Vhiki bond Bond analytics

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Svondo rapfuura raive rakaoma. Paive nezvikonzero zvakawanda zvechokwadi. Pakutanga, hushumiri hwemari hwakaziviswa kuti hunogona kuderedza huwandu hwekukwereta ne 0.5-1 trillion rubles. Gore rino pakati pekukura kwemari isiri-yemafuta. Mushure memavhiki maviri ambure, yez-yebti yaive yakakwana. Ministry of Finance haina kupa mapepa marefu, asi chete nemakore mashanu ekuzivisa nezve 26234 (mari 90 infines 152) uye inflation linker (14 bhiriyoni mukuda 41). Misangano nyowani dziri muchikamu cheUnited States neEU vakauyiswa, uye ivo, sezvatinotarisira, zvaive zvisina basa pamusika. Gare gare, zvisinei, pakanga paine ruzivo kuti zvimwe zvinokanganiswa kubva kuUnited States zvinotarisirwa munguva pfupi iri kutevera, uye musika wakapa chikamu chakakosha chevakambokundwa ndima.

Inflation muRussia inochengeterwa pamwero we12% vhiki yechina mumutsara, iyo yakanyengedzwa na 5.6% y / y. Isu tinotenda kuti iyo yepamusoro yeiyo chiratidzo yatove pedyo uye munguva pfupi inflation ichatanga kudzora.

Vhoriyamu yemari yekutenga kweBhajeti kubva Kurume 5 kusvika Kubvumbi 6 kusvika Kubvumbi Mabhiriyoni ekurukurwa (6,7 bhiriyoni bhuroka. Pazuva remabhiriyoni. Zuva rapfuura

Mukutarisa kwevanoisa mari, mamiriro ezvinhu anoramba achiwedzera kuwedzera kwekudzoka kwechigadzirwa cheAmerica chetema cheAmerica, chakatungamira vhiki rapfuura kuti zvioneke kutengesa mune zvese zvikamu. Chikonzero chekukunda icho chiratidzo che1.6% kusvika kuGore-gore Treature Contrey Commy yaive mhinduro nemusoro weFedwes

Pakupera kwevhiki, Seneti yakatambudza paki yekukurudzira kwemari ne1.9 madhora emadhora, maitiro ayo aive akangotorwa nekuda kwekuvhara kwakakura kwechinyorwa nguva pfupi yadarika.

Mukufunga kwedu, kukura kwechibereko cheEnglature Creatury Condings kunogona kudzora munguva pfupi iri kutevera kana kutendeuka muchiitiko chekupihwa kwetsva dzekutonga nemabhangi kubva kuDeDS. Zvakangodaro, nepo kurasikirwa kukuru kubva mukukura kwetsika dzimba dzinoenderera mberi kutakura chikamu chezvisungo refu zveboka rekudyara, nepo kururamisa muchikamu chezvisungo zvepamusoro zvinotaridzika zvakanyanya zvine mwero.

Evgeny Jorubanist, Portfolio Manager yeAlfa Capital

Verenga zvinyorwa zvepakutanga pane: mari.com

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