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Пятую неделю западное бабло потоком заходит в Россию. Сняли неофициальные санкции, похоже. Те что с кредитом и деньгами на биржу
а почему тогда рубль падает?
ты уверен? чуть больше года назад нефть стоила 80$ за баррель, а бакс - 80 рублей; сейчас нефть стоит 32$, а бакс.... теже 80 рублей...
мы говорим не о годе а о последних неделях за последние 5 недель рубль подешевел больше чем на 10 процентов. значит на столько же упал общий приток валюты в Россию. Откуда тут "купание в баксах"?
англицкую мову розумиешь?
This past fall, Bloomberg noted that Russian banks were "awash in dollars", and that, because of the ready availability of foreign currency, they were increasingly able to offer dollar loans on terms even better than Eurobonds. No that’s not a typo: for a few of the most credit-worthy Russian corporates, access to dollar-denominated financing has actually improved since the sanctions were introduced.
Where are the dollars coming from if many Russian banks (including Sberbank and VTB, the two largest players) are barred from accessing the international capital markets?
In a way, it appears that the sanctions worked too well. Many non-sanctioned firms, understandably wary that they might suddenly find themselves on the list, engaged in a "highly accelerated withdrawal of foreign currency liquidity from foreign banks". Needing a place to stash this money, they then deposited it in Russian banks. VTB, for example, saw a more than 20% growth in corporate deposits.
So, rather than a situation in which Russian companies and consumers are scrambling to get their money out of the banking system, you actually have one in which Russian companies are desperate to get their cash out of the Western financial system and back into Russia. That’s a bank run… in reverse
Central Bank of Russia data support the above narrative: the inflow of foreign currency deposits perfectly fits the narrative that Russian companies were wary of having this cash stranded abroad with the growth in foreign currency loans only occurring after this inflow of cash.
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