Рынок: главные итоги II квартала 2026 года

✅ AVO Investors Association https://t.me/Bondholders ✅ Konstantin Novik's Channel https://t.me/silenceandmoney ✅ Alexander Rybin's Channel https://t.me/marythebond ✅ Artem Tuzov's Channel https://t.me/tuzov_invest Second Quarter 2026 Results Alexander Rybin, Konstantin Novik, and Artem Tuzov summarize the results of the first half of 2026. 00:00:00 Introduction and quarterly results 00:01:22 Real estate analysis 00:04:17 Bonds and linkers 00:11:42 The impact of new factors on inflation 00:13:41 Analysis of linker and OFZ dynamics 00:17:36 Comparison of dynamics of various assets 00:19:03 Rate forecast 00:19:56 Pessimistic scenario and the key rate 00:21:48 Risks of a sharp rate cut 00:29:57 Factors influencing the rate 00:30:56 Changing views on the rate 00:31:58 Approach to investing in bonds 00:32:56 Strategies for investing in long OFZs 00:33:53 Budget indicators and deficit 00:36:42 Budget outlook and NWF 00:37:45 Advantages of Floaters 00:40:28 Risks of Floaters and Their Liquidity 00:44:59 Long-Term Inflation and Its Consequences 00:45:56 Diversification and Long-Term Investments 00:48:15 Analysis of Market Spreads 00:51:15 Historical Spread Trends 00:54:01 The Influence of the Central Bank and Banks on the Market 00:56:56 Spread Prospects 00:58:02 Market Prospects 00:59:54 Market Uncertainty 01:00:46 Investor Adaptation 01:01:45 Bank Problems and Spread Widening 01:02:43 Possibility of Spread Narrowing 01:04:47 Purchase of GTLK 01:13:37 Year-End Results for Bond Holders