/qrb/ - QResearch Bunker

>>132568

SAM797 went to Scott AFB, IL

SAM758 USAF G5 heading for Langley from JBA

82-8000 USAF 747 doing go arounds at Newport News-same as yesterday

:P

>>132614

kek

Let's make it just a bit moar obvious next time

NAS 2.49B share trans on the top of the hour at 1pm EST exactly an hour before the FOMC minutes get released

https://finance.yahoo.com/quote/%5EIXIC

SAM728 USAF G5 departed JBA wn and on ground at Denver Int'l

this was SAM744 yesterday and went to Eppley Filed Omaha and then back to JBA last night

>>132508 pb

>>132494 pb

SAM743 USAF G5 departed Boston Logan sw Int'l after arriving yesterday from Scott AFB, IL

pf housekeeping

>>131930,>>132500, >>132502 pb

PAVER71 USAFSOC C-32B returned to McGuire AFB from Pittsburgh Int'l overnight about 5 hours ago

This completes a 'round the world trip that began from McGuire on 0329 >>131886 pb

Yachts FLYING FOX (Jeff Bezos) and LIMITLESS (Les Wexner) are oth n the southern part of Dominican Republic, Bezos left Casa de Campo and pullinto Santo Domingo over a week ago. Just spotted Wexner's yacht at anchor off Casa de Campo minutes ago

Mkt Fag: Federal reserve swears they will stop buying MBS (but ain't) and who will buy what it haz that haz not "matured"...edition

So you had the big block trade at 1 hour before the release of the FOMC minutes-expecting some turmoil dhere J-J-J-Janet? >>132616 Also had a big block trade on the DOW at 11:34am EST that stood out with 4.37m shares and of course up it went. Witness the total choppy trading after the FOMC announcement in the DOW-cap#2 and it fell off a cliff right after those 'results' released-lime green circle. Looks like they tried to slow it down

And then the finally got around to do it and saying this below-but leaving unanswered exactly who is going to be on the receiving end of this (the ones that do not mature-cause if you are going to talk about speed and only do it as they"mature" speed has nothing to do with it..but it sounds good) and how they are going to actually do it:

The Minutes were more hawkish than expected ($60-90 billion per month expected):

*FOMC: $95 BLN/MONTH CAP FOR ASSET RUNOFF LIKELY APPROPRIATE

*FOMC SUPPORTS $35 BILLION A MONTH ROLLOFF CAP FOR MBS

*FOMC SUPPORTS $60 BILLION A MONTH ROLLOFF CAP FOR TREASURIES

*FOMC BACKS ROLLOFF-CAP PHASE-IN OF 3 MONTHS OR MODESTLY LONGER

*MANY FED OFFICIALS SAY 1 OR MORE 50-BPS HIKES MAY BE WARRANTED

https://www.zerohedge.com/markets/fomc-minutes-signal-bigger-faster-expected-qt-multiple-50bps-hikes

So naturally the PPT got in earlier to 'cushion' the blow and fell off a cliff and remained very choppy after because they are saying multiple 50bps hikes for the rest of the year but removing starting in 2023-we've gone over this MANY times >>126758 pb and they knew this in mid February when the OIS curve started showing it. Here is the current prediction for the May 4th meeting-cap#3-so it is a given it's gonna be 50bp (pretty much known before but this graph din't reflect it until today-funny that). You still have the 10 year gaining steam yield-wise but is still lower than last nights high of 2.615%. The balance sheet rundown will see the Fed allowing a capped level of proceeds from maturing securities to roll off each month while reinvesting the rest. Holdings of shorter-term Treasury bills would be targeted as they are “high valued as safe and liquid assets by the private sector.” Fed officials also sharply raised their inflation outlook and lowered their economic growth expectations-DERP!!!!!!!!!!!-bond market did that for you already but they are sticking with the mantra that "prime" is what sets rates.....hilarious.

Here is the best statement from today courtesy of CNBS "Those purchases ended only a month ago"...ummm NO they did not-showed you yesterday they have continued. >>132497 pb-there for you to see on yer own. Whether it is US T note of MBS they are still doing it..they will never stop this and will hide it somewhere else. They did $1m of MBS today (repo ops) see here: https://www.newyorkfed.org/markets/desk-operations/repo

And the results from yesterdays MBS ops shown in this linky >>132497 pb are curiously "not available" now....nor is the data from the prior two weeks either....guess I should have capped those.

Agency Mortgage-Backed Securities Operations

Operation Date: Tuesday, April 05, 2022

Total Amount Submitted: $4.04B

Total Amount Accepted: $1.48B

They are still doing Reverse repos at well over the trillion $ a day level see here: https://www.newyorkfed.org/markets/desk-operations/reverse-repo

April 6th $1.73T with 86 conterparties

The dollar is now above the pre-FOMC prime rate hike announcement spike and , moar importantly the Rouble is above the pre-sanction level from February 23-25-they din't slap them on until a few days later. VP must be having a quite chuckle to self along the lines of Хорошая попытка or Nice try!.

Oil is back below the $100 level at while not really a keyy technical level the dems do have this pesky thing called mid-term elections do they are gonna have to try to somehow get the price of gas lower (what the SPR release was all about in the first place) because the entire "Putin price hike" bullshit is not cutting it.

a few headlines

East Coast Container Ship Queue Overshadows West Coast Logjam

https://www.bnnbloomberg.ca/east-coast-container-ship-queue-overshadows-west-coast-logjam-1.1748781

prolly already know this one but pretty funny but not because meet he new boss....same as the old boss

Biden announces 2 nominees for SEC-Pelosi staffer and SEC puke

https://www.marketwatch.com/story/biden-announces-2-nominees-for-sec-2022-04-06

https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html

https://www.marketwatch.com/investing/bond/tmubmusd10y

https://www.macrotrends.net/2566/crude-oil-prices-today-live-chart

SPAR29 USAF G5 ne from JBA (NATO VIPs aboard and heading to Brussels or Chievres AB)

Yesterday it was VALOR29 and departed Eppley Field Omaha to Minneapolis/St. Paul Int'l for about 3 hours then to JBA

0402 departed JBA to Savannah Int'l for about 30 minutes then to Eppley

Indonesian AF ISAF01 737 President of Indonesia Joko Widodo on final at Sultan Taha Syarifudn Airport Jambi from Jakarta depart

and they trying to get them involved as the peacemaker with Russia/Ukraine

Lawmakers urge G-20 president Indonesia to broker Russia-Ukraine peace talks

Indonesian legislators urged President Joko “Jokowi” Widodo on Wednesday to use his influence as this year’s G-20 president to broker peace between Russia and Ukraine by calling a meeting of their leaders. Indonesia, the 2022 holder of the Group of Twenty’s rotating presidency, risks dividing the grouping of the world’s leading economies through its decision to invite Russia to the G-20 summit in Bali in October, the lawmakers told Foreign Minister Retno Marsudi during a parliamentary hearing. “I see an opportunity [for Indonesia to broker peace]. I hope President Jokowi will meet with the leaders of Russia and Ukraine,” said Effendi Simbolon, a member of parliament from the ruling Indonesian Democratic Party of Struggle (PDI Perjuangan). Indonesia is torn between appearing to take a side and not inviting Russia’s Vladimir Putin, or inviting him and risking a boycott by Western G-20 member countries that oppose Moscow’s war in Ukraine, said another lawmaker, Syariefuddin Hasan of the Democratic Party.

https://www.benarnews.org/english/news/indonesian/indonesian-mps-urge-brokering-russia-ukraine-talks-04062022134744.html

Buffett’s Berkshire Hathaway Builds New $4.2 Billion HP Stake

Warren Buffett’s Berkshire Hathaway Inc. bought a stake in HP Inc. valued at more than $4.2 billion. Shares of the laptop maker surged as much as 10%. Berkshire bought some of the stock earlier this week in multiple transactions and now holds an investment of about 121 million shares in the computer company, according to a regulatory filing Wednesday.

Berkshire has increasingly been finding ways to put its money to work, helped in part by volatility that dragged the S&P 500 Index down nearly 6% so far this year. Buffett’s company spent some time in March buying up shares in Occidental Petroleum Corp., building a stake that now ranks among Berkshire’s top 10 common-stock bets.

HP stock rallied last year, gaining 53% in 2021, but had fallen 7.3% since the beginning of the year through Wednesday’s close. Berkshire, which had historically shied away from some technology investments, has leaned further into that sector in recent years and built up a stake in Apple Inc. that was valued at more than $161 billion at the end of 2021. HP, a maker of printers and computers, surged as high as $38.38 in extended New York trading after the filing. An HP spokesperson didn’t immediately respond to a request for comment.

https://www.bnnbloomberg.ca/buffett-s-berkshire-hathaway-builds-new-4-2-billion-hp-stake-1.1748826

To keep this in perspective Berkshire Hathaway has bought moar of it's own stock in Q4 2021 (approx $6.9 billion) than this (HP) position is worth.

As of Feb 26th they have bought $1.2 billion in the 1st qtr and still had the rest of March to go.

https://www.reuters.com/business/berkshire-hathaway-profit-swells-record-extends-buybacks-2022-02-26/

Recent HP purchases here

April 4,5,6

https://finviz.com/insidertrading.ashx?oc=1067983&tc=7&b=2

>>132626

IEA countries to tap 60m barrels of oil on top of 180m by U.S.'

International Energy Agency states agreed to tap 60 million barrels of oil from storage, the director of the group said on Wednesday, on top of a 180-million-barrel release announced by Washington last week aimed at cooling prices after Russia's invasion of Ukraine.

The move by the U.S.-allied IEA countries, which represent 31 mostly industrialized countries but not Russia, would be their second coordinated release in a month and would be the fifth in the agency's history to confront oil market outages.

"The @IEA is moving ahead with a collective oil stock release of 120 million barrels (including 60 million barrels contributed by the US as part of its overall draw from its Strategic Petroleum Reserve)," IEA Executive Director Fatih Birol tweeted.

It was the largest release from non-U.S. IEA countries on top of the largest draw from the United States. "This will supplement our 1 million barrels per day for six months and of course will serve as a bridge until the end of the year when domestic production ramps up," a U.S. official said on condition of anonymity.

Sanctions and buyer aversion have disrupted Russian oil supplies, pushing oil near $140 a barrel on March 7 despite the previous IEA release of 60 million barrels, with half of that coming from the United States, about a week earlier. Russia calls its actions in Ukraine a "special operation."

Markets appeared to be cheered by the latest IEA move, with Brent oil falling about 5% to about $101.50 a barrel on Wednesday.

The United States will match the 60-million-barrel draw tapped by the other IEA countries in its 180-million-barrel draw from the U.S. Strategic Petroleum Reserve announced in March.

The timing of when the additional 60 million barrels from non-U.S. IEA countries would come to market was not immediately clear. Birol said details on specific contributions would be made public soon.

In the last three releases coordinated by Washington and its IEA allies, the United States provided half or a little less than the total volume.

Analysts have said that the tapping of finite supply to plug reduced flows in the oil market may not succeed at bringing down prices in the long term.

Claudio Galimberti, senior vice president of analysis at consultancy Rystad Energy, said the U.S. SPR release of 1 million bpd would struggle to plug potential lost Russian output of over 2 million bpd.

"This historically large SPR release is the right decision in the current crisis and consumers should feel the benefit soon, but it only solves half the problem."

The move comes as the United States and allies struggle with multi-decade-high inflation and rising energy and gasoline prices. High fuel prices are a vulnerability for U.S. President Joe Biden's fellow Democrats ahead of Nov. 8 congressional elections.

https://asia.nikkei.com/Politics/Ukraine-war/IEA-countries-to-tap-60m-barrels-of-oil-on-top-of-180m-by-U.S

China Allows Evergrande Creditors to Sue Locally to Recoup Debt

Several Chinese lenders have been told they can file legal cases against China Evergrande Group in local courts, in an apparent easing of a restriction that required all such lawsuits to be handled in a single court, according to people familiar with the matter.

The move may help onshore creditors gain control of assets ahead of a looming debt restructuring. At least three lenders in Zhejiang and Shandong province were told by courts last month that they can file the cases against the embattled developer in their own jurisdictions rather than to a court in Guangzhou, where Evergrande was based for decades, said the people, asking not to be identified discussing a private matter. Some cases have already been accepted, said the people. Creditors have filed hundreds of lawsuits to the Intermediate People’s Court of Guangzhou after China’s Supreme Court in early August ordered all cases against Evergrande and its affiliates to be processed there. The backlog and protracted process have led to slow progress for many banks, trusts and suppliers to seize assets and recover their losses.

Evergrande, started 28 years ago by billionaire Chairman Hui Ka Yan, officially became a defaulter in December and aims to provide creditors with a preliminary overhaul proposal by the end of July. Both onshore and offshore investors are closely watching the development of what could be one of the nation’s biggest restructurings, as they are prepared for a lengthy battle over who gets paid from what remains. Evergrande didn’t immediately respond to a request seeking comment. Calls to the Supreme Court and the Intermediate People’s Court of Guangzhou went unanswered. The August order to centralize cases had given Evergrande some breathing room as it helped hold off creditors’ attempts to freeze accounts while allowing the developer to complete more than one million unfinished homes. Smaller rival Kaisa Group Holdings Ltd. in November flagged it was also resorting to this approach to prevent assets being frozen by courts under numerous lawsuits. However, the Guangzhou court alone can’t deal with hundreds of filings from the country, the people said. As of Dec. 9, it has accepted 367 cases with claims totaling 84 billion yuan ($13 billion), the Financial Times reported in December citing official records. The latest change may allow creditors to gain faster control of Evergrande’s real estate projects, many of which were being pledged for borrowings, said the people. Signs have already emerged that Evergrande is speeding up on disposing of stakes in some property projects. At least three trust companies have bought stakes in at least seven projects from Evergrande this year.

https://www.bnnbloomberg.ca/china-allows-evergrande-creditors-to-sue-locally-to-recoup-debt-1.1748846

>>132387 Evergrande Agrees to Pay Offshore Creditor Group Fees-bnnBBerg

Western Banks teeth gnashing begins....

ABIDE99 USAF E-4B Nightwatch just got finished with a refueling exercise with 58-0011 USAF KC-135 Stratotanker over TN, KY and MO

ABIDE99 heading back to Dyess AFB

NOVA27 USAF E-3G Sentry AWACS with the figure 8 outta Tinker AFB

#895 notabruzz

>>132560, >>132566, >>132568, >>132587, >>132596, >>132622, >>132623, >>132628, >>132629, >>132635 pf reports(s) Daily look at Yerp-Med/SAM activity over CONUS/PAVER71 USAFSOC returns to McGuire after round the world trip/SPAR to Belgium

>>132573 sure breh we believe you news: U.S. SEC unveils rules to better oversee security-based swap execution-reuters

>>132577 Russia Sends $650 Million Bond Payment In Rubles After US Treasury Blocks Dollars-zh

>>132598, >>132599 MOS 25S Satellite Communications Systems Operator-Maintainer

>>132614, >>132615 snipage in QR fresh linky

>>132616 Big Block trade on the NAS approx one hour before FOMC release

>>132625 Boatfag report-Bezos and Wexner yachts in the Dom. Republic

>>132626, >>132627 Mkt Fag: Federal reserve swears they will stop buying MBS (but ain't) and who will buy what it haz that haz not "matured"...edition

>>132629 Lawmakers urge G-20 president Indonesia to broker Russia-Ukraine peace talks-benarnews

>>132631 Buffett’s Berkshire Hathaway Builds New $4.2 Billion HP Stake-plus BH stock buybacks for perspective bnnBBerg/reuters

>>132632 IEA countries to tap 60m barrels of oil on top of 180m by U.S.'-nikkei

>>132634 China Allows Evergrande Creditors to Sue Locally to Recoup Debt-bnnBBerg

night