Банк России снизил ключевую ставку. Скоро дно? что делать с облигациями?

Telegram channel - https://t.me/+37YIguGt7IxiZDk6 Telegram chat - https://t.me/+_ik3TaqN-xNkYTIy MAX - https://max.ru/zakharov_risk News channel - t.me/rus_bonds_news Today we'll discuss the Bank of Russia's decision to lower the key rate from 14.50% to 14.25% and the rationale behind it. Bonds responded to this decision with a decline, especially long-term OFZs, whose yield rose above 15%. Is it time to move away from risk and reduce duration, or is everything still on track and we're waiting for further key rate cuts? We'll discuss the primary market, whether to participate in it in the current situation, and whether floaters have become attractive again. Be sure to subscribe to my channels so you don't miss anything on the bond market.