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Already Gone! Russia Defaults on Foreign Debt for First Time Since 1918 (Europe Sov Yields UP 10+ BPS)
Confounded Interest ^ | 06/27/2022 | Anthony B. Sanders

Posted on 06/27/2022 5:00:12 AM PDT by Browns Ultra Fan

Already gone!

Russia defaulted on its foreign-currency sovereign debt for the first time in a century, the culmination of ever-tougher Western sanctions that shut down payment routes to overseas creditors.

For months, the country found paths around the penalties imposed after the Kremlin’s invasion of Ukraine. But at the end of the day on Sunday, the grace period on about $100 million of snared interest payments due May 27 expired, a deadline considered an event of default if missed.

It’s a grim marker in the country’s rapid transformation into an economic, financial and political outcast. The nation’s eurobonds have traded at distressed levels since the start of March, the central bank’s foreign reserves remain frozen, and the biggest banks are severed from the global financial system.

But given the damage already done to the economy and markets, the default is also mostly symbolic for now, and matters little to Russians dealing with double-digit inflation and the worst economic contraction in years.

War is hell and Ukraine is paying the price as well.

Meanwhile, European sovereign bond yields are up over 10 basis point this morning, but not UK and Sweden (non-ECB nations).

(Excerpt) Read more at confoundedinterest.net ...


TOPICS: Business/Economy; Food; Government; Politics
KEYWORDS: anthonybsanders; blogpimp; bonds; debt; russia; ukraine
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To: Bulwyf

Sanctions prevent Russia from accessing their money.
Imagine your landlord seized and froze your bank account and tried to evict you for not paying rent. Take that before a judge.

Holders of Russian debt get screwed here.
Russia one of the world countries that has paid its debts….and also paid Ukraine’s debt when the USSR broke up.


21 posted on 06/27/2022 5:43:55 AM PDT by silverleaf (“Freedom ultimately means the right of other people to do things that you disagree with”. T. Sowell )
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To: Browns Ultra Fan

I understand the reasoning for sanctions, I just think this is way more complex than it may seem on the surface. Are we cutting our nose to spite our face here when we try to put the pieces back together after this war is over?


22 posted on 06/27/2022 5:43:56 AM PDT by desertsolitaire
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To: Browns Ultra Fan
If the BRICS manage a competing system for international exchange to SWIFT which has been itself been de facto “sanctioned”, then this too will have been another shot by the West into its already bleeding foot. Time will tell.
23 posted on 06/27/2022 5:43:59 AM PDT by Worldtraveler once upon a time
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To: BobL

Who does the collapsing ruble benefit most in this current scenario? Will it help Ukraine in ending the war sooner or take it in different directions?


24 posted on 06/27/2022 5:46:29 AM PDT by desertsolitaire
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To: Chickensoup

“ If I read this correctly it is not that they cannot pay but that western enemies have prevented allowing the access so they can pay.

Correct me if I am mistaken please.”

The terms of the Bonds said interest payments must be made in USD. Not rubles, not gold.

Russia has a finite number of USD and they don’t want to use it for debt payments and Western powers have kept them from converting rubles, gold, oil & other things to USD.

Yes, it’s a “Catch 22” designed to hurt Russia.


25 posted on 06/27/2022 5:48:02 AM PDT by jdsteel (Do I really need a /sarc?)
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To: BobL

The ruble is crashing because the Western countries intend to ruin Russia’s credit rating, by freezing their access to their funds in Western banks, and not permitting them to pay their foreign debt.

Meanwhile the growing bloc of BRICS nations is watching this


26 posted on 06/27/2022 5:49:19 AM PDT by silverleaf (“Freedom ultimately means the right of other people to do things that you disagree with”. T. Sowell )
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To: desertsolitaire

“Who does the collapsing ruble benefit most in this current scenario? Will it help Ukraine in ending the war sooner or take it in different directions?”

pssst, it’s not collapsing at all. I’m just having fun with the Neocon supporters here.


27 posted on 06/27/2022 5:49:47 AM PDT by BobL (My hatred of Necons/Globalists exceeds my love of Ukraine or any other country, other than the US)
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To: silverleaf

It’s not collapsing at all. I’m just having fun with the Neocon supporters here.


28 posted on 06/27/2022 5:50:41 AM PDT by BobL (My hatred of Necons/Globalists exceeds my love of Ukraine or any other country, other than the US)
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To: BobL
One should adopt a longer game than one day at a time. The dip lasted less than a day. One finds in the moment, "1 USD = 53.3143 RUB / Jun 27, 2022, 12:45 UTC."

Given the "ruble is rubble" remark of Biden in March, when the exchange was about 135, 53 and change seems quite a difference now that late June arrives and the one time most recent dip was a bounce of almost no duration.

While Russia is indeed playing with fire, so is the US. But our fire began when Biden took office and the revitalized war against "fossil fuels: erupted again. For a nation so recently energy independent, Biden's "no more fossil fuels" campaign promise is turning out to be THE axle to this wheel.

Between Russia and Biden, I conclude Biden is the greater threat ti America. Far greater.

29 posted on 06/27/2022 5:51:54 AM PDT by Worldtraveler once upon a time
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To: silverleaf

Do these Western countries also intend to impose sanctions to ruin China’s credit rating as well, for helping Russia blunt the impact of the previous sanctions? Because I believe that is what it would take to prevent Russia’s end-run around Western sanctions through China (and India). This is what I meant by complexity here and the law of unintended consequences biting back. Thoughts are welcome.


30 posted on 06/27/2022 5:53:49 AM PDT by desertsolitaire
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To: Worldtraveler once upon a time

“Between Russia and Biden, I conclude Biden is the greater threat to America. Far greater.”

Certainly agree there as I’m still waiting for Putin to start up Drag Queen shows at my grandchildren’s schools.


31 posted on 06/27/2022 5:55:35 AM PDT by BobL (My hatred of Necons/Globalists exceeds my love of Ukraine or any other country, other than the US)
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To: desertsolitaire

Think China is taking notes for how to insulate from Western retaliation when they assimilate Taiwan


32 posted on 06/27/2022 6:02:09 AM PDT by silverleaf (“Freedom ultimately means the right of other people to do things that you disagree with”. T. Sowell )
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To: silverleaf

Indeed. And just how much pain and “ hair-mussing” do you think the people writing Joe Biden’s teleprompter remarks for him are prepared to tolerate and accept on all of our behalf if this proxy war between NATO and Russia suddenly turns hot? Would these “leaders” decisions reflect the majority of the American people or would we feel sold-out by how such a conflict would be conducted? How suddenly could this escalate to direct conflict and what might be the red-line triggers?


33 posted on 06/27/2022 6:07:02 AM PDT by desertsolitaire
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To: Browns Ultra Fan

you have to think about that. 1918 Russia became part of the USSR. Of course the commies aren’t going to pay the debts of the czar.


34 posted on 06/27/2022 6:08:23 AM PDT by PeterPrinciple (Thinking Caps are no longer being issued but there must be a warehouse full of them somewhere.)
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To: BobL

Your buddy convicted felon George Soros made his ill-gotten fortune manipulating currencies, Pal. It is what he does. The whole world knows it, unfortunately for you.


35 posted on 06/27/2022 6:17:13 AM PDT by E. Pluribus Unum (Contempt for pre-born human life breeds contempt for post-born human life.)
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To: BobL
When even some drag queens admit that their "shows" are intended to be sexually explicit and some other few drag queens admit they are not appropriate for children, I'd venture to say that President "Showers with a granddaughter" is a threat in a wide variety of ways.

Obviously if Putin were to allow Red Square drag queen shows, the mainstream media would be faced with a quandary as to which drag queen show to applaud. Pride does indeed go before the fall. And it's not fall for a few more months....

Best wishes.

36 posted on 06/27/2022 6:24:31 AM PDT by Worldtraveler once upon a time
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To: E. Pluribus Unum

LOL, you have me mixed up.


37 posted on 06/27/2022 6:24:53 AM PDT by BobL (My hatred of Necons/Globalists exceeds my love of Ukraine or any other country, other than the US)
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To: BobL

My 10Y Russian bonds are in a green at +0,37% or about 30% up since February, not counting coupons. It seems like investors don’t trust the article.


38 posted on 06/27/2022 6:27:22 AM PDT by NorseViking
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To: desertsolitaire

There is no intent to put the pieces back together after this war unless DC And globohomo hand select and install a Russian leader.


39 posted on 06/27/2022 6:29:47 AM PDT by DesertRhino (Dogs are called man's best friend. Moslems hate dogs. Add it up..)
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To: NorseViking

“My 10Y Russian bonds are in a green at +0,37% or about 30% up since February, not counting coupons. It seems like investors don’t trust the article.”

They laugh at it...Ruble still at 7-year highs.


40 posted on 06/27/2022 6:29:58 AM PDT by BobL (My hatred of Necons/Globalists exceeds my love of Ukraine or any other country, other than the US)
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