Doris

On October 23, budget revenues are lower than they were on October 22? A very strange situation.

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If it's true that taxes are due 1.5 months ahead of schedule, the situation is worse than we think.
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kompromat1.online/articles/352...

Türkiye will most likely replace Russian oil with Iraqi oil.

I agree with the author of the article that public debt should be viewed from the perspective of the share of debt service costs in a given year's budget. I am very curious to see how this indicator will develop this year.

On X as well.

amazing 😍

In the film, everyone looks as if they are at a funeral. Elwira had a sullen expression on her face. A priceless sight.

‘Good’ news from the Russian regions

kompromat1.online/articles/347...

Are they preparing for an outflow of deposits ahead of Friday's Central Bank decision on interest rates? 🤔

Thank you for your comprehensive answer. 🤗

Very interesting article.

Prune... what do you think? Isn't the forecast for debt servicing costs (OFZ only) for 2025, at 3.2 trillion rubles, too optimistic?

Only the "POO" master forgot one thing: it's not about the size of the debt, but about the cost of servicing it, which could cost the Russian budget 10%.

If we carefully read the ENTIRE statement, it's hard to disagree:
- monetary policy has been eased,
- the national currency will weaken to 95 rubles per US dollar, and - commodity prices will rise.

😂

I think the real problem may be a loss of liquidity. If a large company has liquidity problems, it spills over to smaller contractors... the dominoes begin to fall.

I think it's called insolvency... meaning the Russian state would become bankrupt, like in 1998... "The Great Troubles." 👍

Japan is one of the greatest military powers in the world.

And to complicate matters, it's important to remember that Japan never concluded a peace treaty with Russia after World War II, only a Declaration. Therefore, it can be assumed that they are in a state of war.

Furthermore, Japan is arming itself despite its formal pacifism. Today,

they will want to develop their own nuclear weapons.

If such a mental shift is occurring in Japan, perhaps it will also apply to the Kuril Islands. If there's a will, they will change their Constitution.

I don't know what their attitudes are towards these islands now. Generally, I've only heard that the Japanese attitude towards migrants is currently changing, despite the relatively small number of them.

There are also voices that if Trump leaves Japan,

Article 9 of the Japanese Constitution is a clause prohibiting war as a means of resolving international disputes involving a state, and that's how the Japanese understood it, at least until recently. The Kuril Islands were a non-issue among the Japanese.

True, Japan claims the right to four islands, but on the other hand, Japan formally does not have a military, but rather a defense force. The ban on having an army is regulated by the Japanese pacifist constitution,

They only offer fixed-rate bonds. I'm convinced they expect inflation to explode next year.

Putin was eager to declare success, meaning the signing of the Power of Siberia 2 agreement. The truth is, China did not agree to Russia's terms. Russia will bear the costs of the investment, and most likely the Chinese will build it, meaning China will earn the money.

SVO

as quickly as possible, before the Russians regain their composure and find a way to counter Ukrainian drones.

part of Russia. Transport alone will be a significant challenge. Road transport, thousands of kilometers long, will increase costs and still not meet fuel demand.

If Ukrainian attacks are to have a tangible effect, the Ukrainians must make every effort to deliver the maximum blow

even considering that 82% of production capacity was being used before the attacks in Russia. It's safe to assume that this spare 18% of production capacity will also be partially eliminated. The refineries that are safe are located beyond the Urals and will have to produce for the European

Let's do the math:
If Ukraine eliminates 20% of its processing capacity within a month, and Russia rebuilds it at a rate of 5% per month, then the next 2-3 months will eliminate approximately 45% of fuel production. This is enough to destabilize the Russian economy,