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Ruble slump concerns CBR, but easing cycle likely to continue

The move by Russia’s central bank to halt its foreign currency purchases suggests that policymakers have become increasingly concerned by the recent slump in the ruble. But even so, the impact on both inflation and foreign currency debt from the ruble’s drop shouldn’t be particularly large. And, barring a particularly sharp fall over the next couple of days, we still expect the central bank to lower interest rates.

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