A potential health crisis plagued the Irkutsk region following the death of a lab worker at the Irkutsk Anti-Plague Institute. The region's governor lifted a quarantine that has been in place since October 8 after Russia's federal health watchdog said there were no epidemic risks. #BearMarketBrief

Lee Block highlights that following Russia's attacks on Ukraine's digital infrastructure, Kyiv responded with strikes on Yandex data centers in Sasovo and Vladimir, leaving Russia in a vulnerable position, as most of its data centers are concentrated in the surrounding area. #BearMarketBrief

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) $199 billion - Russia’s 2026 military spending, 40 percent over the initial plan. Spending sharply increased after the Kremlin concluded that the rapprochement with the United States had ultimately not brought results. More below👇️

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) $199 billion - Russia’s 2026 military spending, 40 percent over the initial plan. Spending sharply increased after the Kremlin concluded that the rapprochement with the United States had ultimately not brought results. More below👇️

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) 33.4 percent - share of Russian companies that were unprofitable in January-July 2026. Loss-making sectors include metallurgy, finance, and insurance, as well as coal. More below👇️

In this week's #BearMarketBrief, @minczifra.bsky.social breaks down the US-Russia diesel deal. The deal with Russia includes three relatively small diesel transfers, and indications of US investors looking to buy LukOil international assets were expressed. ⬇️

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) 33.4 percent - share of Russian companies that were unprofitable in January-July 2026. Loss-making sectors include metallurgy, finance, and insurance, as well as coal. More below👇️

In this week's #BearMarketBrief, @minczifra.bsky.social breaks down the US-Russia diesel deal. The deal with Russia includes three relatively small diesel transfers, and indications of US investors looking to buy LukOil international assets were expressed. ⬇️

In the latest #BearMarketBrief, András Tóth-Czifra and Lee Block highlight:

- Russian diesel exports to US markets this fall and April 2027
- Russian strikes on Ukraine's digital infrastructure revealing cracks in its own
- Aging infrastructure affecting heating across major Russian cities

More in the #BearMarketBrief buff.ly/6OuEhGW

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) 1 percent of GDP - the cost, for Russia, of Ukraine’s strikes on fuel infrastructure. Putin was forced to acknowledge that the prolonged war is hurting the Russian economy.

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) 1 percent of GDP - the cost, for Russia, of Ukraine’s strikes on fuel infrastructure. Putin was forced to acknowledge that the prolonged war is hurting the Russian economy.

Check out last week's #BearMarketBrief for more details on his arrest: buff.ly/rJ6tMzg

Following reports of his torture in prison, he was recently able to get in touch with supporters, but no details of his condition are known. #BearMarketBrief buff.ly/6OuEhGW

The configuration and shallow waters of Danube River ports make them far less capable of handling Ukrainian exports than those in Greater Odesa. However, following Russian strikes, approximately 93 percent of Ukrainian grain exports travel through the Danube.

More in the latest #BearMarketBrief

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) $2.9 billion - the sales of the German food retailer Metro Group in Russia in the 2024/25 financial year. A presidential decree placed Metro’s Russian assets under temporary state management last week. More below👇️

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) $2.9 billion - the sales of the German food retailer Metro Group in Russia in the 2024/25 financial year. A presidential decree placed Metro’s Russian assets under temporary state management last week. More below👇️

In this week's #BearMarketBrief, @minczifra.bsky.social details how Russia continues to squeeze regional and federal budgets to fund the war. The government is borrowing from the National Welfare Fund, cutting spending on education and health care, and shifting weapons costs onto businesses.

In the latest #BearMarketBrief, András Tóth-Czifra and Lee Block highlight:
- Increasing cuts to civilian expenditures to focus on war spending
- Ukrainian exports shifting toward ports on the Danube River
- Russian authorities cracking down on protests against rigged elections

🧵By the Numbers: Highlights from the latest #BearMarketBrief
1) 349 - of 450, the number of United Russia deputies in the new convocation of the State Duma, up from 324 in 2021, a record and a constitutional supermajority. More below👇️