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🌞 Обработка + оптовая торговля = 5.5% г/г ВВП в 3кв23 • Оценка ВВП близка к месячному отраслевому индикатору нефинансового ВВП и нашей оценке в 5.3% • Самая точная оценка в 5.5% у ЦЭП, дальше всех был МинЭк с оценкой в 5.2% 🔮 Наибольший вклад в рост экономики…
🌞 Не-финансовый частный ВВП в 3кв23 растет на 7.4% г/г

Пром.производство (ОПК) и рост оптовой торговли дают примерно равный вклад в рост - порядка 3 пп

• Розница и стройка по порядка 1.пп роста в общую цифры

🔮 Пересмотры цифр по росту вверх на 2023 должны происходить вместе со снижением оценок на 2024 - повышение ключевой ставки до 15% охладит рост цен, но повысит риск рецессии в следующие 6 мес. выше 70%

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🌞 Не-финансовый частный ВВП в 3кв23 растет на 7.4% г/г

Пром.производство (ОПК) и рост оптовой торговли дают примерно равный вклад в рост - порядка 3 пп

• Розница и стройка по порядка 1.пп роста в общую цифры

🔮 Пересмотры цифр по росту вверх на 2023 должны происходить вместе со снижением оценок на 2024 - повышение ключевой ставки до 15% охладит рост цен, но повысит риск рецессии в следующие 6 мес. выше 70%

@c0ldness

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The S&P 500 fell 1.3% to 4,204.36, and the Dow Jones Industrial Average was down 0.7% to 32,943.33. The Dow posted a fifth straight weekly loss — its longest losing streak since 2019. The Nasdaq Composite tumbled 2.2% to 12,843.81. Though all three indexes opened in the green, stocks took a turn after a new report showed U.S. consumer sentiment deteriorated more than expected in early March as consumers' inflation expectations soared to the highest since 1981. These administrators had built substantial positions in these scrips prior to the circulation of recommendations and offloaded their positions subsequent to rise in price of these scrips, making significant profits at the expense of unsuspecting investors, Sebi noted. The next bit isn’t clear, but Durov reportedly claimed that his resignation, dated March 21st, was an April Fools’ prank. TechCrunch implies that it was a matter of principle, but it’s hard to be clear on the wheres, whos and whys. Similarly, on April 17th, the Moscow Times quoted Durov as saying that he quit the company after being pressured to reveal account details about Ukrainians protesting the then-president Viktor Yanukovych. 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. Groups are also not fully encrypted, end-to-end. This includes private groups. Private groups cannot be seen by other Telegram users, but Telegram itself can see the groups and all of the communications that you have in them. All of the same risks and warnings about channels can be applied to groups.
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