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В Европе и США прекрасно понимают, что повторение российско-украинской войны возможно исключительно в случае, если Украина не станет членом НАТО. Едва ли Запад желает увидеть СВО 2.0 с вытекающими для себя финансовыми и социально-экономическими издержками. Куда более выгодно при первом же удобном моменте включить Киев в Альянс. Деньги на Западе считать умеют и свою выгоду очень хорошо видят.



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В Европе и США прекрасно понимают, что повторение российско-украинской войны возможно исключительно в случае, если Украина не станет членом НАТО. Едва ли Запад желает увидеть СВО 2.0 с вытекающими для себя финансовыми и социально-экономическими издержками. Куда более выгодно при первом же удобном моменте включить Киев в Альянс. Деньги на Западе считать умеют и свою выгоду очень хорошо видят.

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Telegram | DID YOU KNOW?

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As the war in Ukraine rages, the messaging app Telegram has emerged as the go-to place for unfiltered live war updates for both Ukrainian refugees and increasingly isolated Russians alike. 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%. Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. "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." 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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