Я, кстати, закрыл позицию по #TWT в +500% (sic!)прямо перед данными по инфляции США и, как оказалось, не зря.
Вообще ситуация на рынке интересная. Ручаться, что мы глобально развернулись — рано, но благодаря 7,1% риторика #ФРС без сомнений сменится с ястребиной на более мягкую.
Рекомендую перечитать пост про шторм, инсайдеров, панику и ваши чувства, чтобы дополнить картину недостающими паззлами.
Я, кстати, закрыл позицию по #TWT в +500% (sic!)прямо перед данными по инфляции США и, как оказалось, не зря.
Вообще ситуация на рынке интересная. Ручаться, что мы глобально развернулись — рано, но благодаря 7,1% риторика #ФРС без сомнений сменится с ястребиной на более мягкую.
Рекомендую перечитать пост про шторм, инсайдеров, панику и ваши чувства, чтобы дополнить картину недостающими паззлами.
"The inflation fire was already hot and now with war-driven inflation added to the mix, it will grow even hotter, setting off a scramble by the world’s central banks to pull back their stimulus earlier than expected," Chris Rupkey, chief economist at FWDBONDS, wrote in an email. "A spike in inflation rates has preceded economic recessions historically and this time prices have soared to levels that once again pose a threat to growth." And indeed, volatility has been a hallmark of the market environment so far in 2022, with the S&P 500 still down more than 10% for the year-to-date after first sliding into a correction last month. The CBOE Volatility Index, or VIX, has held at a lofty level of more than 30. Soloviev also promoted the channel in a post he shared on his own Telegram, which has 580,000 followers. The post recommended his viewers subscribe to "War on Fakes" in a time of fake news. Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. Apparently upbeat developments in Russia's discussions with Ukraine helped at least temporarily send investors back into risk assets. Russian President Vladimir Putin said during a meeting with his Belarusian counterpart Alexander Lukashenko that there were "certain positive developments" occurring in the talks with Ukraine, according to a transcript of their meeting. Putin added that discussions were happening "almost on a daily basis."
from br
