– С декабря стоимость доставки товаров из Азии в Северную Европу выросла на 173% (+$4000 за контейнер) – За 10 дней до 2 января количество транзитов через Суэцкий канал сократилось на 28% г/г (3.1% мировой торговли)
Хороший импульс для второй инфляционной волны накануне американских выборов. #Инфляция в цепочках поставок станет серьезной проблемой для ФРС месяцев через 6, если динамика не изменится.
– С декабря стоимость доставки товаров из Азии в Северную Европу выросла на 173% (+$4000 за контейнер) – За 10 дней до 2 января количество транзитов через Суэцкий канал сократилось на 28% г/г (3.1% мировой торговли)
Хороший импульс для второй инфляционной волны накануне американских выборов. #Инфляция в цепочках поставок станет серьезной проблемой для ФРС месяцев через 6, если динамика не изменится.
The S&P 500 fell 1.3% to 4,204.36, and the Dow Jones Industrial Average was down 0.7% to 32,943.33. The Dow posted a fifth straight weekly loss — its longest losing streak since 2019. The Nasdaq Composite tumbled 2.2% to 12,843.81. Though all three indexes opened in the green, stocks took a turn after a new report showed U.S. consumer sentiment deteriorated more than expected in early March as consumers' inflation expectations soared to the highest since 1981. The War on Fakes channel has repeatedly attempted to push conspiracies that footage from Ukraine is somehow being falsified. One post on the channel from February 24 claimed without evidence that a widely viewed photo of a Ukrainian woman injured in an airstrike in the city of Chuhuiv was doctored and that the woman was seen in a different photo days later without injuries. The post, which has over 600,000 views, also baselessly claimed that the woman's blood was actually makeup or grape juice. Messages are not fully encrypted by default. That means the company could, in theory, access the content of the messages, or be forced to hand over the data at the request of a government. "There is a significant risk of insider threat or hacking of Telegram systems that could expose all of these chats to the Russian government," said Eva Galperin with the Electronic Frontier Foundation, which has called for Telegram to improve its privacy practices. But because group chats and the channel features are not end-to-end encrypted, Galperin said user privacy is potentially under threat.
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