⚡️ Доска опрокинута: на завтрашних аукционах будут предложены ОФЗ-26207 и ОФЗ-26244. Таким образом, ОФЗ-26244 будет размещаться вторую неделю подряд
🔄 На прошлой неделе Минфин решил прекратить упорядоченную ротацию коротких выпусков, а на этот раз подошел конец предсказуемости предложения долгосрочных бенчмарков. С небольшими оговорками порядок ротации был незыблем на протяжении полугода
🎲 Случайная ротация длинных бумаг – интересное решение, поскольку оно будет усложнять практику открытия коротких позиций под предстоящие аукционы. Главная опасность -- получить повышенную нагрузку по всей кривой
⚠️ Окончательным триггером могла послужить атака на ОФЗ-26243, который рухнул в цене на 0,6 пп на старте торгов прошлого четверга
📈 За менее чем через час после объявления параметров аукционов ОФЗ-26243 вырос в цене на 0,2 пп на оборотах около 0,5 млрд руб., тогда как через ОФЗ-26244 прошли сделки почти на 2,0 млрд руб., обрушившие цену на 0,3 пп
EMCR NEWS: INSTRUCTIONS
How to Join EMCR News Discussions
The
EMCR News - feed is akin to the Bloomberg news line. In it, you will find the latest financial news, along with associated comments and discussions from professional analysts.
To not miss anything - read the full EMCR News feed on the EMCR website through a desktop or a pinned browser window on the "home" screen of your phone.
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We can include the most interesting of your posts or all of your content in the EMCR News feed depending on its quality and topic. You will also be able to participate in news discussions and link your posts in long thematic threads.
Participating in EMCR News discussions and linking your posts to threads.
To comment on some news, copy the link to it
from the source Telegram channel and paste it in your comment or
make a repost of the news from the source channel in your own channel and give your comment as a reply to this repost
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EXAMPLE
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