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Годовые числа – всегда запаздывающий индикатор

👆На графиках показываем секторальный ВВП в уровнях с поправкой на сезонный и календарный факторы

• По нашим оценкам, текущие темпы ВВП в 2к24 замедлились примерно вдвое в сравнении с 1к24 – до 2% SAAR*

• Это замедление в большой степени могло быть связано с факторами со стороны предложения, а не спроса – дефицитом рабочей силы, проблемами с логистикой и расчетами, сделкой ОПЕК+

* С поправкой на сезонный и календарный факторы в пересчете на год

@xtxixty



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Годовые числа – всегда запаздывающий индикатор

👆На графиках показываем секторальный ВВП в уровнях с поправкой на сезонный и календарный факторы

• По нашим оценкам, текущие темпы ВВП в 2к24 замедлились примерно вдвое в сравнении с 1к24 – до 2% SAAR*

• Это замедление в большой степени могло быть связано с факторами со стороны предложения, а не спроса – дефицитом рабочей силы, проблемами с логистикой и расчетами, сделкой ОПЕК+

* С поправкой на сезонный и календарный факторы в пересчете на год

@xtxixty

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Official government accounts have also spread fake fact checks. An official Twitter account for the Russia diplomatic mission in Geneva shared a fake debunking video claiming without evidence that "Western and Ukrainian media are creating thousands of fake news on Russia every day." The video, which has amassed almost 30,000 views, offered a "how-to" spot misinformation. The perpetrators use various names to carry out the investment scams. They may also impersonate or clone licensed capital market intermediaries by using the names, logos, credentials, websites and other details of the legitimate entities to promote the illegal schemes. 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. 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. In the past, it was noticed that through bulk SMSes, investors were induced to invest in or purchase the stocks of certain listed companies.
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