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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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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." This ability to mix the public and the private, as well as the ability to use bots to engage with users has proved to be problematic. In early 2021, a database selling phone numbers pulled from Facebook was selling numbers for $20 per lookup. Similarly, security researchers found a network of deepfake bots on the platform that were generating images of people submitted by users to create non-consensual imagery, some of which involved children. 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. 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. "Like the bombing of the maternity ward in Mariupol," he said, "Even before it hits the news, you see the videos on the Telegram channels."
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