每日更新 - 二十国峰会和普京谈判 The Daily Update - G20 and Putin's pull

今年的二十国峰会上于周一结束,会后〜85%世界各国领导人从中国杭州出发,而朝鲜为吸引关注,向日本海发射三枚朝鲜弹道导弹。可怜的奥巴马既没有红地毯迎接,也没有相应的楼梯,这极其恼怒了特朗普先生,表达其对‘这种不尊重信号’的完全质疑。“第一世界问题”令人浮想联翩。

峰会上似乎聊天很多,但结果寥寥。其一,英国首相梅立场坚定,不签署任何贸易协议,尽管日本有15页的备忘录警告日本企业有潜在可能退出,且奥巴马声明美国与英国虽然“非常特别”,不具有优先权。但是,她确实迅速转向澳大利亚,印度,墨西哥,韩国和新加坡等新贸易伙伴;但不希望“过早透露我们的计划”。接着,她会见了俄罗斯总统普京,旨在减少英国和俄罗斯之间'分歧'。然而这次谈话需要的不仅是会见和问候,因为据梅说“有一些复杂而重大的关注点和问题需要讨论”。

没有与会者希望空手而归,普京总统开始进行俄罗斯和土耳其联合投资基金谈判,以支持大型有利可图的基础设施项目;该项目预计在11月份实施。此外,土耳其领导人非常赞成开始出口俄罗斯国有天然气工业股份公司的天然气到希腊边境,从而成为欧盟消费者的枢纽。就在昨天,我们听说俄罗斯天然气工业股份公司首席执行官和土耳其自然能源和自然资源部长完成了必要的管理程序,并获得许可尽快开始项目。

俄罗斯天然气工业股份公司8.625%利率2034到期的发行债券上月情况良好,继续赢取巨大价值。该债券交易利差超过国债390个基点,我们预计该债券预期收益大致为12%,表明其在达到'公允价值'前资本收益为〜19点。此外,该债券继续提供有力的信贷等级缓冲,以及5.8%有吸引力的收益率。

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