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Пик по ключевой ставке. Пора покупать длинные ОФЗ? Облигации мощно отскочили

👋 00:00 Все ждали 22 или 23, а дали 21.В длинные ОФЗ залетаем?
👩🏻‍🦱 01:00 В экономике и так все жестко, текущей ставки должно хватить, сказала Эльвира Сахибзадовна, так как темпы роста кредитования резко снизились. Однако, потребуется длинный период удержания, а дальше будут смотреть на эффект.
🏦 03:30 Инфляция все же очень сильно растет, хочется верить, что она замедлится.

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Захаров инвест тг
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Пик по ключевой ставке. Пора покупать длинные ОФЗ? Облигации мощно отскочили

👋 00:00 Все ждали 22 или 23, а дали 21.В длинные ОФЗ залетаем?
👩🏻‍🦱 01:00 В экономике и так все жестко, текущей ставки должно хватить, сказала Эльвира Сахибзадовна, так как темпы роста кредитования резко снизились. Однако, потребуется длинный период удержания, а дальше будут смотреть на эффект.
🏦 03:30 Инфляция все же очень сильно растет, хочется верить, что она замедлится.

продолжение в комментариях

Захаров инвест тг
👉@InvestCommunity

BY InvestCommunity-INVESTINGvideo


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Telegram | DID YOU KNOW?

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It is unclear who runs the account, although Russia's official Ministry of Foreign Affairs Twitter account promoted the Telegram channel on Saturday and claimed it was operated by "a group of experts & journalists." On Feb. 27, however, he admitted from his Russian-language account that "Telegram channels are increasingly becoming a source of unverified information related to Ukrainian events." 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. 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. He said that since his platform does not have the capacity to check all channels, it may restrict some in Russia and Ukraine "for the duration of the conflict," but then reversed course hours later after many users complained that Telegram was an important source of information.
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