Фондовый рынок

Budget expenditures.

Воронноров — Wed, 12 Aug 2026 07:19:58 GMT

Budget expenditures are slowly decreasing to 14.5% year-on-year.

Thus, the Central Bank's key rate has little chance of rising.

Воронноров — Fri, 07 Aug 2026 03:03:09 GMT

Norilsk Nickel has slightly improved its financial results.

The possibility of payments to shareholders is approaching 10 rubles per share per year.

The stock market is experiencing this fact too stormy.

Воронноров — Thu, 06 Aug 2026 14:24:12 GMT

The M2 monetary aggregate remains at 13%.

The volume of cash is actively growing, the liquidity of banks is falling.

Воронноров — Fri, 31 Jul 2026 07:22:31 GMT

The US budget expenditures are now quite modest, and the problems with inflation will not be too acute.

Воронноров — Wed, 29 Jul 2026 07:22:43 GMT

This is about how the market's opinion changes depending on the time and the key rate when estimating the price of OFZ 26252.

Previously, the market estimated the price as the yield to maturity.

But now it is estimated as a coupon cash flow.

Risks are being reassessed.

Воронноров — Thu, 16 Jul 2026 08:16:10 GMT

Budget expenditures remain at the high average level.

Inflation and the Central Bank's key rate will follow suit.

Воронноров — Thu, 09 Jul 2026 07:28:16 GMT

The M2 monetary aggregate is approaching the average of 14%.

Figure 1.

Cash has aggressive growth.

Figure 2.

Воронноров — Thu, 09 Jul 2026 07:04:24 GMT

Weekly inflation returns to the previous level.

Воронноров — Mon, 06 Jul 2026 08:46:03 GMT

ECB is briskly reducing reserve assets, and this strengthens the euro.

Воронноров — Thu, 25 Jun 2026 15:01:39 GMT

Weekly inflation does not shift from the average of 7-8%.