俄罗斯央行储备从之前的6327亿美元降至6208亿美元。俄罗斯央行储备从之前的6327亿美元降至6208亿美元

Russia Central Bank Reserves $ declined to $620.8B from previous $632.7B.Russia Central Bank Reserves $ declined to $620.8B from previous $632.7B

10年期俄罗斯自由贸易区收益率为15.8%，自10月下旬触及16.9%的两年多来高点以来大幅下跌，并追随其他俄罗斯资产的反弹，因为市场为唐纳德·特朗普当选美国总统后俄罗斯地缘政治挑战的潜在变化做好了准备。押注美国共和党可能放松对乌克兰军队对俄罗斯的资金支持，并在俄罗斯金融市场对莫斯科实施新的制裁，这促使投资者大量购买俄罗斯长期固定收益证券。尽管如此，10年期自由贸易区的收益率自年初以来仍高出3.6个百分点。央行在10月份的会议上将其关键政策利率上调至21%的历史新高，这是有史以来的最高水平，也高于市场对短期上调至20%的预期。该行还指出，扩张性财政政策也导致了通胀压力，部分资金来自大量的OFZ发行。

The yield on the 10-year Russian OFZ was at 15.8%, declining sharply since touching the over-two-year high of 16.9% in late October, and tracking the rally in other Russian assets as markets positioned for potential changes in Russia’s geopolitical challenges following the election of Donald Trump for US President. Bets that the US Republican Party could ease funding of the Ukrainian army against Russia, and be less restrictive with new sanctions on Moscow on Russia’s financial market, drove investors to pile on long-dated Russian fixed-income securities. Still, the yield on the 10-year OFZ was 3.6 percentage points higher since the start of the year. The central bank raised its key policy rate to a record high of 21% in its October meeting, the highest on record, and above market expectations of a shorter increase to 20%. The bank also noted that expansionary fiscal policy also contributed to inflationary pressures, partially financed through ample OFZ issuing.

2024年第三季度，俄罗斯的国内生产总值比去年同期增长了3.1%，这是自2023年第一季度以来最慢的增长，因为2022年俄罗斯入侵乌克兰后，西方制裁引发的俄罗斯经济危机的基础效应减弱。经济放缓的另一个原因是，随着经济放缓，俄罗斯最大的贸易伙伴中国对商品的需求下降。这一数字高于财政部预测的2.9%的增长，略低于央行预测的3.2%的增长。

Russia's GDP expanded by 3.1% from the corresponding period of the previous year in the third quarter of 2024, the slowest expansion since the first quarter of 2023, amid waning base effects from Russia's economic crisis triggered by Western sanctions after the country's invasion of Ukraine in 2022. The slowdown was also due to lower demand for goods by China, Russia's largest trade partner, as its economy slows. The figure was above the Ministry of Finance's estimate of a 2.9% expansion, and slightly below the central bank's forecast of a 3.2% growth.

2024年10月，俄罗斯的年通货膨胀率连续第二个月降至8.5%，为5月以来的最低水平，略低于9月的8.6%。分析师此前预计该指数将稳定在8.6%。尽管如此，通货膨胀率仍远高于CBR 4%的目标。食品价格增长略有放缓（9月份为9%对9.2%），其中水果和蔬菜（13.5%对14%）和非食品产品（6.5%对6.6%），而服务价格加速（9.7%对9.5%）。按月计算，10月份消费者价格指数上涨0.8%，高于上月的0.5%，但略低于市场预期的0.9%的涨幅。

The annual inflation rate in Russia fell for the second month to 8.5% in October 2024, the lowest since May, down slightly from 8.6% in September. Analysts had expected it to remain steady at 8.6%. Still, inflation stands well above the CBR’s target of 4%. Price growth slowed marginally for food (9% vs 9.2% in September), of which fruit and vegetables (13.5% vs 14%) and non-food products (6.5% vs 6.6%), while service prices accelerated (9.7% vs 9.5%). On a monthly basis, consumer prices rose by 0.8% in October, up from 0.5% in the prior month but slightly below market estimates of a 0.9% increase.