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Доктор отраслевых наук
Лонгрид про доставщиков и трехфакторную модель (часть 2) Но тут мало только хотелок фантастов, классические кризисы банковского капитализма, которые мы называем «трехфакторная модель», состоят из следующих фаз: - рост – период роста номинальных доходов…
Ну вот, собственно, подтверждение. Трехфакторная модель существует и не нужно смеяться, негодовать или удивляться. Это так и работает.

Предстоящие два года будут напряженными. Мы не лучше и не хуже людей которые жили в СССР в конце 80-х или в США, в конце 30-х. Время такое.

С 2027 года будет полегче. Там и долговой «навес» подобесценится и новые масштабные проекты подоспеют.

https://www.group-telegram.com/bbbreaking/196161



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Ну вот, собственно, подтверждение. Трехфакторная модель существует и не нужно смеяться, негодовать или удивляться. Это так и работает.

Предстоящие два года будут напряженными. Мы не лучше и не хуже людей которые жили в СССР в конце 80-х или в США, в конце 30-х. Время такое.

С 2027 года будет полегче. Там и долговой «навес» подобесценится и новые масштабные проекты подоспеют.

https://www.group-telegram.com/bbbreaking/196161

BY Доктор отраслевых наук


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"We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon." "The inflation fire was already hot and now with war-driven inflation added to the mix, it will grow even hotter, setting off a scramble by the world’s central banks to pull back their stimulus earlier than expected," Chris Rupkey, chief economist at FWDBONDS, wrote in an email. "A spike in inflation rates has preceded economic recessions historically and this time prices have soared to levels that once again pose a threat to growth." Either way, Durov says that he withdrew his resignation but that he was ousted from his company anyway. Subsequently, control of the company was reportedly handed to oligarchs Alisher Usmanov and Igor Sechin, both allegedly close associates of Russian leader Vladimir Putin. Markets continued to grapple with the economic and corporate earnings implications relating to the Russia-Ukraine conflict. “We have a ton of uncertainty right now,” said Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors. “We’re dealing with a war, we’re dealing with inflation. We don’t know what it means to earnings.” "Like the bombing of the maternity ward in Mariupol," he said, "Even before it hits the news, you see the videos on the Telegram channels."
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