#Дефляция

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Алексей Марков

14.08.2023

Диснею 100, в Китае дефляция, аренда растёт, мама с дочкой в космосе

📈 И опять индекс Мосбиржи выдал +2% на фоне падения S&P. Правда, в долларах, конечно, ничего хорошего не происходит. Лучше всего опять показал себя портфель Хулиакций (+2.5%) , но и все остальные публичные портфели в плюсе. ЗЛО наконец-то прибавило больше БУХЛА за счёт золота (+4% и Лучка (+3%) . Хотя у Пятёрочки +4% — тоже неплохо, но Русагро и…

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Probonds | Иволга Капитал

1.09.2022

Дефляция должна дать российской экономике шанс

Дефляция запускает волну. Обратившись к привычной иллюстрации, видим, насколько быстрее в сравнении с 2015-16 годами корректируется годовая инфляция на этот раз (за счет летнего снижения цен годовой их прирост опустился до 14,3%). И видим, что Банк России снижает ключевую ставку не менее активно, чем повышал. Тоже отличие от предыдущего кризиса,…

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