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#CarryTrade #BoJ Хьюстон, у нас проблемы: впервые с начала 90-х темпы инфляции [структурной!] зарплат самураев превысили аналогичный показатель для американских работяг. Тренд, в теории, может привести к схождению уровней процентных ставок в США и Японии…
#Макро

Казалось бы, где самураи, а где орешник.

Cравнение динамики курсов рубль/бакс и иена/бакс [в %] + индекс DXY [*сила бакса*] с начала 2024.

За рамками летнего девалва иены, особенно интересно выглядит корреляция курсов с начала сентября по середину ноября.

Иена, кстати, пошла на укрепление после прохождения пиков по #DXY.

@MarketHeart



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#Макро

Казалось бы, где самураи, а где орешник.

Cравнение динамики курсов рубль/бакс и иена/бакс [в %] + индекс DXY [*сила бакса*] с начала 2024.

За рамками летнего девалва иены, особенно интересно выглядит корреляция курсов с начала сентября по середину ноября.

Иена, кстати, пошла на укрепление после прохождения пиков по #DXY.

@MarketHeart

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These entities are reportedly operating nine Telegram channels with more than five million subscribers to whom they were making recommendations on selected listed scrips. Such recommendations induced the investors to deal in the said scrips, thereby creating artificial volume and price rise. 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. In the past, it was noticed that through bulk SMSes, investors were induced to invest in or purchase the stocks of certain listed companies. Given the pro-privacy stance of the platform, it’s taken as a given that it’ll be used for a number of reasons, not all of them good. And Telegram has been attached to a fair few scandals related to terrorism, sexual exploitation and crime. Back in 2015, Vox described Telegram as “ISIS’ app of choice,” saying that the platform’s real use is the ability to use channels to distribute material to large groups at once. Telegram has acted to remove public channels affiliated with terrorism, but Pavel Durov reiterated that he had no business snooping on private conversations. 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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