📌Тред дня EMCR News: Сделка Ирана и США может привести к распаду ОПЕК+
Президент США Дональд Трамп заявил о готовности заключить новую сделку с Ираном. Ключевой для Ирана вопрос – доступ на мировой рынок нефти. Выход из-под санкций позволил бы Ирану не только диверсифицировать экспорт, но и увеличить добычу нефти, в том числе с привлечением международных нефтесервисных компаний, пишет Кирилл Родионов@kirillrodionov. Возможная сделка США и Ирана может стать триггером распада ОПЕК+. https://emcr.io/news/t/usa-iraq-deal
📌Тред дня EMCR News: Сделка Ирана и США может привести к распаду ОПЕК+
Президент США Дональд Трамп заявил о готовности заключить новую сделку с Ираном. Ключевой для Ирана вопрос – доступ на мировой рынок нефти. Выход из-под санкций позволил бы Ирану не только диверсифицировать экспорт, но и увеличить добычу нефти, в том числе с привлечением международных нефтесервисных компаний, пишет Кирилл Родионов@kirillrodionov. Возможная сделка США и Ирана может стать триггером распада ОПЕК+. https://emcr.io/news/t/usa-iraq-deal
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." The channel appears to be part of the broader information war that has developed following Russia's invasion of Ukraine. The Kremlin has paid Russian TikTok influencers to push propaganda, according to a Vice News investigation, while ProPublica found that fake Russian fact check videos had been viewed over a million times on Telegram. 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. But Telegram says people want to keep their chat history when they get a new phone, and they like having a data backup that will sync their chats across multiple devices. And that is why they let people choose whether they want their messages to be encrypted or not. When not turned on, though, chats are stored on Telegram's services, which are scattered throughout the world. But it has "disclosed 0 bytes of user data to third parties, including governments," Telegram states on its website. For tech stocks, “the main thing is yields,” Essaye said.
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