俄罗斯卢布兑美元汇率为79,停止了7月早些时候触及的两年高点76.8的反弹,当时俄罗斯央行预计利率会降低。央行将利率下调200个基点至18%,并表示今年可能适合再次降息以刺激经济增长,因为实际利率仍然是全球最高的。尽管如此,由于克里姆林宫的资本管制,人民币今年迄今仍上涨了40%。莫斯科的新规定要求公司在2026年4月之前出售40%的收益,尽管克里姆林宫表示公司正在出售70%的收益。与此同时,俄罗斯经济放缓和西方制裁继续阻碍国内企业进口商品和服务,给国内硬通货需求带来压力。与此同时,欧盟的新制裁计划针对了更多一直在运输俄罗斯能源的俄罗斯银行和影子油轮,同时降低了以低于市场价格15%的价格购买俄罗斯石油的上限。
The Russian ruble was at 79 per USD, halting the rally that topped at two-year highs of 76.8 touched earlier in July amid the outlook of lower rates by the CBR. The central bank cut its rate by 200bps to 18% and signaled that another cut may be appropriate this year to stoke growth, as real rates remain among the highest globally. Still, the currency remained 40% higher year-to-date due to capital controls by the Kremlin. Moscow's new mandate has companies selling 40% of proceeds until April 2026, although the Kremlin has stated that firms are selling 70% of their earnings. In the meantime, the slowing Russian economy and sanctions from the West continued to prevent domestic businesses from importing goods and services, pressuring domestic demand for hard currency. Meanwhile, the EU's new sanctions package targeted more Russian banks and shadow tankers that have been transporting Russian energy, while lowering the cap to buy Russian oil at 15% below market price.