• Медианный прогноз по инфляции на конец года повысился на 2пп до 22,0% г/г, абсорбируя мартовское ускорение. Наш прогноз - ниже 20%.
• Консенсус увидел условия для снижения ключевой ставки: теперь прогноз средней ставки за 2022 г. - 14,5%. Мы видели эти условия раньше.
• Оценки снижения активности стали более пессимистичными: консенсус ждет сокращение на 9,2% против прежних 8,0% г/г. Наши оценки оптимистичнее: мы прогнозируем снижение на 7-8% г/г.
• Медианный прогноз по инфляции на конец года повысился на 2пп до 22,0% г/г, абсорбируя мартовское ускорение. Наш прогноз - ниже 20%.
• Консенсус увидел условия для снижения ключевой ставки: теперь прогноз средней ставки за 2022 г. - 14,5%. Мы видели эти условия раньше.
• Оценки снижения активности стали более пессимистичными: консенсус ждет сокращение на 9,2% против прежних 8,0% г/г. Наши оценки оптимистичнее: мы прогнозируем снижение на 7-8% г/г.
READ MORE 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. 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." 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. 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.
from tw
