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  • Alfa Bank
  • E.Gavrilenkov and A.Kudrin
  • E.Gavrilenkov and A.Kudrin
  • Goldman Sachs Asset Management
  • Promsvyazbank
  • Raiffeisen Bank
  • Region BC
  • ROSBANK
  • URALSIB Capital
  • Veles Capital
  • VTB Capital
  • Adamant Capital (Ukraine)
  • AgaNola
  • AK BARS Bank
  • Alfa-Bank Ukraine
  • Alfa-Capital
  • Ashmore Investment Management
  • Banca IMI
  • Banca Monte Dei Paschi Di Siena
  • Banca Nazionale del Lavoro (BNL)
  • Bank Saint Petersburg
  • BCC Invest
  • BCS Global markets
  • Bondcritic Limited
  • Bondybox
  • Cbonds EM
  • Cbonds Group
  • Cbonds Research
  • Cbonds Review
  • Cbonds-Ukraine
  • Centras Securities
  • Centre of Development Institute
  • CoLTI
  • Commerzbank
  • Concorde Capital
  • Development Bank of the Republic of Belarus
  • DNB ASA
  • Eavex Capital
  • Emirates NBD
  • EMPP
  • Erste Group
  • EXIAR
  • Finance Ministry of Ukraine
  • Fincastle
  • First Heartland Jysan Invest
  • FUIB
  • Gazprombank
  • GLOBEXBANK
  • Halyk Finance
  • Hong Leong Bank
  • IC RUSS-INVEST
  • ICU
  • IFC Solid
  • IG UNIVER
  • Investcafe
  • Ivolga Capital
  • Janney
  • Kazakhstan Stock Exchange
  • Kazkommerts Securities
  • KIT Finance
  • Kyrgyz Stock Exchange
  • Lianhe Ratings Global
  • Marzotto SIM
  • Maybank
  • Ministerio de Economia y Finanzas
  • MPS Capital Services
  • Nordea Bank
  • NPF Blagosostoyanie
  • OCBC
  • Otkrytie Brokerage House
  • Pivdenny Bank
  • PrAT KINTO
  • Price Center «Cbonds Valuation»
  • Promsvyaz, Ltd.
  • Raiffeisen Bank Aval
  • Raiffeisen Capital Asset Management Company
  • RANEPA
  • Renesource Capital
  • Republic of Turkey Prime Ministry Undersecretariat of Treasury
  • Risk Management Institute
  • RUSIPOTEKA
  • Russian Agricultural Bank
  • Sberbank (Ukraine)
  • Sberbank Asset Management
  • Septem Capital
  • Simgest
  • SP Advisors
  • Tengri Capital
  • The Center for Macroeconomic Analysis and Short-term Forecasting
  • The National Bank of Republic of Belarus
  • Tradeweb
  • UkrSibbank
  • UniCredit
  • UniService Capital
  • World Bank
  • Zerich Capital Management
  • Российский экономический университет
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Source Research
22 październik 2019
Hong Leong Bank Fixed Income Daily Market Snapshot
Hong Leong Bank Daily Market Watch
OCBC Asian Credit Daily
OCBC Daily Treasury Outlook
DNB ASA Daily Macro Brief
21 październik 2019
Erste Group Poland Weekly Focus | Did FX market overreact?
Janney Fixed Income Daily Market Commentary
Ashmore Investment Management Weekly investor research
UniCredit 7 P.M.
UniCredit Morning Meeting
Eavex Capital Ukraine Fixed Income Weekly (Oct. 21, 2019)
Banca IMI Listini positivi, focus sulle trimestrali europee
Banca IMI Settimana dei Mercati - 21.10.2019
Alfa-Bank Ukraine Latest developments in Ukraine (18 October 2019)
Erste Group Poland | Instant Comment
Eavex Capital Ukraine Market Monitor (Oct. 21, 2019)
Banca Nazionale del Lavoro (BNL) Il Morning Call Daily
MPS Capital Services Daily Market Strategy
ROSBANK Café et Croissant. Russian Daily
Goldman Sachs Asset Management Global Fixed Income Weekly
DNB ASA Daily Macro Brief
OCBC Asian Credit Daily
OCBC Daily Treasury Outlook
Hong Leong Bank Fixed Income Daily Market Snapshot
Hong Leong Bank Daily Market Watch
18 październik 2019
Janney Fixed Income Daily Market Commentary
UniCredit 7 P.M.
Banca IMI Mercati in attesa del voto del Parlamento su Brexit
Banca IMI Apertura debole per i mercati
E.Gavrilenkov and A.Kudrin Sovereign Debt: OFZ Rally is a Problem for the Finance Ministry
Description
The OFZ market rallied a lot in the first half of October and as of now the whole yield curve is traded below the CBR key rate. A rapid disinflation is not only making investors bullish on the ruble interest rates, but also pushing the CBR to revise its macroeconomic forecasts out of schedule. Next year the regulator may also revise its longer-term inflation target and “neutral” range for the key rate. Markets are likely to start to price in these events already this year, which may move the yield curve significantly lower as supply remains limited. If so, OFZs may lose their shine and the Finance Ministry may face problems with the execution of the borrowing program in 2020. To avoid it, the government could revise fiscal rule and decrease the amount of OFZ issuance, which will by all means be positive for the ruble sovereigns market.
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