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The Economy of Russia

Sovereign Funds and Fiscal Rules

Russia saved oil windfalls in stabilisation funds and set budget rules to prevent overspending when oil prices are high.

Saving for a rainy day helped Russia through crises.

Funds

Excess oil revenue was saved in funds that later formed the National Wealth Fund.

Rule

A rule based on a reference oil price limited spending.

Reserves

The central bank also built large foreign exchange reserves.

Limits

Sanctions froze a large part of these reserves held abroad in 2022.

Rainy day savings

When oil prices fell in 2014, reserves cushioned the shock.

Assuming reserves are always safe to use

Assets held abroad can be frozen.

Key takeaways
  • Windfalls were saved.
  • Fiscal rules limited spending.
  • Reserves cushioned shocks.
  • Sanctions froze foreign-held assets.
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