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🛢💰📉J.P. Morgan прогнозирует среднюю барреля Brent в следующем году на уровне $73. К концу года ждут ниже $70, а к концу 2026-го - ниже $60, и это - при условии, что ОПЕК+ не станет наращивать добычу.

Если сбудется - плохо для рубля. Мне, однако, кажется, что они очень сильно ошиблись с пониманием цикличности этого рынка и будущим трендом.

oilcapital.ru👈 @dmigolub #рынки #рубль



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🛢💰📉J.P. Morgan прогнозирует среднюю барреля Brent в следующем году на уровне $73. К концу года ждут ниже $70, а к концу 2026-го - ниже $60, и это - при условии, что ОПЕК+ не станет наращивать добычу.

Если сбудется - плохо для рубля. Мне, однако, кажется, что они очень сильно ошиблись с пониманием цикличности этого рынка и будущим трендом.

oilcapital.ru👈 @dmigolub #рынки #рубль

BY Дмитрий Голубовский


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Pavel Durov, Telegram's CEO, is known as "the Russian Mark Zuckerberg," for co-founding VKontakte, which is Russian for "in touch," a Facebook imitator that became the country's most popular social networking site. Channels are not fully encrypted, end-to-end. All communications on a Telegram channel can be seen by anyone on the channel and are also visible to Telegram. Telegram may be asked by a government to hand over the communications from a channel. Telegram has a history of standing up to Russian government requests for data, but how comfortable you are relying on that history to predict future behavior is up to you. Because Telegram has this data, it may also be stolen by hackers or leaked by an internal employee. Some privacy experts say Telegram is not secure enough But Kliuchnikov, the Ukranian now in France, said he will use Signal or WhatsApp for sensitive conversations, but questions around privacy on Telegram do not give him pause when it comes to sharing information about the war. 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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