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[DXY +104] Индекс бакса после обновления мартовского низа вновь пошел в рост.
[Иена +157] Японская валюта после всех интервенций вновь слабеет (вчера коснулись месячного минимума +155.4).
Важно: тренд обусловлен доходностью 10-леток США. Она отскочила от 4-х месячного минимума и закрепляется выше 4.2%.
В мае объем казначейских облигаций США у иностранных держателей вырос на +$89.6 млрд до рекордных $8.13 трлн, однако посмотрите на потоки — продолжается сокращение активов со стороны главных держателей: Китая и Японии. [ticdata]
[DXY +104] Индекс бакса после обновления мартовского низа вновь пошел в рост.
[Иена +157] Японская валюта после всех интервенций вновь слабеет (вчера коснулись месячного минимума +155.4).
Важно: тренд обусловлен доходностью 10-леток США. Она отскочила от 4-х месячного минимума и закрепляется выше 4.2%.
В мае объем казначейских облигаций США у иностранных держателей вырос на +$89.6 млрд до рекордных $8.13 трлн, однако посмотрите на потоки — продолжается сокращение активов со стороны главных держателей: Китая и Японии. [ticdata]
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." 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. Telegram boasts 500 million users, who share information individually and in groups in relative security. But Telegram's use as a one-way broadcast channel — which followers can join but not reply to — means content from inauthentic accounts can easily reach large, captive and eager audiences. At this point, however, Durov had already been working on Telegram with his brother, and further planned a mobile-first social network with an explicit focus on anti-censorship. Later in April, he told TechCrunch that he had left Russia and had “no plans to go back,” saying that the nation was currently “incompatible with internet business at the moment.” He added later that he was looking for a country that matched his libertarian ideals to base his next startup. 'Wild West'
from nl