Russian Monitor

The report analyzes a potential $12 trillion peace and economic package between the US and Russia while detailing domestic economic strains, including a 30% decline in job vacancies and a bailout request from real estate giant Samolet.

Key Takeaways

• 1.President Zelensky reports that the US seeks a peace treaty by end of spring 2026 to focus on midterm elections, involving a potential $12 trillion 'Dmitriev' economic package.
• 2.The Russian economy shows signs of cooling due to high interest rates, evidenced by a 30% YoY drop in job vacancies.
• 3.Samolet, a major Russian real estate developer, has requested an Rb50bn government bailout, causing its stock to drop 12.5%.

Table of Contents

• MARKETS THIS WEEK
• QUOTE OF THE WEEK
• THIS WEEK'S EXECUTIVE SUMMARY
• PEACE NEGOTIATIONS
• TOP GENERAL ASSASSINATED IN MOSCOW
• ANOTHER SIGN OF A FALTERING ECONOMY: NO
• HEADHUNTER'S PROPRIETARY JOB MARKET INDEX
• NUMBER OF NEW VACANCIES, % CHANGE YEAR-ON-YEAR
• A LEADING REAL ESTATE DEVELOPER IS ASKING FOR A BAILOUT
• COMPANY NEWS / MISCELLANEOUS
• RUSSIAN MARKET - KEY INDICATORS
• BEST AND WORST PERFORMERS
• SHARE PRICE PERFORMANCE ON THE MOSCOW EXCHANGE AND KEY VALUATION METRICS
• SELECT MARKETS OF FORMER SOVIET UNION REPUBLICS: GEORGIA, UKRAINE, KAZAKHSTAN
• SECTOR PERFORMANCE
• NATURAL GAS COMPANIES
• OIL MAJORS
• METALS AND MINING
• FINANCIALS
• TECHNOLOGY
• REAL ESTATE DEVELOPERS
• RETAIL
• GOLD MINERS

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