🤔 Больше ничего не забыли? @Полевой

Create: 2025-07-01 Update: 2025-07-09 03:04:02

🤔 Больше ничего не забыли?

📌 Индекс потребительской уверенности ЦБ в июне опустился на уровни конца 2022-начала 2023

📌 Новостной индекс деловой активности от ЦБ (определяет тренды по характеру новостей) в июне был выше средней за 1К25, но исключительно благодаря новостям о крепком рубле, снижении инфляции и росте туризма

📌 Показатели финансовых потоков от ЦБ за 2К25 указывают на стагнацию или даже небольшое снижение, особенно, если скорректировать их на инфляцию

То есть опросы, в целом, скорее в пользу дальнейшего охлаждения к концу 2К25 или, как минимум, опровергают продолжение стабилизации/положительных тенденций апреля

Полевой

📢 Какие сигналы от опросных/оперативных индикаторов? 📌 Про июньский индекс-бизнес климата (ИБК) был комментарий в почтовой рассылке две недели назад, но тут не выкладывал – там получили снижение И К до уровней конца 2022- начала 2023 📌 Но относительно неплохие…

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🤔 Больше ничего не забыли?