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Дмитрий Голубовский | Telegram Webview: dmigolub/483 -
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🛢💰📉J.P. Morgan прогнозирует среднюю барреля Brent в следующем году на уровне $73. К концу года ждут ниже $70, а к концу 2026-го - ниже $60, и это - при условии, что ОПЕК+ не станет наращивать добычу.

Если сбудется - плохо для рубля. Мне, однако, кажется, что они очень сильно ошиблись с пониманием цикличности этого рынка и будущим трендом.

oilcapital.ru👈 @dmigolub #рынки #рубль



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🛢💰📉J.P. Morgan прогнозирует среднюю барреля Brent в следующем году на уровне $73. К концу года ждут ниже $70, а к концу 2026-го - ниже $60, и это - при условии, что ОПЕК+ не станет наращивать добычу.

Если сбудется - плохо для рубля. Мне, однако, кажется, что они очень сильно ошиблись с пониманием цикличности этого рынка и будущим трендом.

oilcapital.ru👈 @dmigolub #рынки #рубль

BY Дмитрий Голубовский


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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. The Securities and Exchange Board of India (Sebi) had carried out a similar exercise in 2017 in a matter related to circulation of messages through WhatsApp. He said that since his platform does not have the capacity to check all channels, it may restrict some in Russia and Ukraine "for the duration of the conflict," but then reversed course hours later after many users complained that Telegram was an important source of information. A Russian Telegram channel with over 700,000 followers is spreading disinformation about Russia's invasion of Ukraine under the guise of providing "objective information" and fact-checking fake news. Its influence extends beyond the platform, with major Russian publications, government officials, and journalists citing the page's posts. But Kliuchnikov, the Ukranian now in France, said he will use Signal or WhatsApp for sensitive conversations, but questions around privacy on Telegram do not give him pause when it comes to sharing information about the war.
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