Showing posts with label Russian economy. Show all posts
Showing posts with label Russian economy. Show all posts
Saturday, May 9, 2020

9/5/20: Summary of Russian COVID19 Policy Responses

›
Based on the Finance Ministry estimates, Russian COVID19 measures will cost between 1 and 2 percent on GDP to the Russian Exchequer, as re...
Tuesday, January 21, 2020

21/1/20: Inflation and Growth: BRIC 2020

›
Via Danske Bank Research, an interesting chart showing 6-12 months forward expectations for inflation (CPI) and economic growth (GDP) for ...
Thursday, January 16, 2020

15/1/20: Putin's Latest Call Option Buy

›
"Poekhali!" sad Vlad, refraining Yuri Gagarin's famous phrase. And just like, with a sweep of his hand, Mr. Putin has Rem...
Tuesday, January 7, 2020

7/1/20: BRIC Composite PMIs 4Q 2019

›
Composite Global economic activity, as measured by Composite PMI has slowed down markedly in 2019 compared to 2018. In 2018, ave...

7/1/20: BRIC Services PMIs 4Q 2019

›
BRIC Services PMIs have been a mixed bag in 4Q 2019, beating overall Global Services PMI, but showing similar weaknesses and renewed volat...
Sunday, January 5, 2020

5/1/20: BRIC Manufacturing PMIs 4Q 2019

›
As global manufacturing sector activity barely stayed above the recession line in 4Q 2019, BRICs manufacturing PMIs indicated a cautious u...
Tuesday, August 13, 2019

12/8/19: Russian Markets Risk Assessments 2Q 2019

›
Euromoney on Russian markets risk performance in 2Q 2019 with comments from myself and others:  https://www.euromoney.com/article/b1g9cyp...
Saturday, July 13, 2019

13/7/19: Russian v European Dependency Ratios: 1950-2100

›
Doing some numbers crunching on a different project, I just came across this interesting database from the UN showing population projectio...
Tuesday, May 14, 2019

14/5/19: Agent Trumpovich Fails to Deliver... Again...

›
In the months following China's retaliatory introduction of tariffs on U.S. soybean exports, both traditional and social media were ab...
Wednesday, April 10, 2019

10/4/19: Russian Foreign Exchange Reserves and External Debt

›
As recently posted by me on Twitter, here are three charts showing the evolution of Russian foreign reserves and external debt: Rememb...
Thursday, December 6, 2018

5/12/18: BRIC PMIs for November: A Moderate Pick Up in Growth

›
BRIC PMIs are in, although I am still waiting for Global Composite PMI report to update quarterly series - so stay tuned for more later), ...
Tuesday, October 9, 2018

9/10/18: Russian Growth, 'Putin;'s Call' and the Middle Income Growth Trap

›
Quick chart showing relative underperformance in the Russian economy in recent years, incorporating latest 2018 forecasts: The above ...
Friday, August 24, 2018

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

›
Back in September 2017, Fitch (with Russia rating BBB-) estimated that the U.S. sanctions were costing Russia ‘one notch’ in terms of sove...
Wednesday, August 22, 2018

22/8/18: Emerging Markets Risks and International Reserves

›
Emerging markets are at the point of risk contagion these days, with a potential spillover into advanced economies. This brings us back to...
Friday, July 6, 2018

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

›
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, May 18, 2018

17/5/18" Timeline of Russian Growth 1992-2023 (forecasts)

›
I have annotated the timeline of Russia's GDP per capita from 1992 through forecast (IMF) out to 2023 with the inflation dynamics and ...
Saturday, January 6, 2018

6/1/18: Spent 'Putin's Call' Means Growing Pressure for Reforms

›
Some interesting new trends emerging in Russian public opinion as the next Presidential election approaches. State-linked Russian Academ...
Sunday, December 3, 2017

3/12/17: Russian and BRICS debt dynamics since 2012

›
Back in 2014, Russia entered a period of recessionary economic dynamics, coupled with the diminishing access to foreign debt markets. Ever...
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-...
Friday, September 29, 2017

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

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