⚖️Меры базовой инфляции не выросли с прошлой недели:
i) медианная инфляция снизилась до 0.06% с 0.09% с.к. ранее
ii) инфляция без плодоовощей и авиаперелетов – до 0.13% с 0.31% с.к, если исключить еще и авто, то она осталась на уровне 0.14% с.к.
iii) доля товаров, индексы цен с с.к. на которые растут, осталась на уровне 78%, а доля товаров, индексы цен на которые растут быстрее целевых 4%, снизилась до 48% с 59%
🛢Отрицательный вклад индексов цен на бензин и дизель не превышает 0.01пп
🥚Из продовольствия выделяются индексы цен на яйца (более +3% с.к.), но правительство уже взялось за рост цен в этой категории
🎯Наша точечная оценка на ноябрь – +1.1% м/м | +7.5% г/г | ~11% SAAR
* с.к. = с коррекцией на сезонность и количество дней
⚖️Меры базовой инфляции не выросли с прошлой недели:
i) медианная инфляция снизилась до 0.06% с 0.09% с.к. ранее
ii) инфляция без плодоовощей и авиаперелетов – до 0.13% с 0.31% с.к, если исключить еще и авто, то она осталась на уровне 0.14% с.к.
iii) доля товаров, индексы цен с с.к. на которые растут, осталась на уровне 78%, а доля товаров, индексы цен на которые растут быстрее целевых 4%, снизилась до 48% с 59%
🛢Отрицательный вклад индексов цен на бензин и дизель не превышает 0.01пп
🥚Из продовольствия выделяются индексы цен на яйца (более +3% с.к.), но правительство уже взялось за рост цен в этой категории
🎯Наша точечная оценка на ноябрь – +1.1% м/м | +7.5% г/г | ~11% SAAR
* с.к. = с коррекцией на сезонность и количество дней
Telegram has become more interventionist over time, and has steadily increased its efforts to shut down these accounts. But this has also meant that the company has also engaged with lawmakers more generally, although it maintains that it doesn’t do so willingly. For instance, in September 2021, Telegram reportedly blocked a chat bot in support of (Putin critic) Alexei Navalny during Russia’s most recent parliamentary elections. Pavel Durov was quoted at the time saying that the company was obliged to follow a “legitimate” law of the land. He added that as Apple and Google both follow the law, to violate it would give both platforms a reason to boot the messenger from its stores. And while money initially moved into stocks in the morning, capital moved out of safe-haven assets. The price of the 10-year Treasury note fell Friday, sending its yield up to 2% from a March closing low of 1.73%. The original Telegram channel has expanded into a web of accounts for different locations, including specific pages made for individual Russian cities. There's also an English-language website, which states it is owned by the people who run the Telegram channels. That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. The company maintains that it cannot act against individual or group chats, which are “private amongst their participants,” but it will respond to requests in relation to sticker sets, channels and bots which are publicly available. During the invasion of Ukraine, Pavel Durov has wrestled with this issue a lot more prominently than he has before. Channels like Donbass Insider and Bellum Acta, as reported by Foreign Policy, started pumping out pro-Russian propaganda as the invasion began. So much so that the Ukrainian National Security and Defense Council issued a statement labeling which accounts are Russian-backed. Ukrainian officials, in potential violation of the Geneva Convention, have shared imagery of dead and captured Russian soldiers on the platform.
from br
