Showing posts with label Central Bank of Russia. Show all posts
Showing posts with label Central Bank of Russia. Show all posts
Friday, August 24, 2018

24/8/18: Moscow's Fiscal Resilience in the Headwinds

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Back in September 2017, Fitch (with Russia rating BBB-) estimated that the U.S. sanctions were costing Russia ‘one notch’ in terms of sove...
Friday, July 6, 2018

6/7/18: Central Bank of Russia Injects Capital in Three Lenders, Continues Sector Restrcturing

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Reuters reported ( https://www.reuters.com/article/russia-banks/russian-c-bank-says-to-deposit-2-8-bln-at-otkritie-trust-and-rost-idUSR4N1...
Friday, September 29, 2017

28/9/17: Pimco on Russian Economy: My Take

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An interesting post about the Russian economy, quite neatly summarising both the top-line challenges faced and the resilience exhibited to...
Sunday, August 13, 2017

12/8/17: Some growth optimism from the Russian regional data

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An interesting note on the latest data updates for the Russian economy via Bofit. Per Bofit: "Industrial output in Russian regions...
Friday, April 28, 2017

28/4/17: Russian Economy Update, Part 4: Aggregate Investment

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The following is a transcript of my recent briefing on the Russian economy.  This part (Part 4) covers outlook  for aggregate investment ...

28/4/17: Russia Cuts Headline Rate by 50bps

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Bigger than forecast move by the Russian Central Bank to cut rates (down 50bps against consensus - and my own - forecast of 25bps cut) sig...
Thursday, April 27, 2017

27/4/17: Russian Economy Update, Part 3: Ruble and CBR Rates

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The following is a transcript of my recent briefing on the Russian economy.  This part (Part 3) covers outlook  for ruble and monetary p...
Friday, April 22, 2016

22/4/16: Russian Economy: Renewed Signs of Pressure

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Earlier this week, I posted my latest comprehensive deck covering Russian economy prospects for 2016-2017 (see here: http://trueeconomics.b...
Thursday, April 21, 2016

20/4/16: Russian Deck Update: April 2016

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Updated version of my Russian markets deck
Sunday, January 10, 2016

10/1/16: Russian Banks: Licenses Cancellations Galore

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Why Russian Central Bank’s chief Elvira Nabiullina deserves title of the best central banker she got in 2015? Why, because she sticks to h...
Saturday, December 5, 2015

5/12/15: Ruble converging to Urals... at last

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After some strengthening in the second half of November, Russian Ruble continues to re-align with oil prices: With current levels of U...
Wednesday, October 28, 2015

28/10/15: Russian Economy Update: Consumption and Debt

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Updating Russian stats: September consumption and deleveraging: bigger clouds, brighter silver lining.  In basic terms, as reported by B...
Saturday, August 15, 2015

15/8/15: Russian External Debt: Big Deleveraging, Smaller Future Pressures

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Readers of this blog would have noted that in the past I referenced Russian companies cross-holdings of own debt in adjusting some of the ...
Tuesday, August 11, 2015

11/8/15: Russian 2Q growth: beating forecasts on the wrong side

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With apologies for a slight delay (I am actually away from work these weeks), here is a quick update on Russian 2Q 2015 GDP figures. Tho...
Monday, June 15, 2015

15/6/15: CBR Cuts Rates to 11.5% in Hope of Lifting Sagging Investment

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Central Bank of Russia cut policy rate to 11.5% today from 12.5%, undershooting markets expectation for a 150bps cut to 11.0%. The move wa...