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Твердые цифры

Годовые числа – всегда запаздывающий индикатор

👆На графиках показываем динамику в уровнях с поправкой на сезонность

• Потребительский спрос остается выше трендов, несмотря на замедление

• Замедление в строительстве устойчивым не оказалось – в августе, по нашим оценкам, оно прибавило 1.6% м/м с.к.

• Вверх развернулось и промпроизводство – о нем писали подробнее

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4.2K viewsOct 2, 2024 at 17:44

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Create: 2024-10-02
Last Update: 2025-02-01 14:00:52

Годовые числа – всегда запаздывающий индикатор

👆На графиках показываем динамику в уровнях с поправкой на сезонность

• Потребительский спрос остается выше трендов, несмотря на замедление

• Замедление в строительстве устойчивым не оказалось – в августе, по нашим оценкам, оно прибавило 1.6% м/м с.к.

• Вверх развернулось и промпроизводство – о нем писали подробнее

@xtxixty

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Telegram | DID YOU KNOW?

Date: 2025-02-01|

The picture was mixed overseas. Hong Kong’s Hang Seng Index fell 1.6%, under pressure from U.S. regulatory scrutiny on New York-listed Chinese companies. Stocks were more buoyant in Europe, where Frankfurt’s DAX surged 1.4%. Under the Sebi Act, the regulator has the power to carry out search and seizure of books, registers, documents including electronics and digital devices from any person associated with the securities market. On Telegram’s website, it says that Pavel Durov “supports Telegram financially and ideologically while Nikolai (Duvov)’s input is technological.” Currently, the Telegram team is based in Dubai, having moved around from Berlin, London and Singapore after departing Russia. Meanwhile, the company which owns Telegram is registered in the British Virgin Islands. Telegram, which does little policing of its content, has also became a hub for Russian propaganda and misinformation. Many pro-Kremlin channels have become popular, alongside accounts of journalists and other independent observers. Overall, extreme levels of fear in the market seems to have morphed into something more resembling concern. For example, the Cboe Volatility Index fell from its 2022 peak of 36, which it hit Monday, to around 30 on Friday, a sign of easing tensions. Meanwhile, while the price of WTI crude oil slipped from Sunday’s multiyear high $130 of barrel to $109 a pop. Markets have been expecting heavy restrictions on Russian oil, some of which the U.S. has already imposed, and that would reduce the global supply and bring about even more burdensome inflation.
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