Analytical Briefing — 10.08.2026 17:11

Moldova has become a direct target of the war due to the fall of a Russian drone — Chișinău recalls its ambassador. Russia synchronously attacks Kharkiv with Shaheds and directs UAVs at the Danube export hub of Izmail. The world reacts by fleeing into gold (+2.26%) and ignoring Hormuz oil risks. Macro inversion in the US holds. Oil weakness (WTI 81.96) hits Russia's budget.