Showing posts with label Ruble. Show all posts
Showing posts with label Ruble. Show all posts
Monday, November 20, 2017

20/11/17: Russian economic growth slides. Structural issues loom large

›
An interesting view of the Russian economy (as usual) from Leonid Bershidsky: https://www.bloomberg.com/view/articles/2017-11-14/russia-s-...
Sunday, August 13, 2017

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

›
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

›
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

›
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

›
The following is a transcript of my recent briefing on the Russian economy.  This part (Part 3) covers outlook  for ruble and monetary p...
Tuesday, May 17, 2016

16/5/16: 1Q 16 GDP growth and other recent stats on Russian Economy

›
Russian GDP (preliminary estimate) shrunk 1.2% y/y in 1Q 2016, with the rate of contraction in the economy moderating from 3.7% for the fu...
Friday, April 22, 2016

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

›
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

›
Updated version of my Russian markets deck
Saturday, March 19, 2016

19/3/16: Danske’s forecasts for Russia: Mild with little chance of a surprise

›
Danske’s latest forecasts for Russia are out this week. In contrast to 2015 forecasts, Danske is now running a relatively moderately beari...
Tuesday, February 23, 2016

23/2/16: Moody's on Russian Banks & Ruble

›
A recent Moody's report on Russian banks makes an interesting point, linking capital buffers in the banking system to ruble valuations...
Thursday, February 4, 2016

3/2/16: Russian Services & Composite PMI: Poor Start for 2016

›
Russian Services PMI for January 2016 came in with a hugely disappointing reading, falling to 47.1 from already poor 47.8 recorded in Dece...
Tuesday, January 26, 2016

26/1/16: Russian External Debt: Deleveraging Goes On

›
In previous post, I covered the drawdowns on Russian SWFs over 2015 . As promised, here is the capital outflows / debt redemptions part of...
Monday, January 25, 2016

25/1/16: Russian Sovereign Funds: Down, but Not Out, Yet…

›
In the context of 2016 Budget, Russian sovereign reserves dynamics are clearly an important consideration. For example, in his recent stat...
Saturday, January 23, 2016

23/1/16: Russian External Balance 2015

›
At the end of 2015, based on the preliminary estimates of 2015 balance of payments statistics from the Central Bank of Russia, Russian tra...
Sunday, January 10, 2016

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

›
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...
Friday, January 8, 2016

8/1/16: Some CIS Currencies & Westremlin-ised Brains...

›
It is a common meme amongst 'Westremlin' analysts on social media to attribute the massive fall in Russian Ruble over the last 15 ...
Wednesday, January 6, 2016

6/1/16: It's Christmas Eve... and Ruble is Getting Socks...

›
Anyone wondering about Ruble's next move from here:   Source: @Schuldensuehner  should take a look at the third chart here:  ht...
Monday, January 4, 2016

4/1/16: Russian PMI in 4Q 2015: Signalling Continued Weaknesses

›
Having Russian PMIs for December 2015 allows us to take a look at the economy quarterly performance signals. As noted in the previous post...

4/1/16: Russia Services & Manufacturing PMIs: December 2015

›
Russian PMIs are out for December 2015, so here is monthly data reading: Russian Manufacturing PMIs posted a deterioration in sector pe...