, as the token lost over 97 percent. The dinner follows an unsuccessful vote on the Clarity Act, and the token lost over 97 percent since launch.

REAL ESTATE

• Czechs hold 3.5 trillion Kč in investment apartments, the government considers higher taxes. A KPMG analysis showed Czechs hold 3.5 trillion Kč in investment apartments. The government considers higher taxes for multiple-property owners, but Kovanda expects only single-digit billion crowns revenue.

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