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Риком-Траст

19 июл 2022 19.07.2022

#РИКОМ_АНАЛИТИКА

НЕСТАБИЛЬНЫЙ НЕЙТРАЛЬНЫЙ ФОН⚠

Неделя стартует нейтральным фоном. Кроме ожиданий заседания ЦБ, стоит отметить и данные по инфляции, которые будут однозначно влиять на котировки рублевых корпоративных облигаций на этой неделе, поскольку именно они будут проецировать дальнейшие действия Банка России по ключевой ставке уже в ближайшую пятницу, 22 июля.

Факт того, что ✔ключевая ставка будет снижена, никем уже давно не оспаривается; вопрос в величине этого снижения – либо на 0,5%, либо на 0,75%, либо на 1%. Снижение ставки уже заложено в потенциальный активный рост цен облигаций, но вопрос величины этого снижения будет определять дальнейшее положение дел с ценами на долговых рынках.

📌 Продолжение материала и выводы тут

#финансы #инвестор #капитал #доход #брокер #риком

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