俄罗斯10年期OFZ的收益率再次降至15%以下,远离早些时候达到的13年高点。卢布兑美元汇率已升至89左右,为四个月来的最高水平,这得益于高利率、国家外汇销售和资本管制。这一升值使俄罗斯央行在周五即将做出的决定上有了更大的灵活性。尽管出现了这些事态发展,但收益率仍处于历史高位,因为俄罗斯中央银行之前的会议记录表明,利率可能需要保持不变,由于宏观经济和地缘政治的不确定性,进一步加息的可能性仍在讨论中。
The yield on the Russian 10-year OFZ declined again to below the 15% level, moving away from the 13-year highs reached earlier. The ruble has strengthened to around 89 per USD, its highest level in four months, bolstered by high interest rates, state forex sales, and capital controls. This appreciation gives the Central Bank of Russia more flexibility for its upcoming decision on Friday. Despite these developments, the yield remains historically high, as previous minutes from the Central Bank of Russia's meeting indicated that interest rates might need to stay unchanged, with the possibility of further hikes still on the table due to macroeconomic and geopolitical uncertainties.