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Ключевые события прошлой недели — в нашем дайджесте.

За чем следить на этой неделе

Россия: инфляция (за неделю).

Китай и еврозона:
индекс деловой активности (PMI за ноябрь).

США:
- индекс деловой активности (PMI за ноябрь);
- уровень безработицы (за ноябрь).

Мир: заседание ОПЕК+ 5 декабря.

Идеи

В акциях:
- Полюс (таргет на 12 мес. — 17 500 руб/акция);
- MD Medical (1 100 руб/акция).

В облигациях:
- фонд на флоатеры TPAY.

#дайджест



group-telegram.com/t_analytics_official/1557
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Ключевые события прошлой недели — в нашем дайджесте.

За чем следить на этой неделе

Россия: инфляция (за неделю).

Китай и еврозона:
индекс деловой активности (PMI за ноябрь).

США:
- индекс деловой активности (PMI за ноябрь);
- уровень безработицы (за ноябрь).

Мир: заседание ОПЕК+ 5 декабря.

Идеи

В акциях:
- Полюс (таргет на 12 мес. — 17 500 руб/акция);
- MD Medical (1 100 руб/акция).

В облигациях:
- фонд на флоатеры TPAY.

#дайджест

BY Аналитика Т-Инвестиций






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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. Investors took profits on Friday while they could ahead of the weekend, explained Tom Essaye, founder of Sevens Report Research. Saturday and Sunday could easily bring unfortunate news on the war front—and traders would rather be able to sell any recent winnings at Friday’s earlier prices than wait for a potentially lower price at Monday’s open. The channel appears to be part of the broader information war that has developed following Russia's invasion of Ukraine. The Kremlin has paid Russian TikTok influencers to push propaganda, according to a Vice News investigation, while ProPublica found that fake Russian fact check videos had been viewed over a million times on Telegram. In December 2021, Sebi officials had conducted a search and seizure operation at the premises of certain persons carrying out similar manipulative activities through Telegram channels. In 2018, Russia banned Telegram although it reversed the prohibition two years later.
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