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Твердо и четко о сезонно скорректированной инфляции за июль

💡Наша итоговая оценка 10.5% SAAR* (см. таблицу и графики)

• В продовольствии текущие темпы ускорились до 15.5% SAAR вслед за плодоовощами, здесь свою роль сыграли весенние заморозки

• В непродовольствии они достигли 6.7% SAAR, заметнее всего ускорился рост цен на бензин, история здесь

• В услугах составили 8.6% SAAR, в ЖКУ получилось** 11.8% SAAR

💡Важнее, текущие темпы в нерегулируемых услугах – самой устойчивой компоненте потребительской инфляции – вновь стали двузначными, ускорившись до 10.3% SAAR...

... а медианные темпы составили 6.8% SAAR

* SAAR = с коррекцией на сезонность и в пересчете на год

** В ЖКУ убираем сезонность по методологии ЦБ

@xtxixty



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Твердо и четко о сезонно скорректированной инфляции за июль

💡Наша итоговая оценка 10.5% SAAR* (см. таблицу и графики)

• В продовольствии текущие темпы ускорились до 15.5% SAAR вслед за плодоовощами, здесь свою роль сыграли весенние заморозки

• В непродовольствии они достигли 6.7% SAAR, заметнее всего ускорился рост цен на бензин, история здесь

• В услугах составили 8.6% SAAR, в ЖКУ получилось** 11.8% SAAR

💡Важнее, текущие темпы в нерегулируемых услугах – самой устойчивой компоненте потребительской инфляции – вновь стали двузначными, ускорившись до 10.3% SAAR...

... а медианные темпы составили 6.8% SAAR

* SAAR = с коррекцией на сезонность и в пересчете на год

** В ЖКУ убираем сезонность по методологии ЦБ

@xtxixty

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Pavel Durov, a billionaire who embraces an all-black wardrobe and is often compared to the character Neo from "the Matrix," funds Telegram through his personal wealth and debt financing. And despite being one of the world's most popular tech companies, Telegram reportedly has only about 30 employees who defer to Durov for most major decisions about the platform. During the operations, Sebi officials seized various records and documents, including 34 mobile phones, six laptops, four desktops, four tablets, two hard drive disks and one pen drive from the custody of these persons. 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. Just days after Russia invaded Ukraine, Durov wrote that Telegram was "increasingly becoming a source of unverified information," and he worried about the app being used to "incite ethnic hatred." Telegram has become more interventionist over time, and has steadily increased its efforts to shut down these accounts. But this has also meant that the company has also engaged with lawmakers more generally, although it maintains that it doesn’t do so willingly. For instance, in September 2021, Telegram reportedly blocked a chat bot in support of (Putin critic) Alexei Navalny during Russia’s most recent parliamentary elections. Pavel Durov was quoted at the time saying that the company was obliged to follow a “legitimate” law of the land. He added that as Apple and Google both follow the law, to violate it would give both platforms a reason to boot the messenger from its stores.
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