Market Influencers 11/04/2026: The consortium of American billionaire Todd Bowley is preparing a cashless exchange of frozen Lukoil shares for the company's foreign assets at a 70% discount. The deal, in which the securities will be placed in an escrow account without direct transfer to the Russian company, may be completed in the coming weeks, Reuters reports. In tripartite negotiations in Abu Dhabi, security guarantees for the Russian Federation and Ukraine will be discussed, said the press secretary of the President of Russia Dmitry Peskov. Personal communication between Vladimir Putin and Donald Trump may take place at the APEC summit, and a personal meeting between the Russian leader Xi Jinping has also been confirmed. A draft memorandum of understanding with Iran, which includes mutual concessions on the nuclear program and asset freezes, Al Jazeera reports. At the same time, the Iranian publication the Iranian Broadcasting Authority, citing the negotiating group, reports that final agreements have not yet been reached between the countries. New Jersey Governor Mickey Sherrill called on the port operators not to accept tankers with Russian diesel, and threatened to enforce the federal law. According to Bloomberg, at the moment one tanker with fuel may be headed for the US coast. In the first nine months of 2026, 5,400 companies were declared bankrupt in Russia, which is 13.3% more than the same period last year. According to Interfax, the number of monitoring procedures initiated by the courts before bankruptcy also increased by 23.6% in October 2026, the share of basic mortgage programs with market rates exceeded 50% for the first time in two years and amounted to 53.1%, reports Sberbank. Issuances on family mortgages fell 4.4 times compared to September, and fell to 68.4 billion rubles.

Market Influencers 11/04/2026: The consortium of American billionaire Todd Bowley is preparing a cashless exchange of frozen Lukoil shares for the company's foreign assets at a 70% discount. The deal, in which the securities will be placed in an escrow account without direct transfer to the Russian company, may be completed in the coming weeks, Reuters reports. In tripartite negotiations in Abu Dhabi, security guarantees for the Russian Federation and Ukraine will be discussed, said the press secretary of the President of Russia Dmitry Peskov. Personal communication between Vladimir Putin and Donald Trump may take place at the APEC summit, and a personal meeting between the Russian leader Xi Jinping has also been confirmed. A draft memorandum of understanding with Iran, which includes mutual concessions on the nuclear program and asset freezes, Al Jazeera reports. At the same time, the Iranian publication the Iranian Broadcasting Authority, citing the negotiating group, reports that final agreements have not yet been reached between the countries. New Jersey Governor Mickey Sherrill called on the port operators not to accept tankers with Russian diesel, and threatened to enforce the federal law. According to Bloomberg, at the moment one tanker with fuel may be headed for the US coast. In the first nine months of 2026, 5,400 companies were declared bankrupt in Russia, which is 13.3% more than the same period last year. According to Interfax, the number of monitoring procedures initiated by the courts before bankruptcy also increased by 23.6% in October 2026, the share of basic mortgage programs with market rates exceeded 50% for the first time in two years and amounted to 53.1%, reports Sberbank. Issuances on family mortgages fell 4.4 times compared to September, and fell to 68.4 billion rubles.