Контроль над инфляцией в Штатах утерян — после 5 месяцев ужесточения ДКП широкий рост цен все еще ускоряется.
Годовой CPI на уровне 8.2%, при базовом росте цен на 6.6% против 6.3% месяцем ранее. Темпы роста базовой инфляция (без энергии и еды) обновили рекорд с 1982 года. Рынки акций и облигаций падают.
#ФРС обещал поднимать ставки, если рост цен не прекратится — значит что-то обязательно сломается в процессе. Ждем усугубление ситуации на рынках суверенного долга / валют в ближайшие дни и недели.
Контроль над инфляцией в Штатах утерян — после 5 месяцев ужесточения ДКП широкий рост цен все еще ускоряется.
Годовой CPI на уровне 8.2%, при базовом росте цен на 6.6% против 6.3% месяцем ранее. Темпы роста базовой инфляция (без энергии и еды) обновили рекорд с 1982 года. Рынки акций и облигаций падают.
#ФРС обещал поднимать ставки, если рост цен не прекратится — значит что-то обязательно сломается в процессе. Ждем усугубление ситуации на рынках суверенного долга / валют в ближайшие дни и недели.
After fleeing Russia, the brothers founded Telegram as a way to communicate outside the Kremlin's orbit. They now run it from Dubai, and Pavel Durov says it has more than 500 million monthly active users. "The result is on this photo: fiery 'greetings' to the invaders," the Security Service of Ukraine wrote alongside a photo showing several military vehicles among plumes of black smoke. In addition, Telegram's architecture limits the ability to slow the spread of false information: the lack of a central public feed, and the fact that comments are easily disabled in channels, reduce the space for public pushback. 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. Since its launch in 2013, Telegram has grown from a simple messaging app to a broadcast network. Its user base isn’t as vast as WhatsApp’s, and its broadcast platform is a fraction the size of Twitter, but it’s nonetheless showing its use. While Telegram has been embroiled in controversy for much of its life, it has become a vital source of communication during the invasion of Ukraine. But, if all of this is new to you, let us explain, dear friends, what on Earth a Telegram is meant to be, and why you should, or should not, need to care.
from ru
