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Ралли на долговом рынке — надолго? ОФЗ, валютные облигации, флоатеры, ВДО — прогнозы на 2025

Эксперты:
👩🏻‍🦱 Мария Радченко - АльфаБ.
🤓 Алексей Васильев - СолидБ.
🕸 Игорь Рапохин - СберС.

👩🏻‍🦱 00:15 Фундаментальных причин для продолжения ралли в облигациях уже окончилось. Падение ожидаемое.

👩🏻‍🦱 02:00 ОФЗ тарить поздно! Ждем охлаждения.
🤓 02:55 На часть портфеля можно "залететь".
🕸 03:30 Любые типы фиксов ОФЗ сейчас выглядят дорого.

PS: Как же Рапохин на Тома Холланда похож :)))



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Ралли на долговом рынке — надолго? ОФЗ, валютные облигации, флоатеры, ВДО — прогнозы на 2025

Эксперты:
👩🏻‍🦱 Мария Радченко - АльфаБ.
🤓 Алексей Васильев - СолидБ.
🕸 Игорь Рапохин - СберС.

👩🏻‍🦱 00:15 Фундаментальных причин для продолжения ралли в облигациях уже окончилось. Падение ожидаемое.

👩🏻‍🦱 02:00 ОФЗ тарить поздно! Ждем охлаждения.
🤓 02:55 На часть портфеля можно "залететь".
🕸 03:30 Любые типы фиксов ОФЗ сейчас выглядят дорого.

PS: Как же Рапохин на Тома Холланда похож :)))

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"There are a lot of things that Telegram could have been doing this whole time. And they know exactly what they are and they've chosen not to do them. That's why I don't trust them," she said. Continuing its crackdown against entities allegedly involved in a front-running scam using messaging app Telegram, Sebi on Thursday carried out search and seizure operations at the premises of eight entities in multiple locations across the country. At this point, however, Durov had already been working on Telegram with his brother, and further planned a mobile-first social network with an explicit focus on anti-censorship. Later in April, he told TechCrunch that he had left Russia and had “no plans to go back,” saying that the nation was currently “incompatible with internet business at the moment.” He added later that he was looking for a country that matched his libertarian ideals to base his next startup. "He has kind of an old-school cyber-libertarian world view where technology is there to set you free," Maréchal said. Oh no. There’s a certain degree of myth-making around what exactly went on, so take everything that follows lightly. Telegram was originally launched as a side project by the Durov brothers, with Nikolai handling the coding and Pavel as CEO, while both were at VK.
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