Page 3 - RusRPTSept22

Table of contents
1.0 Executive summary
2.0 Politics
2.1 The CBR publishes a gloomy monetary policy outlook
2.2 Russia’s economy doing surprisingly well - for now
2.3 Russia crude exports to India & China peaked
2.4 Qatar to boost LNG production but that won't help Europe until after 2025 2.5 Russia cuts off oil exports via Ukraine’s Druzhba pipeline
2.6 “Yuanization” of Russian economy continues as volumes of yuan trading on the Moscow Exchange rises
2.7 China and India buy Russian oil
2.8 Why do Russians support the war?
2.9 Visa ban on Russians entering Europe under discussion
2.10 CBR publishes gloomy near-term economic outlook
2.11 Russia’s IT labour market in turmoil
2.12 Russia’s MinFin mulls yuan bond issue
2.13 Putin told Scholz Belarus and Ukraine should not be countries 2.14 Putin & government’s popularity
2.15 Politics - misc
2.16 Polls & Sociology
3.0 Macro Economy
3.1 Macroeconomic overview 3.2 Macro outlook
4.0 Real Economy
4.1 Industrial production 4.2 Inflation
4.2.1 CPI dynamics
4.2.2 PPI dynamics
4.3 Industrial sectors and trade
4.3.1 Producers PMI
4.3.2 Corporate profits dynamics 4.5 Labour and income
4.5.1 Labour market, unemployment dynamics 4.5.2 Income dynamics
4.5.3 Retail sector dynamics
5.0 External Sector & Trade
5.1 External sector overview 5.2 Balance of payments
5.2.1 Import/export dynamics
3 RUSSIA Country Report September 2022
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