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Годовые числа – всегда запаздывающий индикатор

👆На графиках показываем секторальный ВВП в уровнях с поправкой на сезонный и календарный факторы

• По нашим оценкам, текущие темпы ВВП в 2к24 замедлились примерно вдвое в сравнении с 1к24 – до 2% SAAR*

• Это замедление в большой степени могло быть связано с факторами со стороны предложения, а не спроса – дефицитом рабочей силы, проблемами с логистикой и расчетами, сделкой ОПЕК+

* С поправкой на сезонный и календарный факторы в пересчете на год

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4.8K viewsSep 13 at 19:22

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Create: 2024-09-13
Last Update: 2024-09-23 20:22:38

Годовые числа – всегда запаздывающий индикатор

👆На графиках показываем секторальный ВВП в уровнях с поправкой на сезонный и календарный факторы

• По нашим оценкам, текущие темпы ВВП в 2к24 замедлились примерно вдвое в сравнении с 1к24 – до 2% SAAR*

• Это замедление в большой степени могло быть связано с факторами со стороны предложения, а не спроса – дефицитом рабочей силы, проблемами с логистикой и расчетами, сделкой ОПЕК+

* С поправкой на сезонный и календарный факторы в пересчете на год

@xtxixty

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Telegram | DID YOU KNOW?

Date: 2024-09-23|

Since its launch in 2013, Telegram has grown from a simple messaging app to a broadcast network. Its user base isn’t as vast as WhatsApp’s, and its broadcast platform is a fraction the size of Twitter, but it’s nonetheless showing its use. While Telegram has been embroiled in controversy for much of its life, it has become a vital source of communication during the invasion of Ukraine. But, if all of this is new to you, let us explain, dear friends, what on Earth a Telegram is meant to be, and why you should, or should not, need to care. Telegram Messenger Blocks Navalny Bot During Russian Election WhatsApp, a rival messaging platform, introduced some measures to counter disinformation when Covid-19 was first sweeping the world. Telegram boasts 500 million users, who share information individually and in groups in relative security. But Telegram's use as a one-way broadcast channel — which followers can join but not reply to — means content from inauthentic accounts can easily reach large, captive and eager audiences. 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.
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