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Владимир Лепехин | Канал | Telegram Webview: vladimirlepehin/2360 -
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⚡️Смысл обложки The Economist 2025. Шанс для России?

Владимир Лепехин даёт свой комментарий к обложке британского еженедельника "Экономист" с прогнозом развития ситуации в мире на 2025 год, отмечая самое существенное.

YouTube:
https://www.youtube.com/watch?v=0OzJ_8NiU_I

Дзен:
https://dzen.ru/video/watch/6744d3069143321e61bf0b42

BY Владимир Лепехин | Канал




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For tech stocks, “the main thing is yields,” Essaye said. "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." "There are several million Russians who can lift their head up from propaganda and try to look for other sources, and I'd say that most look for it on Telegram," he said. The fake Zelenskiy account reached 20,000 followers on Telegram before it was shut down, a remedial action that experts say is all too rare. 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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