⚡️ЦБ остановит покупки валюты в рамках бюджетного правила с 28 ноября
Мнение bitkogan: С 7 ноября по 5 декабря ЦБ покупал для Минфина валюты на 4,2 млрд руб. в день. Теперь этих операций не будет, их проведут позже в 2025 г. #макро 🔥HOTLINE
⚡️ЦБ остановит покупки валюты в рамках бюджетного правила с 28 ноября
Мнение bitkogan: С 7 ноября по 5 декабря ЦБ покупал для Минфина валюты на 4,2 млрд руб. в день. Теперь этих операций не будет, их проведут позже в 2025 г. #макро 🔥HOTLINE
BY bitkogan⚡️HOTLINE
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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." 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. It is unclear who runs the account, although Russia's official Ministry of Foreign Affairs Twitter account promoted the Telegram channel on Saturday and claimed it was operated by "a group of experts & journalists." For tech stocks, “the main thing is yields,” Essaye said. The last couple days have exemplified that uncertainty. On Thursday, news emerged that talks in Turkey between the Russia and Ukraine yielded no positive result. But on Friday, Reuters reported that Russian President Vladimir Putin said there had been some “positive shifts” in talks between the two sides.
from sa
