statementSaid on 2026-11-06
Auto loans accelerated slightly — issuance of ₽190.7 billion (+6.4% m/m and -10.7% y/y); total issuance volumes remain at fairly high levels, and some acceleration before the increase in the recycling fee can most likely be seen, but overall, seasonally adjusted, everything has been flat here over the last 3 quarters.
A statement by truecon, said on 2026-11-06. Statements are as reported by the cited publishers — not verified by DecisionGateway.
Автокредит немного ускорился - выдачи ₽190.7 млрд (+6.4% м/м и -10.7% г/г), общие объемы выдач остаются на достаточно высоких уровнях, некоторое ускорение перед повышением утильсбора скорее всего можем увидеть, но в целом с поправкой на сезонность здесь все ровно в последние 3 квартала.
Related claims
Cash loan issuance is stable at ₽510.4 billion (-1.2% m/m and +50% y/y); the growth rate has stabilized around ~₽0.5 trillion per month.truecon · statementPreliminary Frank RG data on retail lending for October recorded a sharp drop in issuance to ₽1.03 trillion (-22.1% m/m and -2.8% y/y), a reversal after the surge in subsidized mortgages.Frank RG · statementSeasonally adjusted, cash loan indicators point to gradual growth in lending, but without much acceleration.truecon · statementMortgage issuance fell sharply to ₽308.8 billion (-49.2% m/m and -36.2% y/y); there was a strong surge before the tightening of subsidized mortgage terms, but in October everything went dark.truecon · statementDuring this time, 16.3 thousand preferential loans totaling more than 83.5 billion rubles were issued under the program.minfin · statementOverall the situation is not changing much; local flights of subsidized mortgages do not change the general trend. Credit activity of the population has recovered but remains fairly restrained.truecon · statement
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Inflation expectations declined slightly but remain high: 4.3% for one year and 3.4% for five years; overall, everything points to the Fed having to raise rates in December.predictionThe financial conditions index is at extremely comfortable levels, the financial stress index likewise, and the key rate can hardly be characterized as tight.statementHourly wage growth accelerated slightly to 0.4% m/m and 3.1% y/y; weekly jobless claims were only 189 thousand, and the number of Americans on benefits was about 1.7 million — lows since 2023.statementThe number of open vacancies rose to 7.5 million, and the ratio of vacancies to unemployed rose to 1.06.statementThe unemployment rate fell to 4.1%, the labor force participation rate rose to 61.9%, and the employment-to-population ratio rose to 59.3% — all indicators improved by 0.1 percentage points over the month.statement
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