Sberbank - Bi-Weekly FICC Strategy - February 3, 2021

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Sberbank

Alexander Golinsky ...

Alisa Zakirova
Ekaterina Sidorova
Mikhail Sheybe
Nikolay Minko
Olga Sterina
Yuri Popov

Bi-Weekly FICC Strategy - February 3, 2021

> Oil: Oil is trading sideways as investors await an uptick in demand.> Ruble: The ruble is still at the mercy of political factors, but it could get a boost from improved risk sentiment in February.> OFZs and ruble rates: Rising inflation is likely to put a permanent halt to the CBR's rate cutting cycle.> FSU sovereign Eurobonds: Demand for higher-yielding issues has been holding up.> FSU corporate and banking Eurobonds: The price dynamics have been mixed against a challenging geopolitical backdrop.

03/02/2021 9 EN

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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.

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Analysts

Alexander Golinsky

Alisa Zakirova

Ekaterina Sidorova

Mikhail Sheybe

Nikolay Minko

Olga Sterina

Yuri Popov

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Bi-Weekly FICC Strategy - February 3, 2021

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Commodities Daily - March 24, 2022

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