Инфляция, ключ, ОФЗ и курс: в тумане

We discussed the market and economic situation with our subscribers: the intrigue of the June 19 meeting is less about the key and more about who will chair the press conference. 0:00 – The case of long-term OFZs: yields and the key, the zero-coupon yield curve, expectations and yields, a little about the key and the market 14:30 – Inflation statistics, the Bank of Russia's target trajectory 19:00 – Discussion: the currency situation 35:48 – Discussion: OFZs changing their shoes, what's becoming alarming 1:07:41 – Discussion: the global stagflation scenario Silence and Money on Telegram: https://t.me/silenceandmoney Silence and Money on VK: https://vk.ru/silentmoney All information presented is the personal opinion of the author and discussion participants and does not constitute individual investment advice, a solicitation to buy or sell financial instruments, or to enter into any contracts. The choice of investment objects should reflect personal preferences and risk tolerance. #investments #ofz #ruble