В промышленности влияние реэкспортных схем на статистику все меньше — производство основных металлов показало в июне рост "только" на +63,4% г/г. Месяцем ранее "рост" был почти трёхкратным.
В результате обрабатывающая промышленность показала скромные +3,1% (+11,5% в мае)
Сколько реального роста в +48% ювелирки мы теперь тоже не знаем.
В табачке продолжается двузначный рост — в июне +11%.
В пищевой промышленности продолжилось падение на -2%.
В горной добыче падение составило -10,7%. Цифры ужасные, но сильно лучше майских -16,1%.
В энергетике сохранились двузначные темпы роста +10,9%.
В промышленности влияние реэкспортных схем на статистику все меньше — производство основных металлов показало в июне рост "только" на +63,4% г/г. Месяцем ранее "рост" был почти трёхкратным.
В результате обрабатывающая промышленность показала скромные +3,1% (+11,5% в мае)
Сколько реального роста в +48% ювелирки мы теперь тоже не знаем.
В табачке продолжается двузначный рост — в июне +11%.
В пищевой промышленности продолжилось падение на -2%.
В горной добыче падение составило -10,7%. Цифры ужасные, но сильно лучше майских -16,1%.
В энергетике сохранились двузначные темпы роста +10,9%.
Overall, extreme levels of fear in the market seems to have morphed into something more resembling concern. For example, the Cboe Volatility Index fell from its 2022 peak of 36, which it hit Monday, to around 30 on Friday, a sign of easing tensions. Meanwhile, while the price of WTI crude oil slipped from Sunday’s multiyear high $130 of barrel to $109 a pop. Markets have been expecting heavy restrictions on Russian oil, some of which the U.S. has already imposed, and that would reduce the global supply and bring about even more burdensome inflation. The Russian invasion of Ukraine has been a driving force in markets for the past few weeks. "We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon." 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%. One thing that Telegram now offers to all users is the ability to “disappear” messages or set remote deletion deadlines. That enables users to have much more control over how long people can access what you’re sending them. Given that Russian law enforcement officials are reportedly (via Insider) stopping people in the street and demanding to read their text messages, this could be vital to protect individuals from reprisals.
from cn
