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🇷🇺Российская промышленность — сигналы ухудшения деловой активности

В феврале индекс обрабатывающей промышленности PMI (выборочные опросы предприятий) снизился до уровня 50,2 (январь: 53,1). Значение выше 50 означает расширение активности.

Инфляционное давление заметно ослабевает.

Мнение bitkogan:
Разовый всплеск января может объясняться авансовыми выплатами бюджета. В дальнейшем ожидаем сохранение слабых темпов роста деловой активности.
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🇷🇺Российская промышленность — сигналы ухудшения деловой активности

В феврале индекс обрабатывающей промышленности PMI (выборочные опросы предприятий) снизился до уровня 50,2 (январь: 53,1). Значение выше 50 означает расширение активности.

Инфляционное давление заметно ослабевает.

Мнение bitkogan:
Разовый всплеск января может объясняться авансовыми выплатами бюджета. В дальнейшем ожидаем сохранение слабых темпов роста деловой активности.
#макро 🔥HOTLINE

BY bitkogan⚡️HOTLINE




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Update March 8, 2022: EFF has clarified that Channels and Groups are not fully encrypted, end-to-end, updated our post to link to Telegram’s FAQ for Cloud and Secret chats, updated to clarify that auto-delete is available for group and channel admins, and added some additional links. Overall, extreme levels of fear in the market seems to have morphed into something more resembling concern. For example, the Cboe Volatility Index fell from its 2022 peak of 36, which it hit Monday, to around 30 on Friday, a sign of easing tensions. Meanwhile, while the price of WTI crude oil slipped from Sunday’s multiyear high $130 of barrel to $109 a pop. Markets have been expecting heavy restrictions on Russian oil, some of which the U.S. has already imposed, and that would reduce the global supply and bring about even more burdensome inflation. "Someone posing as a Ukrainian citizen just joins the chat and starts spreading misinformation, or gathers data, like the location of shelters," Tsekhanovska said, noting how false messages have urged Ukrainians to turn off their phones at a specific time of night, citing cybersafety. Pavel Durov, Telegram's CEO, is known as "the Russian Mark Zuckerberg," for co-founding VKontakte, which is Russian for "in touch," a Facebook imitator that became the country's most popular social networking site. "We're seeing really dramatic moves, and it's all really tied to Ukraine right now, and in a secondary way, in terms of interest rates," Octavio Marenzi, CEO of Opimas, told Yahoo Finance Live on Thursday. "This war in Ukraine is going to give the Fed the ammunition, the cover that it needs, to not raise interest rates too quickly. And I think Jay Powell is a very tepid sort of inflation fighter and he's not going to do as much as he needs to do to get that under control. And this seems like an excuse to kick the can further down the road still and not do too much too soon."
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