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Ралли на долговом рынке — надолго? ОФЗ, валютные облигации, флоатеры, ВДО — прогнозы на 2025

Эксперты:
👩🏻‍🦱 Мария Радченко - АльфаБ.
🤓 Алексей Васильев - СолидБ.
🕸 Игорь Рапохин - СберС.

👩🏻‍🦱 00:15 Фундаментальных причин для продолжения ралли в облигациях уже окончилось. Падение ожидаемое.

👩🏻‍🦱 02:00 ОФЗ тарить поздно! Ждем охлаждения.
🤓 02:55 На часть портфеля можно "залететь".
🕸 03:30 Любые типы фиксов ОФЗ сейчас выглядят дорого.

PS: Как же Рапохин на Тома Холланда похож :)))



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Ралли на долговом рынке — надолго? ОФЗ, валютные облигации, флоатеры, ВДО — прогнозы на 2025

Эксперты:
👩🏻‍🦱 Мария Радченко - АльфаБ.
🤓 Алексей Васильев - СолидБ.
🕸 Игорь Рапохин - СберС.

👩🏻‍🦱 00:15 Фундаментальных причин для продолжения ралли в облигациях уже окончилось. Падение ожидаемое.

👩🏻‍🦱 02:00 ОФЗ тарить поздно! Ждем охлаждения.
🤓 02:55 На часть портфеля можно "залететь".
🕸 03:30 Любые типы фиксов ОФЗ сейчас выглядят дорого.

PS: Как же Рапохин на Тома Холланда похож :)))

BY InvestCommunity-INVESTINGvideo


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"Someone posing as a Ukrainian citizen just joins the chat and starts spreading misinformation, or gathers data, like the location of shelters," Tsekhanovska said, noting how false messages have urged Ukrainians to turn off their phones at a specific time of night, citing cybersafety. The SC urges the public to refer to the SC’s I nvestor Alert List before investing. The list contains details of unauthorised websites, investment products, companies and individuals. Members of the public who suspect that they have been approached by unauthorised firms or individuals offering schemes that promise unrealistic returns Asked about its stance on disinformation, Telegram spokesperson Remi Vaughn told AFP: "As noted by our CEO, the sheer volume of information being shared on channels makes it extremely difficult to verify, so it's important that users double-check what they read." As the war in Ukraine rages, the messaging app Telegram has emerged as the go-to place for unfiltered live war updates for both Ukrainian refugees and increasingly isolated Russians alike. The gold standard of encryption, known as end-to-end encryption, where only the sender and person who receives the message are able to see it, is available on Telegram only when the Secret Chat function is enabled. Voice and video calls are also completely encrypted.
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