russiabond
Il mito, la leggenda.
Tutto a 100
Ca va sans dire...
Ca va sans dire...
Tutto a 100
Ca va sans dire...
Situazione estremamente complessa, tutta piena di tecnicismi.
Ad ogni modo, il pagamento dei TdS passa attraverso la Banca Centrale Russa.
Questi hanno dato mandato di pagamento attraverso i propri fondi in $ congelati all'estero.
Ora la parola spetta all'OFAC che probabilmente negherà l'utilizzo.
Gazprom, viceversa, utilizza propri canali.
Иван Ткачев
@IvanTkachev1
To Russia potential default watchers: today is the date of coupon payment on Eurobonds, and FinMin of Russia instructed Citibank to pay from the frozen dollar reserves of Central Bank of Russia. Finance minister Siluanov said the bank had requested OFAC authorization for this. /1
Russia insists on paying from the frozen reserves, but OFAC general license 9A while permitting dollar debt servicing by Russia’s FinMin in principle, DOES NOT permit using blocked CBR reserves for it. /2
Hard to say exactly how OFAC wants Russia to arrange the payments to bondholders, but I assume US policy goal is that Russia should make further drawdown of its available-for-use reserves (for example, by converting yuan assets into dollars). /3
So, based on existing information and understanding, I assume Russia won't be allowed to pay in dollars today from its blocked reserves.
Whether it would later agree to pay dollars using reserves held under its control or choose to pay in Ruble equivalent is an open question. /4
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Questione molto complessa ...
Come mai questo rialzo?