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#MacroDoomPorn

RRP на 4-летнем минимуме, $58.8 млрд

Подробнее здесь. Часть обратного #РЕПО активно выводили под покупку выпусков векселей.

#DXY, похоже, прошёл пик и мы наблюдаем новый цикл ослабления. Девальвация бакса — долгосрочная цель в рамках новой модели.

Ну и розничные продажи в реальном выражении, над которыми все трясутся, в Штатах упали. Инфляция, детка, инфляция.

#Нефть Бессент тут ляпнул, что надо бы экспорт Ирана опустить до 100 тыс. барр/сутки. Переводим: мы не прочь поднять цены до $120-140 за бочку.

@MarketHeart



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#MacroDoomPorn

RRP на 4-летнем минимуме, $58.8 млрд

Подробнее здесь. Часть обратного #РЕПО активно выводили под покупку выпусков векселей.

#DXY, похоже, прошёл пик и мы наблюдаем новый цикл ослабления. Девальвация бакса — долгосрочная цель в рамках новой модели.

Ну и розничные продажи в реальном выражении, над которыми все трясутся, в Штатах упали. Инфляция, детка, инфляция.

#Нефть Бессент тут ляпнул, что надо бы экспорт Ирана опустить до 100 тыс. барр/сутки. Переводим: мы не прочь поднять цены до $120-140 за бочку.

@MarketHeart

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In a message on his Telegram channel recently recounting the episode, Durov wrote: "I lost my company and my home, but would do it again – without hesitation." "He has to start being more proactive and to find a real solution to this situation, not stay in standby without interfering. It's a very irresponsible position from the owner of Telegram," she said. At the start of 2018, the company attempted to launch an Initial Coin Offering (ICO) which would enable it to enable payments (and earn the cash that comes from doing so). The initial signals were promising, especially given Telegram’s user base is already fairly crypto-savvy. It raised an initial tranche of cash – worth more than a billion dollars – to help develop the coin before opening sales to the public. Unfortunately, third-party sales of coins bought in those initial fundraising rounds raised the ire of the SEC, which brought the hammer down on the whole operation. In 2020, officials ordered Telegram to pay a fine of $18.5 million and hand back much of the cash that it had raised. On December 23rd, 2020, Pavel Durov posted to his channel that the company would need to start generating revenue. In early 2021, he added that any advertising on the platform would not use user data for targeting, and that it would be focused on “large one-to-many channels.” He pledged that ads would be “non-intrusive” and that most users would simply not notice any change. "There are a lot of things that Telegram could have been doing this whole time. And they know exactly what they are and they've chosen not to do them. That's why I don't trust them," she said.
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