Sberbank - Долговые рынки сегодня - 16 апреля 2021

Report

Sberbank

Alisa Zakirova ...

Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Ekaterina Sidorova
Nikolay Minko
Research Team
Rodion Lomivorotov
Yuri Popov

Долговые рынки сегодня - 16 апреля 2021

РЫНОК ВНЕШНЕГО ДОЛГА СТРАН СНГЦены российских суверенных еврооблигаций вчера росли. После падения котировок в начале торговой сессии котировки стали восстанавливаться и по итогам дня длинные выпуски подорожали на 0,4-0,6 п. п. на фоне увеличения объемов торгов. ГОСУДАРСТВЕННЫЕ ЦЕННЫЕ БУМАГИВ ночь на четверг СМИ сообщили, что ожидаются санкции со стороны США в отношении госдолга России, и на открытии вчерашних торгов рост доходности ОФЗ достигал 30 б. п. США объявили новые санкции против первичных выпусков ОФЗ.НОВОСТИ> В марте промышленное производство в России выросло на 1,1%> Новые санкции в отношении российского государственного долга: общий обзор> Новые санкции в отношении российского государственного долга: анализ последствий> Грузия разместила новый пятилетний выпуск еврооблигаций

16/04/2021 47 RU

Provider

Sberbank

Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

See profile

Analysts

Alisa Zakirova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Ekaterina Sidorova

Nikolay Minko

Research Team

Rodion Lomivorotov

Yuri Popov

Other Reports from Sberbank

Ekaterina Usanova ... (+2)

Ekaterina Usanova
Mikhail Krasnoperov

Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

March 24, 2022 March 24, 2022 1 EN

Andrew Keeley ... (+3)

Andrew Keeley
Arthur Cherkesov
Ekaterina Sidorova

Russian Banks - What We Know at This Stage

In this note, we sum up a few thoughts on the current situation for Russia's banks.> Immediate pressure weathered... Since the initial brief depositor panic in late February, deposit flows have stabilized and even turned into net inflows as banks have hiked short-term deposit rates to around 20%, in line with the key rate.> ... and the CBR has experience of crises. The CBR is well versed in supporting the banking system through crises and has already made important moves in providing liquidity and capital forbearance. The banking sector recapitalization that we saw in 2008-09 and 2014-15 is no...

March 24, 2022 March 24, 2022 1 EN

Alisa Zakirova ... (+10)

Alisa Zakirova
Andrew Keeley
Anton Stroutchenevski
Artem Vinogradov
Arthur Cherkesov
Ekaterina Sidorova
Igor Rapokhin
Olga Sterina
Research Team
Rodion Lomivorotov

Debt Markets Today - March 24, 2022. Ruble Settlement for Gas, Russian Weekly Inflation, Severstal Unable to Pay Coupon on Eurobond

CIS EUROBOND MARKETThe Eurobond market remained inactive yesterday.GOVERNMENT DEBTYesterday saw a correction in the OFZ market, with yields rising 20-40 bps. This was actually a fairly modest move given how volatile things have been recently (yields dropped 250-300 bps on Monday-Tuesday, after the market reopened). Most of the OFZ curve closed in the 13.5-16.0% range. Trading volumes continued to gradually recover, reaching R13.5 bln yesterday on the Moscow Exchange. Still, that is only around half of the average seen over January and the beginning of February.STORIES> "Unfriendly" countries t...

March 24, 2022 March 24, 2022 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Долговые рынки сегодня - 16 апреля 2021

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Debt Markets Today - March 24, 2022. Ruble Settlement for Gas, Russian Weekly Inflation, Severstal Unable to Pay Coupon on Eurobond

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe