/qrb/ - QResearch Bunker

Dough

https://fullchan.net/?e9f50b0c6cc2f562#BBcSoN1Mg5v7uioypYnWfqbQdW2Atc3i7GzskXzwZsEf

>>139685

ok to drop tits in the bunk? tanks Bakes

>>139688

sure

we al bakers here so used to havin em dropped, just not used to droppin em

kek

>>139685

tyb

morning

TEFLON17USAF KC-46A Pegasus tanker over the Potato/Potata 'at Delaware' position-these are not visible towards the later half of the day and only seem to "show" in the mornings-not convinced he ever 'goes there' either and we are just looking at a continuation of the show-plus the "bike incident" yesterday-the picture of mask man (and I'm not talking about a paper or fabric mask for 'rona precautions either-THAT is a latex mask) on the ground was wholly unconvincing as the body of a 79 year old man...not even remotely believable imo

Dindu Sunday

https://factba.se/biden/calendar

VV100 US Navy brass G5 west from JBA-arrived back at JBA yesterday from Hamburg Germany and arrived there on 0615 fron JBA depart

SAM381 USAF C-40B NE from JBAState Dept ACheading across the pond..for those that don't know this used to be Pompeo's primary AC with all Int'l trips (as Sec. of State) and even though it was used this week by AG Garland to go to Buffalo I still believe it is primarily used by State Dept personnel because of the locations it travels to.

Europe-Med.-Gulf Activity

Lotsa Sovereign flights up right now'

Czech AF CEF562 A319 departed Tel Aviv after about an hour on the ground-heading back to Prague

Algerian AF 7VTPS G4 departing Riyadh, SA

Czech AF CEF05F A319 SE from Ostrava over southern Iraq

German AF GAF677 departed Nur Salem, Canklestan (Kazahkstan) looks like there was a meeting here regarding Syria and this was the German delegation to that (shows as 14+05)

Moroccan AF FRV0915 G5 (the same one that has been burning a hole in the sky from Rabat to Paris over the last 10 days) heading EN from Rabat

Greek AF HAF352C G5 NW from Athens

German AF GAF650 south from Berlin and heading to Rome

Hungarian AF HUAF284 A210 NE from Budapest-heading to Riga, Latvia perhaps where..

SPAR10 USAD C-40C departed from (Riga) after arriving yesterday from Helsinki, Finland

Canadian AF CFC4229 C-130 Super Hercules west after a ground stop at Rzesow Airport, Poland of about an hour-inbound from Tampere, Finland

Swiss AF SUI008 Falcon 900 (one of two high level Falcon VIP transports-the other is T-786) heading NW over the north Atlantic from Berb/Belp Airport

Eni Wins Stake in $29 Billion Qatari Project as Gas Prices Surge

Eni SpA became the second foreign firm to win a stake in a $29 billion project that will expand Qatar’s production of liquefied natural gas as the energy crisis in Europe escalates and prices climb. The Italian company will take a 3.1% a stake in the project, Qatar Energy Chief Executive Officer Saad Al-Kaabi said at a signing ceremony in Doha on Sunday. The project will include four new liquefaction units, or trains, that will raise Qatar’s annual LNG-production capacity to 110 million tons by 2026 from 77 million.

Demand for LNG has surged as European nations race to wean themselves off Russian gas supplies in the wake of Moscow’s war in Ukraine. Prices climbed to a 14-week high on Thursday after Gazprom PJSC reduced supplies via its biggest pipeline link to the continent, making gas rationing a real possibility in Europe. At the signing ceremony, Eni CEO Claudio Descalzi said Europe needs to diversify its energy sources, both in terms of its suppliers and the types it uses. Qatar Energy is scheduled to announce another investor in the project on Monday, having last week named TotalEnergies SE as a 6.25% stakeholder in the facility known as North Field East. China’s Sinopec and China National Petroleum Corp. are expected to invest along with Exxon Mobil Corp. and ConocoPhillips. Shell Plc also bid to be part of the expansion.

Al-Kaabi previously said Qatar Energy aimed to find investors for around 30% of the expansion project. The state-run company holds stakes in all of Qatar’s previous LNG developments ranging in size from 63% to 70% with international oil majors and key LNG buyers owning the rest. While Exxon Mobil, ConocoPhillips, TotalEnergies and Shell have all previously invested in Qatar’s gas and LNG projects, Eni’s participation in the North Field East project is the Italian firm’s first in Qatari oil and gas production. Qatar intends to announce partners for a separate expansion, known as North Field South, early next year and it will increase capacity to 126 million tons a year, said Al-Kaabi on Sunday. He previously said Qatar Energy would select partners by the end of 2022. The company is also considering further expansions due to global demand growth for LNG, Bloomberg has reported.

Having dominated the global LNG market for several years, Qatar lost ground to Australia and then to the US, which is poised to become the world’s biggest producer this year.

Despite the addition of North Field East, Qatar will remain the second-largest LNG exporter in 2028 behind the US.

https://www.bnnbloomberg.ca/eni-wins-stake-in-29-billion-qatari-project-as-gas-prices-surge-1.1781006

3rd Look at Local Housing Markets in May; Inventory Up, Sales Down, New Listings Picking Up

This is the third look at local markets in May. I’m tracking about 35 local housing markets in the US. Some of the 35 markets are states, and some are metropolitan areas. I update these tables throughout each month as additional data is released. We are seeing a significant change in inventory, and maybe a pickup in new listings. So far, most of the increase in inventory has been due to softer demand - likely because of higher mortgage rates - but we need to keep an eye on new listings too. On a national basis, we saw record low inventory levels over the Winter. Last year, inventory didn’t bottom seasonally until early April. This year inventory bottomed in February (normal seasonal timing), and recent data from Altos Research and Realtor.com, indicate active inventory was up year-over-year in May. I expect the local market reports will show inventory up year-over-year in May too. And a table of May sales. Sales in these areas were down 5.8% YoY, Not Seasonally Adjusted (NSA). There was one extra business day in May 2022 compared to May 2021, so the Seasonally Adjusted headline number will likely show a larger decline than 5.8%.

The National Association of Realtors (NAR) is scheduled to release May existing home sales on Tuesday, June 21, 2022, at 10:00 AM ET. The consensus is for 5.41 million SAAR.

can only shine a turd for so long

Housing "economist" Tom Lawler expects the NAR to report “seasonally adjusted annual rate of 5.35 million in May, down 4.6% from April’s preliminary pace and down 9.6% from last May’s seasonally adjusted pace.”

https://www.calculatedriskblog.com/2022/06/3rd-look-at-local-housing-markets-in.html

Highlighted is the San Diego drop (-17%) as that has seen the largest increase in prices

>>139694

Algerian AF 7TVPS G4 on final approach at Dhabi from Riyadh depart

Czech AF CEF05F A319 on descent for Doha, Qatarlikely Trade minister Jozef Sikelaor a Rep from that office, shoring up gas supply from the Qatar Gov't

Hungarian AF HUAF284 A310 on approach at Riga from Budapest

>Hungarian AF HUAF284 A210 NE from Budapest-heading to Riga, Latvia

>>139694

Greek AF HAF352C G4 on descent for Luxembourg from AthensMinister of Foreign Affairs Nikos Dendiastaking part in Egypt-EU Association Council’s ninth meeting, which will be held on Sunday 19 June in Luxembourg

https://english.ahram.org.eg/NewsContent/1/1234/468204/Egypt/Foreign-Affairs/Greece-to-participate-in-EgyptEU-Association-Counc.aspx

>>139607 lb

GORDO14 USAF E-4B Nightwatch departed Wright-Patterson AFB after arriving yesterday from Lincoln, Muni, NE

Looks like it's heading back to Lincoln'

Wishing all the dads and father figures a #HappyFathersDay!

https://twitter.com/MELANIATRUMP/status/1538528457948377091

>>139694

German AF GAF650 GL5T departed Rome after less than 1 hour on ground

Thanks "janet" you finally admit this as the CPI #s will not show much of a change for the next few months...but you ALL will be fear proning it HARD so you can be 'surprised' that those next few months are going to pretty much stay where they are at-thus allowing you to say "it's peaked!" for 6th gorillionth time

But hold on a minute kneegroes because when you get to Sept (released in Oct) you won't be able to say that because it won't be able to be 'hidden' with muh seasonal adjustments-they may even re-jigger it in the time from now until then and say "well we are in a 'new normal' so we are changing this now" thus allowing them to push it past the election, but you've got the housing market cratering and by then it will be totally obvious to anyone with even half a brian-or it should be...

Yellen Says Elevated US Inflation Locked In for the Rest of 2022

Treasury Secretary Janet Yellen said that “unacceptably high” prices are likely to stick with consumers through 2022, but that strong personal finances will stave off a recession. “We’ve had high inflation so far this year, and that locks in higher inflation for the rest of the year,” she said Sunday on ABC’s “This Week.”

However, with the high stockpile of savings among Americans coming out of the pandemic and an “extremely strong” labor market, a recession is not “at all inevitable.” She said a gasoline tax holiday is “worth considering” if it could help consumers weather inflation. US inflation accelerated to 8.6% in May, a fresh 40-year high that signals price pressures are becoming entrenched in the economy. Those figures dashed any hope that inflation was starting to ebb, prompting the Federal Reserve to unleash its biggest interest-rate increase since 1994. The reasons behind stubborn inflation are “global, not local,” according to Yellen, who pointed to disruption in energy supply from the war in Ukraine and goods coming in from China where Covid-related lockdowns continue. “These factors are unlikely to diminish immediately,” she said. “There are so many uncertainties related to global developments.”

Brian Deese, director of Biden’s National Economic Council, painted a rosier picture of the economy than Yellen and what Fed Chair Jerome Powell laid out last week. Deese referred to “independent forecasters” who “see inflation beginning to moderate over the course of this year.” He also expressed hope that congressional passage of a bill that would lower the cost of prescription drugs, offer tax incentives for energy and other measures will take the pressure off of household finances. “We have real strengths in this economy,” he said Sunday on CBS’s “Face the Nation,” citing high household savings and a jobless rate of 3.6%. He says the administration seeks to bring down inflation in a way “where we don’t have to give up all of those economic gains.”

Still, Fed officials on Wednesday forecast that a key price index would only increase in coming months, leading to the distinct possibility of another jumbo three-quarter percentage point increase in July. Higher interest rates are seen driving unemployment to 4.5%, according to one Fed official.

https://www.bnnbloomberg.ca/yellen-says-elevated-us-inflation-locked-in-for-the-rest-of-2022-1.1781026

>>139690

mornin G

lemme clean the grill

g's settlen in, mostly

morning

mabbe we doin sumpin right huh

o7

>>139694

Moroccan AF FRV0915 G5 on ground at Thessaloniki, Greece from Rabat depart

SPAR10 USAD C-40C heading to Ankara (on ground now) from it's Riga depart earlier

wasn't the only one to see it i guess

@ARMY

·

1m

What is the warrior ethos.

Follow us @ARMY for more! 🇺🇸 #Army #USArmy

@Marines

·

2m

Up in the smoke.

Follow us @Marines for more! 🇺🇸 #Marines #USMarineCorps

@Navy

·

1m

Service.

Follow us @Navy for more! 🇺🇸 #Navy #USNavy

@Airforce

·

6m

Bringing home our heroes.

Follow us @Airforce for more! 🇺🇸 #Airforce #USAirforce

TIRE91 US Navy E-6B Mercury heading out and now back from the Gulf and out of Tinker AFB

They have what is called the VLF antenna and it is a very thin, but very long-at 5miles-so that they can communicate via ultra-low frequency to the subs at depth-see cap#3 for how it is deployed

This is the Navy's version of the E-4B Nightwatch and they have about 22 of these and the AF has 4 active E-4Bs-those are in the process of being upgraded too-at Edwards AFB

They are both called "Doomsday" ACs and there are usually 2-3 up at all times over CONUS

The Mecury(s) fall into what is known as TACAMO (Take Charge And Move Out) is a United States military system of survivable communications links designed to be used in nuclear warfare to maintain communications between the decision-makers (the National Command Authority) and the triad of strategic nuclear weapon delivery systems.

>>139707

Moroccan AF FRV0915 G5 done at Thessaloniki, Greece and now ws after just less than 1 hour on ground

>>139683

>>139685

#945

>>139691 TEFLON17USAF KC-46A Pegasus tanker over the Potato/Potata 'at Delaware' position and some tanker 'talk'-VV100 US Navy brass G5 west from JBA

>>139692 SAM381 USAF C-40B NE from JBA State Dept AC heading across the pond

>>139694, >>139697, >>139698, >>139701, >>139707 PF:Europe-Med.-Gulf Activity-Lotsa Sovereign flights up right now-Algerians to Dhabi, Czechs to Qatar, Hungarians to Riga, Greeks to Luxembourg, Germans in/outta Rome in less than 60 minutes, Moroccans to Thessaloniki Greece, SPAR10 to Ankara

>>139695 Eni Wins Stake in $29 Billion Qatari Project as Gas Prices Surge

>>139696 3rd Look at Local Housing Markets in May; Inventory Up, Sales Down, New Listings Picking Up

>>139699 GORDO14 USAF E-4B Nightwatch departed Wright-Patterson AFB-back to Lincoln

>>139700 Real FLOTUS "Wishing all the dads and father figures a #HappyFathersDay!"

>>139702 Yellen Says Elevated US Inflation Locked In for the Rest of 2022..."but that strong personal finances will stave off a recession"....:I

>>139714 @ARMY "What is the warrior ethos."

>>139715 @Marines "Up in the smoke."

>>139716 @Navy "Service."

>>139717 @Airforce "Bringing home our heroes."

>>139723 Moroccan AF FRV0915 G5 done at Thessaloniki, Greece and now ws after just less than 1 hour on ground

C101 US Coast Guard G5 SW from Reagan National @ over 41k ft

5 USAF C-130 Super Hercules X,2 of XXX, XXXX and 085693 west from Charleston Int'l

"Nasty Squeeze" On Deck: Last Week's Shorting By Hedge Funds Was "The Second Largest Ever"

Last week, when we observed that Monday (the day the S&P finally tumbled into a bear market) saw the the fifth largest 'sell program' in history..... which was promptly surpassed by even more furious selling on Thursday when the TICK hit -2,057, the 4th biggest selling program on record.... we quoted Goldman's Prime Brokerage according to which hedge funds - the so-called "smart money" at least until Melvin Capital showed everyone just how dumb said money really was - not only sold US stocks for a seventh straight day Monday but the dollar amount of selling over the last two sessions (Friday and Monday) exploded to levels never before seen by Goldman, which is remarkable because the bank's records go back to April 2008 which means they capture the chaos from the Global Financial Crisis. In other words, we just saw a more frenzied liquidation than what took place in the immediate aftermath of Lehman! The data also prompted us to question how much of this was actual normal selling (i.e., closing out existing positions) vs short selling (betting on more downside).

We now have the answer: according to Friday's post-mortem note by Goldman trader John Flood "in notional terms, this week’s shorting activity on our PB book was the second largest ever on our record (second only to the week ending June 12, 2008)." And then you had the NYFRB start with the Reverse Repos in September -a few months later-however the BIG difference is they are much bigger now and are targeted at the Yen-and add in those dollar rolls that started this last week and it's setting up for the BOJ to raise rates-and if a recent poll is to be believed (it will be attached to this article) the Japanese public is starting to get hip to this not being a long-term solution even though it's been going on for over 12 years now).

Here are some more details on recent hedge fund performance from Goldman's Prime Brokerage courtesy of Flood: The Goldman Sachs Equity Fundamental L/S Performance Estimate fell -4.61% between 6/10 and 6/16 (vs MSCI World TR -8.47%), the worst weekly returns since Jan ‘21, driven by beta of -3.99% (from market exposure and market sensitivity combined) and to a lesser extent alpha of -0.62%. L/S Equity HFs now down 19.02% on the year. Fundamental L/S Gross leverage -3.6 pts to 166.1% (3rd percentile one-year) and Net leverage -3.6 pts – the largest week/week decrease since early January – to 46% (lowest since Oct ‘19).

But here is the punchline: "In $ terms, this week’s shorting activity was the second largest ever on our record (behind week ending 6/12/08). Single Stocks/Macro Products were both shorted and made up 83%/17% of the $ short sales." For perspective, 9 of the 10 largest stock shorting weeks in Goldman's record occurred in 2008 (weeks ending 6/12, 5/8, 6/5), 2020 (weeks ending 4/5, 3/5, 3/12), and 2022 YTD (weeks ending 6/16,1/6, 6/9); the week ending 2/25/21 was the other one.

And predictably, following such massive shorting episodes, what follows traditionally has been a major squeeze: as Goldman's table below shows, returns following 20% S&P 500 declines have typically been positive. And while a squeeze now appears inevitable, the market will need much more than just technicals and positioning to recover, as the following chart shows: the current bear-market selloff has been the most violent and vicious ever! As Flood concludes, "while it certainly feels like we are primed for a nasty squeeze early next week.... I think play book remains to sell the low quality bear mkt squeezes whenever they appear.....and I think we will see more than our fair share of them."

https://www.zerohedge.com/markets/nasty-squeeze-deck-last-weeks-shorting-hedge-funds-was-second-largest-ever

This is exactly what I mentioned just prior to the CPI release with Jerry and Janet's "set-up"-was just a little early on it

>>138263 Mkt Fag: SSDD "US Stocks Pare Drop" early wut a surprise!.../s but then LaGarde throws some cold water on it via the Rate Hike "signal"and intra-day "flake" issue(s) (H&S) Bear Trap-edition

They need the "fuel" from the 'short-bus' covering to send it up and they probably allowed the Swiss to liquidate which is what the last week was most likely about and added to it (short positions from when that observation about the bear-trap was made) LARGE over the last week.

When you are dealing with big amounts..the last % points of a rally doesn't matter on that scale-especially if you are booking in the high double-digit amounts-in some cases triple-(%-wise) in gains..they just want out.

You can also take the contrarian look at this and the just setting it up to drop again...what I do know is that they have a new "fresh" set of short-bus riders over the last 10 days and (((they)))would really like to yank those out.

>>139613 lb

Two Chinese government ships leave Japanese waters around Senkakus

Two China Coast Guard ships left Japanese territorial waters around the Senkaku Islands on Sunday morning after intruding into the area the previous day. The two Haijing ships crossed into the Japanese waters on Saturday afternoon, according to the Japan Coast Guard’s 11th regional headquarters in the Okinawa capital of Naha. The Chinese vessels left the Japanese waters around 11:25 a.m. Sunday after repeatedly moving into and out of the areas in line with the movements of a Japanese fishing boat, officials of the regional coast guard headquarters said.

The Japanese-administered islands in the East China Sea are claimed by China, which calls them Diaoyu.

https://www.japantimes.co.jp/news/2022/06/19/national/chinese-ships-senkakus/

Pretty certain it will be this area that sets off the China/Taiwan thing and not a full frontal invasion by the Chinese as that would be too obvious-it will be a Japanese Navy/Coast Guard Captain that goes a little "too far" (in the eyes of the Chinese) and triggers this mess and since we have a security pact with the Japanese (and the Chinese are all too well aware of this) that means we have to get involved-but that all depends on how an 'attack' is defined as well. If a clear provocation by the Japanese is shown they may/might be able to use that to say "hey YOU did that so you were not attacked as defined by article blah, blah, blah of this agreement"-but once the genie is let out it's hard to put back and they probably thought that with the Gulf of Tonkin too (and why the PTB pulled that stunt in THAT way-since it was all about having control of the oil in the area when we "won") during the Vietnam build-up too..let's hope cool heads prevail here and it appears that they are so far as it's a 'two steps forward and one to two back' with this for a long time. The almost every other day incursion of China into Taiwan's exclusionary zone via Air is another matter and that seems it's a dick measuring exercise to show the world "we could do this right now"

This is not accounting for the long history of Taiwan/Formosa and where the real power sits-merely addressing the military 'push-pull' as I do not think an overtly hostile act is going to occur but you could have a few skirmishes that heighten the tension that is for sure.

>>139733

Article for support to comment made in linky

>-and if a recent poll is to be believed (it will be attached to this article) the Japanese public is starting to get hip to this not being a long-term solution even though it's been going on for over 12 years now).

46% in Japan want BOJ to halt ultraloose policy: Nikkei poll

PM Kishida's approval rating falls sharply as inflation bites households. Nearly a majority of the Japanese public thinks the Bank of Japan should cease its ultraloose monetary policy, Nikkei has learned in its latest survey, as 46% wish for the policy to end while 36% favor the BOJ maintaining its approach.

The central bank decided Friday to continue pushing its ultraloose policy after a two-day meeting of policy board members. The BOJ's long-held stance is intended to support the economy, but the widening gap between Japan's low interest rates and those in the U.S. and Europe has driven the yen to a 24-year low.

The survey also found that 64% of respondents cannot tolerate Japan's recent inflation, caused by rising commodity prices and the cheaper yen -- which generally makes imported products more expensive. Meanwhile, 29% said they can tolerate it, in the weekend poll conducted with TV Tokyo.

Of those who said they could not tolerate the current inflation, 53% wanted the BOJ to halt the ultraloose policy. The approval rating for Prime Minister Fumio Kishida's cabinet sank to 60%, from 66% during the previous survey in May. Yet this rating remains higher than the 59% figure for the cabinet when it debuted in October. But those saying they do not approve climbed to 32%, the highest for Kishida's cabinet.

The proportion of respondents who do not approve of the government's counter-inflation measures rose to 69%, 8 percentage points higher than in the May survey. Only 21% approve of the measures, falling from 28% in May. Ahead of Japan's upper house parliamentary election set for July 10, the ruling Liberal Democratic Party held the highest approval rating among political parties, with 45%. The LDP had 51% approval in May.

The Japan Innovation Party, or Nippon Ishin no Kai, followed with 8%. The center-left Constitutional Democratic Party, the country's main opposition party, came in third with 7%. But 25% of respondents said they support no particular party. The survey was conducted by Nikkei Research from Friday through Sunday, using random-digit dialing to target men and women 18 and older. It drew 912 respondents, for a response rate of 42.9%.

https://asia.nikkei.com/Economy/46-in-Japan-want-BOJ-to-halt-ultraloose-policy-Nikkei-poll

Not the best sample results for a poll with less than 1000 and we all know how polls werk- ask Hillary and her 98% one..kek but this is probably just placed in the news cycle to prepare for it and show a little "proof". Also had a former BOJ Gov pushed out a few weeks ago saying literally the same thing (i.e. the "good cop" role) so a case of this is what we are gonna do so there-whenever they do it it's not gonna be pretty that is for sure.

This article lacks some major context which is provided below, namely what those two (China and Japan) have done since April 2021 plus who had increased holdings-that is provided in the cap and commentary below

China And Japan Cut US Treasury Holdings As Federal Reserve Hikes Rates

A strange narrative of "defeated inflation" is circulating in the mainstream in the wake of the Federal Reserve's recent 75bps interest rate hike, but we've seen this kind of false optimism from the Fed and the media before. Economists calling for a deflationary reaction might be holding their breath for a while as price inflation continues to climb for many months to come. This consequence is reinforced by the decline in foreign investment in US Treasury bonds. Higher interest rates and the promise of increasing yields have not been enough to lure outside investors into treasury markets, with treasuries now facing the worst bond market collapse in half a century. With the yield curve inverting once again, long term bonds are coming under scrutiny and the question now is: How will the US government pay off its exponential debts without ongoing stimulus from the Fed and an ever increasing balance sheet?

More printing means more price inflation, but no printing also means more price inflation. This uncertainty has led China to dump US Treasuries to the lowest level in 12 years, and Japan, once a stalwart pillar of US investment, is cutting their holdings as well. Arguments can be made that this is part of molding currency markets to artificially increase or decrease exchange rates, but regardless of the reason, the decline in US treasuries along with the ongoing decline in the US dollar as the world reserve currency leads to one thing: More inflation.

Overseas dollar holdings are in the tens of trillions. Estimates suggest that around 60% to 75% of all dollars are held in overseas coffers for use in international trade. Failing US bonds indicate a trend towards a decline in dollar usage. The end result would eventually be the reverse flow of dollars back into the US, causing even more inflation than we already have.

The Fed's 75bps rate hike is a drop in the bucket compared to what will be needed to slow the inflationary/stagflationary crisis. Yield curve inversions can be a sign of coming recession, but not necessarily an end to price inflation. Yet, mainstream economists are already predicting deflation back to balance? This seems to be another disinformation campaign much like the "inflation is transitory" narrative of the past two years, which even Janet Yellen now admits was utterly wrong. The reaction of foreign creditors does not suggest an end to inflation; in fact, it indicates the opposite.

https://www.zerohedge.com/markets/china-and-japan-cut-us-treasury-holdings-federal-reserve-hikes-rates

Major Foreign Holders of Treasury Securities

You should notice who is not on this list-and has not been since late 2020'

Since April 2021 China had been dropping it's exposure however you can see increased in July 2021 (from June) then steady with a in August then slight increase in Sept and then added in Oct, and Nov (anticipating a potential result here?.../s) while Japan was pretty 'yo-yo'ey' until Feb 2022 to Mar 2022 where it went from $1.306.3T down to $1.232.4 a drop of $73.9B MoM

The countries that increased holdings of US Treasuries are as follows: Peru, Colombia, Saudi Arabia, Bahamas, Bermuda.

https://home.treasury.gov/data/treasury-international-capital-tic-system-home-page/tic-forms-instructions/securities-b-portfolio-holdings-of-us-and-foreign-securities

>>139735

Yen back over 135 after opening a few hours ago

https://www.marketwatch.com/investing/currency/usdjpy

As a reminder our markets are closed for a holiday tomorrow-they wasted no time adding that to the schedule

Even though we have a holiday I wouldn't be surprised if the lights are on at the NYFRB because they started up those dollar rolls last week-it's an automated thing but since they should be closed-like every other bank-I'd like to see if they sneak it in.

They may do it and then report it later-like they did with the currency swaps last week

>>139692

SAM381 USAF C-40B stopped at Shannon, Ireland for a refuel and SE from that-signal frozen just south of Cairo at 35k ft-it is still heading south even though the icon shows north

General Flynn ️️️

“I never endorsed McCarthy for House Speaker, no, never did it. I only endorsed him for re- election to his seat in Congress.” Wait until you hear the rest of his answer. I draw the conclusion Trump is considering running for house Speaker and leaving his options open. B-I-G news!”

https://www.thegatewaypundit.com/2022/06/wayne-root-latest-exclusive-interview-president-trump-revelations-shocking-response-running-house-speaker-proof-america-communist-attack/

@jimisnotq

·

18m

Our new comic book is amazing. You need this. Please get this. Is It Wet Yet Press is on fire!

shop.isitwetyet.com

they writing fantasy pieces about hairman (newsome) replacing Potato as the Dem "leader" so I see some changes on that end coming soon.

Kneepads is a non-starter so who they got?

https://www.sfgate.com/politics/article/The-Atlantic-dreams-about-Newsom-replacing-Biden-17249234.php

>>139754

SAM381 USAF C-40B on descent for Jeddah, SA just before sunrise from Shannon Ireland refuel stop and JBA depart earlier today-Potato going in July so this likely the start of all the deets being arranged-it is to take place on July15-16 after a visit to Israel first..of course.

this from June 14th

Saudi Arabia Looks Forward to Welcoming President Biden

Upon the invitation of the Custodian of the Two Holy Mosques King Salman bin Abdulaziz Al Saud of the Kingdom of Saudi Arabia, President Joseph R. Biden Jr. of the United States of America will be conducting an official visit to the Kingdom of Saudi Arabia on July 15-16.

https://www.saudiembassy.net/news/saudi-arabia-looks-forward-welcoming-president-biden

Zelenskyy expects Russia attacks to intensify FF attacks with EU summit this week

Ukraine's President Volodymyr Zelenskyy predicts Russia will escalate its attacks this week as European Union leaders consider whether to back Kyiv's bid to join the bloc and Moscow presses its campaign to win control of the country's east. "Obviously, this week we should expect from Russia an intensification of its hostile activities," Zelenskyy said in his Sunday nightly video address. "We are preparing. We are ready." Ukraine applied to join the EU four days after Russian troops poured across its border in February. The EU's executive, the European Commission, on Friday recommended that Ukraine receive candidate status.

https://asia.nikkei.com/Politics/Ukraine-war/Ukraine-war-Free-to-read/Ukraine-latest-Zelenskyy-expects-Russia-attacks-to-intensify-with-EU-summit-this-week

https://twitter.com/EuromaidanPress/status/1538537381866921985

https://twitter.com/AfrinBizim31/status/1538544449499930624

Talkin shit these globalists

>>139766

said from the comfort of a desk

who's we nikka?

>askin' for a fren

>>139683

>>139685

>>139728

#945

>>139691 TEFLON17USAF KC-46A Pegasus tanker over the Potato/Potata 'at Delaware' position and some tanker 'talk'-VV100 US Navy brass G5 west from JBA

>>139692 SAM381 USAF C-40B NE from JBA State Dept AC heading across the pond

>>139694, >>139697, >>139698,>>139701,>>139707 PF:Europe-Med.-Gulf Activity-Lotsa Sovereign flights up right now-Algerians to Dhabi, Czechs to Qatar, Hungarians to Riga, Greeks to Luxembourg, Germans in/outta Rome in less than 60 minutes, Moroccans to Thessaloniki Greece, SPAR10 to Ankara

>>139695 Eni Wins Stake in $29 Billion Qatari Project as Gas Prices Surge

>>139696 3rd Look at Local Housing Markets in May; Inventory Up, Sales Down, New Listings Picking Up

>>139699 GORDO14 USAF E-4B Nightwatch departed Wright-Patterson AFB-back to Lincoln

>>139700 Real FLOTUS "Wishing all the dads and father figures a #HappyFathersDay!"

>>139702 Yellen Says Elevated US Inflation Locked In for the Rest of 2022..."but that strong personal finances will stave off a recession"....:I

>>139714 @ARMY "What is the warrior ethos."

>>139715 @Marines "Up in the smoke."

>>139716 @Navy "Service."

>>139717 @Airforce "Bringing home our heroes."

>>139732 C101 US Coast Guard G5 SW from Reagan National @ over 41k ft & 5 USAF C-130 Super Hercules X,2 of XXX, XXXX and 085693 west from Charleston Int'l

>>139733 "Nasty Squeeze" On Deck: Last Week's Shorting By Hedge Funds Was "The Second Largest Ever" and some info on this set-up from before the CPI release

>>139734 Two Chinese government ships leave Japanese waters around Senkakus

>>139735, >>139752 46% in Japan want BOJ to halt ultraloose policy: Nikkei poll

>>139746 China And Japan Cut US Treasury Holdings As Federal Reserve Hikes Rates + what China/Japan has done since 2021 and who increased holdings MoM Mar-Apr 2022

>>139757, >>139758, >>139759, >>139761 General Flynn:“I never endorsed McCarthy for House Speaker, no, never did it. I only endorsed him for re- election to his seat in Congress.” Wait until you hear the rest of his answer. I draw the conclusion Trump is considering running for house Speaker and leaving his options open. B-I-G news!”

>>139760 @jimisnotq Our new comic book is amazing. You need this. Please get this. Is It Wet Yet Press is on fire!

>>139762, >>139764 They dream of Gavin as Democratic Leader-The Atlantic publishes article fantasizing about Gavin Newsom replacing Joe Biden

>>139763 SAM381 USAF C-40B on descent for Jeddah, SA-"Saudi Arabia Looks Forward to Welcoming Potato on July 15-16"

>>139765 Zelenskyy expects Russia attacks to intensify FF attacks with EU summit this week

>>139766 UK Military Brass talkin' out dhey ass: "We are the generation the must prepare the army to fight in Europe once again.." and Chief of General Staff of UK ordered army to prepare for a full scale war with Russian army in Europe

SAM292 USAF G5 on approach for New York Stewart Airport (West Point Academy's Airport) from JBA depart

imma going

I'll ttyitm