Here is the OFZ forecast as of today
Here is the updated OFZ auction results table. minfin.gov.ru
Here is the update volumes of bonds table. minfin.gov.ru
Switching to the accounting coordinates to measure their goal progress Less than 70 billion towards a 2.45 trillion ruble goal. Just 10 auction days left.
Remember: We’re tracking their goal for OFZ, but you shouldn’t assume that their goals/plans are good ones, or that it’s a sign of success if they achieve them. There’s only one coupon payment due this week.
Here’s where you can find the banking liquidity data for my next table.
Here is my updated Banking liquidity table, with column 2 sorted in descending order going back to the beginning of 2022. The red values are the month after the 2022 invasion. Purple is October 2026 Orange is September 2026 Yellow is August 2026 (it’s getting worse)
Here is the Russian Government Bond Index. It is up a bit but it seems to be continuing to fall back down again. investing.com
I’ll pause here until the new bond curve gets published. Here is the curve.
Here are my updated graphs. Data Source: cbr.ru
The next Russian Central Bank Meeting is scheduled for the end of next week. That means the Central Bank needs to say whatever they’re going to say THIS week. We’ll find out tomorrow what the Ministry of Finance plans at auction this week and we’ll see if there are any REPO surprises from the Russian Central Bank. It will get worse ~ The End ~ Whoopsie!
I believe you linked Friday's curve here. Thanks so much for these updates, you're the GOAT.
Here’s the curve