i) медианная инфляция – до 0.13% с 0.09% н/н с.к. ранее
ii) инфляция без плодоовощей и авиаперелетов – до 0.11% с 0.10% н/н с.к.
iii) доля товаров, индексы цен с с.к. на которые растут, – до 90% с 67%, а доля товаров, индексы цен с с.к. на которые растут быстрее целевых 4%, – до 55% с 33%
📈 Рост цен почти фронтальный:
• в основных драйверах все те же: яйца и плодоовощи
• на этой неделе к ним добавились "прочие непродовольственные категории"**
• выросли индексы цен на бензин на 0.05% н/н (впервые с начала октября)
🎯Наша точечная оценка на декабрь – +0.9% м/м | +7.6% г/г – соответствует ~8% SAAR
i) медианная инфляция – до 0.13% с 0.09% н/н с.к. ранее
ii) инфляция без плодоовощей и авиаперелетов – до 0.11% с 0.10% н/н с.к.
iii) доля товаров, индексы цен с с.к. на которые растут, – до 90% с 67%, а доля товаров, индексы цен с с.к. на которые растут быстрее целевых 4%, – до 55% с 33%
📈 Рост цен почти фронтальный:
• в основных драйверах все те же: яйца и плодоовощи
• на этой неделе к ним добавились "прочие непродовольственные категории"**
• выросли индексы цен на бензин на 0.05% н/н (впервые с начала октября)
🎯Наша точечная оценка на декабрь – +0.9% м/м | +7.6% г/г – соответствует ~8% SAAR
Apparently upbeat developments in Russia's discussions with Ukraine helped at least temporarily send investors back into risk assets. Russian President Vladimir Putin said during a meeting with his Belarusian counterpart Alexander Lukashenko that there were "certain positive developments" occurring in the talks with Ukraine, according to a transcript of their meeting. Putin added that discussions were happening "almost on a daily basis." 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. There was another possible development: Reuters also reported that Ukraine said that Belarus could soon join the invasion of Ukraine. However, the AFP, citing a Pentagon official, said the U.S. hasn’t yet seen evidence that Belarusian troops are in Ukraine. Oleksandra Matviichuk, a Kyiv-based lawyer and head of the Center for Civil Liberties, called Durov’s position "very weak," and urged concrete improvements. In addition, Telegram now supports the use of third-party streaming tools like OBS Studio and XSplit to broadcast live video, allowing users to add overlays and multi-screen layouts for a more professional look.
from kr
