俄罗斯央行储备从之前的6285亿美元增至6327亿美元。俄罗斯央行储备从之前的6285亿美元增至6327亿美元

Russia Central Bank Reserves $ rose from previous $628.5B to $632.7B.Russia Central Bank Reserves $ rose from previous $628.5B to $632.7B

根据初步数据，俄罗斯在2024年前十个月的预算缺口为2200亿卢布，低于去年同期的1.05万亿卢布。由于俄罗斯石油价格上涨，石油和天然气收入激增32.3%，收入同比增长28.4%，达到29.7万亿卢布。总体支出激增23.7%，达到29.9万亿卢布，主要是由于与乌克兰战争相关的国防成本上升。

Russia posted a budget shortfall of RUB 220 billion in the first ten months of 2024, down from RUB 1.05 trillion in the same period last year, according to preliminary data. Revenues increased by 28.4% year-on-year to RUB 29.7 trillion, driven by a 32.3% surge in oil and gas revenues thanks to higher prices for Russian oil. Overall spending surged by 23.7% to RUB 29.9 trillion, largely driven by elevated defense costs linked to the war in Ukraine.

随着唐纳德·特朗普在美国总统大选中获胜，全球股市上涨，MOEX飙升2.6%以上，至2680点左右，创下一年来最强劲的单日涨幅。特朗普的第二任总统任期可能会促进美俄关系的改善，政策可能对俄罗斯企业更有利。特朗普还声称，他可以在24小时内通过谈判结束俄乌战争，并在1月就职典礼前解决。俄罗斯天然气工业股份公司（上涨3.4%）和诺瓦泰克公司（上涨4.2%）是表现最好的公司之一。

The MOEX surged more than 2.6% to around the 2680 level, marking its strongest one-day rally in a year, as global stock markets rose following Donald Trump's victory in the U.S. presidential election. A second Trump presidency could foster improved relations between the U.S. and Russia, with policies potentially more favorable to Russian businesses. Trump also claimed he could negotiate an end to the Russia-Ukraine war within 24 hours and resolve it before his January inauguration. Gazprom (up 3.4%) and Novatek (up 4.2%) were among the top performers.

11月初，俄罗斯卢布兑美元汇率一年多来首次跌破100，因为美国唐纳德·特朗普总统大选后美元走强，放大了联邦政府逐步放松资本管制的压力。莫斯科交易所的制裁加剧了俄罗斯出口导向型公司的支付困难，增加了公司获得外汇以执行业务并将收入重新转换为卢布的难度。因此，联邦政府进一步放宽了对顶级出口企业的强制性转换，将其收入比例从今年早些时候的80%降至25%，大大降低了对卢布的需求。此外，卢布还受到中国经济悲观前景的压力，限制了外国对俄罗斯商品需求的预期。与此同时，由于通胀预期继续上升，CBR在10月份将关键利率上调至21%的创纪录水平。

The Russian ruble weakened past 100 per USD for the first time in over one year in early November, as dollar strength after the presidential election of Donald Trump in the US magnified pressure from the gradual relaxation of capital controls by the Federal government. Payment difficulties for Russian export-oriented companies were magnified by sanctions on the Moscow Exchange, increasing the difficulty for firms to secure foreign exchange to execute operations and reconvert their revenues back to rubles. Consequently, the Federal government eased mandatory conversion further to 25% of revenues for top export businesses, compared to 80% of revenues from earlier in the year, significantly reducing demand for rubles. Further, the ruble was also pressured by the pessimistic outlook of the Chinese economy, limiting expectations of foreign demand for Russian goods. In the meantime, the CBR hiked its key rate to a record of 21% in October as inflation expectations continued to increase.