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Пик по ключевой ставке. Пора покупать длинные ОФЗ? Облигации мощно отскочили

👋 00:00 Все ждали 22 или 23, а дали 21.В длинные ОФЗ залетаем?
👩🏻‍🦱 01:00 В экономике и так все жестко, текущей ставки должно хватить, сказала Эльвира Сахибзадовна, так как темпы роста кредитования резко снизились. Однако, потребуется длинный период удержания, а дальше будут смотреть на эффект.
🏦 03:30 Инфляция все же очень сильно растет, хочется верить, что она замедлится.

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Захаров инвест тг
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Пик по ключевой ставке. Пора покупать длинные ОФЗ? Облигации мощно отскочили

👋 00:00 Все ждали 22 или 23, а дали 21.В длинные ОФЗ залетаем?
👩🏻‍🦱 01:00 В экономике и так все жестко, текущей ставки должно хватить, сказала Эльвира Сахибзадовна, так как темпы роста кредитования резко снизились. Однако, потребуется длинный период удержания, а дальше будут смотреть на эффект.
🏦 03:30 Инфляция все же очень сильно растет, хочется верить, что она замедлится.

продолжение в комментариях

Захаров инвест тг
👉@InvestCommunity

BY InvestCommunity-INVESTINGvideo


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Groups are also not fully encrypted, end-to-end. This includes private groups. Private groups cannot be seen by other Telegram users, but Telegram itself can see the groups and all of the communications that you have in them. All of the same risks and warnings about channels can be applied to groups. WhatsApp, a rival messaging platform, introduced some measures to counter disinformation when Covid-19 was first sweeping the world. The message was not authentic, with the real Zelenskiy soon denying the claim on his official Telegram channel, but the incident highlighted a major problem: disinformation quickly spreads unchecked on the encrypted app. At this point, however, Durov had already been working on Telegram with his brother, and further planned a mobile-first social network with an explicit focus on anti-censorship. Later in April, he told TechCrunch that he had left Russia and had “no plans to go back,” saying that the nation was currently “incompatible with internet business at the moment.” He added later that he was looking for a country that matched his libertarian ideals to base his next startup. Just days after Russia invaded Ukraine, Durov wrote that Telegram was "increasingly becoming a source of unverified information," and he worried about the app being used to "incite ethnic hatred."
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