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Market today. Reduction again, which was caused by the weak macroeconomic estimates of Russia, ruble drop and oil price down. The sale leader was the oil-and-gas sector. The shares of MTS looked better after the issue of the report that turned out to be better than expected.
Market tomorrow. Possibly the phase of the correction is coming to an end and tomorrow the attempts for play bulls will be made.

Bonds

Market today. On Tuesday lowering of ruble rate versus the bi-currency basket leaded to sale at the ruble bonds market and profit fixation. Ruble weakening has been provoked by the stats on GDP of RF, which dropped by 10.9% in annual terms and due to the rumor on possible ruble devaluation. The majority of the liquid bonds of the first and second echelons lost their positions, having lost 0.3-0.5 p.p. average by the end of the day. MTS-3 (+0.15 p.p.) is worth to be outlined among the climbing bonds. The price of Russia-30 dropped with ruble also and now is being traded lower than nominated.
Market tomorrow. Wednesday the additional placement of BFL-66 for the amount of 15 bn RUR will be conducted, high demand of those notes is forecasted. The main factor to affect the trades tomorrow will be the decision by U.S. FED on the interest rates, until then the investors will likely continue fixating profit.

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By provisional estimation GDP of RF lost 10.9% in 2Q 2009. (Rosstat)
The export duty for oil from September 1 might up from 222 to 237-241 USD per ton. (Ministry of Finance of RF)
RusAl transferred 897 mn RUR for the construction of BoHEPS, having equaled its financing share with RusHydro. (Company)
South Kuzbass lowered its sales in 1H 2009 by RAS by 2.6 times to 7.4 bn RUR. (Company)
MMC began ore mining at the new deposit in Chelyabinsk region. (Company)
Net profit of MTS in 2Q reduced by 14.6% to 563 mn USD, having turned out to be higher then forecasted. (Company)
In July Magnit upped its sales by 30.3% to 14.57 bn RUR. (Company)

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