17-June-2024 Monday
Inflation at the beginning of June still exceeds the rate of last year. Recalculation of May inflation is a pain for the regulator, the numbers are much higher
10-June-2024 Monday
Inflation cannot be stopped in May; the monthly recalculation will be even higher. Beginning of June, the dynamics are still the same, but the regulator left the rate unchanged!
10-May-2024 Friday
Inflation accelerated in early May, which was expected. Annual inflation exceeded 7.8%; it is not clear how to reach the regulator’s target of 4.3-4.8%.
30-April-2024 Tuesday
Inflation in April - the monthly rates of last year will definitely be exceeded; we are unlikely to reach the regulator’s final goal for inflation!
24-April-2024 Wednesday
The Ministry of Finance will fill the debt market with only classics, the share of floaters in the regulator’s portfolio is 50%, and this is a risk for the budget
23-April-2024 Tuesday
Inflation in mid-April - the pace has accelerated, we are unlikely to meet the regulators’ target, there are too many pro-inflationary factors
12-April-2024 Friday
Recalculation of monthly inflation for March - the rate has decreased. At the beginning of April, inflation accelerated, the demand for household services and the collapse are not asleep
08-April-2024 Monday
The Ministry of Finance continues to fill the debt market with classics and wants to borrow a record amount this year. OFZ yields are already at March 2022 levels
05-April-2024 Friday
The weekly inflation in March was encouraging, but we must wait for the monthly recalculation by the regulator, because there are many pro-inflationary factors!
28-October-2023 Saturday
The Bank of Russia has tightened monetary policy due to accelerated inflation, let’s figure out how this will affect individual sectors, instruments and issuers?
23-October-2023 Monday
In September, it seems that the peak of inflation has passed, October gives hope for a decline, but there will still be a tightening of the monetary policy!
