"Снижать нельзя оставить!" Где поставит запятую ЦБ в пятницу? || Прямой эфир от 22.07.2026

🔥Friends! This is our traditional broadcast of the program "On the Right Course. Portfolio 2026" – a conversation with professional market participants. ✍️Program Topics: 🇷🇺The Central Bank of the Russian Federation's rate decision this coming Friday. The economy is growing according to Putin, inflation is rising according to Rosstat, inflation expectations have jumped according to the Central Bank, and the Ministry of Finance has had to suspend OFZ purchases until the debt market stabilizes. What will the Bank of Russia decide in this situation at its key meeting on July 24, and how will the economy cope with this until September? 🎙On the line today: Alexey Bobrovsky, Alexey Golubovich, and Alexander Orlov. Subscribe to "On the Right Course" https://clck.ru/338Mmj Sponsor the channel https://clck.ru/338Mnk Read us on Telegram: https://clck.ru/sU2fU VK Group: https://clck.ru/eRuKb RuTube "On the Right Course": https://clck.ru/eRuM5 Support the project: https://clck.ru/eRuJF #economy #ontherightcourse #iran #oil #dollar #euro #ruble #gdp #inflation #currency #news #investments #newseconomy 00:00:00 Program Start 00:03:11 How the economic situation is developing ahead of the meeting 00:05:37 About the stock and debt markets and what decisions to expect from the Central Bank 00:08:00 How a weaker ruble would be a blessing for the market 00:09:54 The market has already priced in extremely negative expectations 00:12:01 What statements will the Central Bank make this Friday 00:14:09 No need to be harsh, because there is no longer any hope for the economy 00:16:30 On the zero forecast power of inflation expectations 00:18:08 The oil market: how sentiment has changed over the week 00:20:03 Rising oil prices and when will the conflict end 00:22:48 Two promising agricultural assets have been named: arguments 00:25:17 How the US is getting Europe hooked on its energy resources 00:27:08 How much does it cost to be the first to know the contents of Trump's posts 00:29:38 What indicators reveal the situation on the oil market 00:32:30 Agricultural commodities and how macro trading laws work 00:35:10 How Trump supports the Americans Farmers 00:37:18 Currently, there is a peak demand for tankers and dry cargo ships 00:39:01 About the time to buy real estate and what awaits "Samolet" 00:41:34 Gas market prospects and how they correlate with oil 00:43:18 How Europe didn't count on hellish heat 00:45:10 Gold sales in Russia are not due to good circumstances 00:47:56 How gold sales will affect its prices 00:49:17 Yen outlook: no trigger for buying yet 00:51:21 Ruble dynamics, yuan prospects, and import problems 00:53:47 Why the euro isn't falling amid current problems in Europe 00:55:02 How likely is a ground operation in the Gulf 00:58:01 Illogical dynamics in the dollar, oil, and precious metals