Finrange.com | Дмитрий Баженов | United States America (US)

Create: 2025-07-03 Update: 2025-07-09 20:52:06

💭Мысли по рынку: Набиуллина, Трамп, Путин

Рынок оживился после объявления телефонного разговора между Путиным и Трампом в 17:00 по мск.

Трамп подтвердил предстоящий разговор. Более того, стало известно, что он планирует завтра телефонный разговор с Зеленским.

Возможно, планируется обсуждение третьего раунда переговоров, о котором говорили неделями ранее.

На этом фоне рынок может показывать силу. Трамп сегодня традиционно накинет позитива, а завтра выйдет Песков около 12 часов и остудит пар и мы можем снизиться.

Посмотрим, я скептически отношусь к этому. Куда важнее сегодняшний сигнал от главы ЦБ о снижении ключевой ставки на ближайшем заседании 25 июля. Более того, будет пересмотрен прогноз по инфляции и ключевой ставки.

Тем временем, индекс МосБиржи консолидируется около 2835 пунктов. Пока, я больше склоняюсь к росту в сторону 2900 пунктов. #Мысли

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С уважением, Дмитрий! Основатель сервиса по анализу акций Finrange!

Finrange.com | Дмитрий Баженов

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💭Мысли по рынку: Набиуллина

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