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Apparently upbeat developments in Russia's discussions with Ukraine helped at least temporarily send investors back into risk assets. Russian President Vladimir Putin said during a meeting with his Belarusian counterpart Alexander Lukashenko that there were "certain positive developments" occurring in the talks with Ukraine, according to a transcript of their meeting. Putin added that discussions were happening "almost on a daily basis." 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. In the past, it was noticed that through bulk SMSes, investors were induced to invest in or purchase the stocks of certain listed companies. Although some channels have been removed, the curation process is considered opaque and insufficient by analysts. "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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Alexcouncil⚡Канал про IT продукты и около.
Автор: Леша Арефьев @alexaref
Путь: CPO More.tv, Ex-CPO Столото, Ex-PO Tele2, Ex-PO Москва24.
Преподаю продуктовый менеджмент в ВШЭ и Skillbox. Консультирую по продуктам, процессам, командам.
Автор: Леша Арефьев @alexaref
Путь: CPO More.tv, Ex-CPO Столото, Ex-PO Tele2, Ex-PO Москва24.
Преподаю продуктовый менеджмент в ВШЭ и Skillbox. Консультирую по продуктам, процессам, командам.
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