– С декабря стоимость доставки товаров из Азии в Северную Европу выросла на 173% (+$4000 за контейнер) – За 10 дней до 2 января количество транзитов через Суэцкий канал сократилось на 28% г/г (3.1% мировой торговли)
Хороший импульс для второй инфляционной волны накануне американских выборов. #Инфляция в цепочках поставок станет серьезной проблемой для ФРС месяцев через 6, если динамика не изменится.
– С декабря стоимость доставки товаров из Азии в Северную Европу выросла на 173% (+$4000 за контейнер) – За 10 дней до 2 января количество транзитов через Суэцкий канал сократилось на 28% г/г (3.1% мировой торговли)
Хороший импульс для второй инфляционной волны накануне американских выборов. #Инфляция в цепочках поставок станет серьезной проблемой для ФРС месяцев через 6, если динамика не изменится.
The last couple days have exemplified that uncertainty. On Thursday, news emerged that talks in Turkey between the Russia and Ukraine yielded no positive result. But on Friday, Reuters reported that Russian President Vladimir Putin said there had been some “positive shifts” in talks between the two sides. Channels are not fully encrypted, end-to-end. All communications on a Telegram channel can be seen by anyone on the channel and are also visible to Telegram. Telegram may be asked by a government to hand over the communications from a channel. Telegram has a history of standing up to Russian government requests for data, but how comfortable you are relying on that history to predict future behavior is up to you. Because Telegram has this data, it may also be stolen by hackers or leaked by an internal employee. The Russian invasion of Ukraine has been a driving force in markets for the past few weeks. Either way, Durov says that he withdrew his resignation but that he was ousted from his company anyway. Subsequently, control of the company was reportedly handed to oligarchs Alisher Usmanov and Igor Sechin, both allegedly close associates of Russian leader Vladimir Putin. Artem Kliuchnikov and his family fled Ukraine just days before the Russian invasion.
from ca
