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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 :)))

BY InvestCommunity-INVESTINGvideo


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The next bit isn’t clear, but Durov reportedly claimed that his resignation, dated March 21st, was an April Fools’ prank. TechCrunch implies that it was a matter of principle, but it’s hard to be clear on the wheres, whos and whys. Similarly, on April 17th, the Moscow Times quoted Durov as saying that he quit the company after being pressured to reveal account details about Ukrainians protesting the then-president Viktor Yanukovych. Some people used the platform to organize ahead of the storming of the U.S. Capitol in January 2021, and last month Senator Mark Warner sent a letter to Durov urging him to curb Russian information operations on Telegram. In a message on his Telegram channel recently recounting the episode, Durov wrote: "I lost my company and my home, but would do it again – without hesitation." Lastly, the web previews of t.me links have been given a new look, adding chat backgrounds and design elements from the fully-features Telegram Web client. DFR Lab sent the image through Microsoft Azure's Face Verification program and found that it was "highly unlikely" that the person in the second photo was the same as the first woman. The fact-checker Logically AI also found the claim to be false. The woman, Olena Kurilo, was also captured in a video after the airstrike and shown to have the injuries.
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