1. Банк Японии продолжает печатать бесконечное количество иен, чтобы сохранить ограничения по доходности облигаций — неизбежно приведет к валютному кризису и бесконтрольной инфляции.
2. Отпустить доходность при 225% долга к ВВП = каждое увеличение процентной ставки на 1% будет стоить примерно 3.7 трлн иен процентных платежей. Новый долг, естественно, будет продолжать выкупаться Банком Японии (см. вариант 1).
1. Банк Японии продолжает печатать бесконечное количество иен, чтобы сохранить ограничения по доходности облигаций — неизбежно приведет к валютному кризису и бесконтрольной инфляции.
2. Отпустить доходность при 225% долга к ВВП = каждое увеличение процентной ставки на 1% будет стоить примерно 3.7 трлн иен процентных платежей. Новый долг, естественно, будет продолжать выкупаться Банком Японии (см. вариант 1).
Oleksandra Matviichuk, a Kyiv-based lawyer and head of the Center for Civil Liberties, called Durov’s position "very weak," and urged concrete improvements. For tech stocks, “the main thing is yields,” Essaye said. 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. Markets continued to grapple with the economic and corporate earnings implications relating to the Russia-Ukraine conflict. “We have a ton of uncertainty right now,” said Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors. “We’re dealing with a war, we’re dealing with inflation. We don’t know what it means to earnings.” "We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon."
from ru
