NATO vs Russia: what happens next
Pepe Escobar
http://thesaker.is/nato-vs-russia-what-happens-next/
Grains of deceit (disinformation over Russian blockage of ports shipping wheat to provide an excuse for NATO intervention in the Black Sea.)
Natsouth
http://thesaker.is/grains-of-deceit/
M. K. Bhadrakumar | retired diplomat with the Indian Foreign Service and former ambassador
India Punchline
Ukraine after 90 days of war (Ukrainian forces in the ropes in Donbass.)M. K. Bhadrakumar | retired diplomat with the Indian Foreign Service and former ambassador
https://www.indianpunchline.com/ukraine-after-90-days-of-war/
What happens next ?
ReplyDeleteWhat has been on going for days now.
https://www.bitchute.com/video/nUd98L0vBiCf/
Turning Ukraine into Swiss cheese.
As Russia moves West
ReplyDeleteThey rebuild the taken territory at the same time.Turn into a ruble zone and create public sector jobs and pay pensions in rubles.
Before absorbing the area back into the blob.
https://www.bitchute.com/video/yPd1cHyxqGDg/
All of this as the war grinds on.
The world's wheat reserves will last for 10 weeks.
ReplyDeleteThis was stated by Sarah Menker, CEO of the analytical company Gro Intelligence, during a special meeting of the UN Security Council.
Moreover, the Ukrainian crisis is not the root cause of this situation. He "just poured oil on a long-burning fire."
"While access to fertilizers is severely limited, and the drought in the regions where wheat is grown is the most extreme in the last 20 years," she said.
In turn, the Executive Director of the World Food Program, David Beazley, recalled that with hunger comes political destabilization. This is confirmed by the riots and protests already taking place today in Sri Lanka, Indonesia, Pakistan and Peru.
The European Central Bank is likely to end its bond-buying stimulus program early in the third quarter, followed by a rate hike that could come just 'a few weeks' later, ECB President Christine Lagarde said.
ReplyDeleteChris Cook says....
No need for € QE now Russia is insisting on Rubles. The € 'QE Stimulus' narrative was always rubbish: the sole reason for € QE was to accommodate Petro€ asset purchases.
What’s up with Fed daylight overdrafts data?
ReplyDeletehttps://the-blindspot.com/whats-up-with-fed-daylight-overdrafts-data/
That time I met Klaus Schwab in my gym kit
https://the-blindspot.com/that-time-i-met-klaus-schwab-in-my-gym-kit/
The shorts are paying an eye-watering price to get out and avoid having to deliver diesel on expiry of the Nymex ULSD May22 contract on Friday.
ReplyDeleteThe prompt time-spread has now zoomed to >100 cents per gallon. The squeeze is one of the worst ever in global oil markets.
https://mobile.twitter.com/cjenscook/status/1519712314034950145?cxt=HHwWgsC47YeTjZcqAAAA
Good on Beto O'Rourke for interrupting those jackasses with their pious platitudes.
ReplyDeleteSend all of them straight to hell.
Waiting For The Equity Rally To Resume
ReplyDeleteA lot of data in this one
https://seekingalpha.com/instablog/910351-robert-p-balan/5735435-waiting-for-equity-rally-to-resume-will-add-long-index-scalpers-models-suggest-run-up
They have built a model that assumes the following ?
10Yr Yield tends to rise when the TGA growth rate is faster than those of Bank Reserves, vice versa
The delta grows when Fed monetization growth is faster, relative to Treasury Debt Issuance growth, and vice versa
Delta of Fed B/S (SOMA plus Bank Deposits) less Total Debt Issuance; Bank Reserves less TGA, 10Yr Yield
Texans ??
ReplyDeleteDerek they are still doing correlation studies…
ReplyDeleteLeverage ratio of depository system is of the form (A-L)/A…
Just look at what the components of policy (TGA, system reserves, depository reserves, policy interest rate, etc) is doing to that ratio…
Any policy that reduces that ratio is generally bearish and policy that increases that ratio is generally bullish…
Texan "officials", with their dumb ass southern drawl, and fat ass cowboy hats.
ReplyDeletehttps://youtu.be/hgCVZH-AkaY
"Derek they are still doing correlation studies…"
ReplyDeleteAye, Balan has a model for everything it seems Matt.
Every time you go to read what they are thinking up pops another one.
I've kept up with their output for roughly 2 years because some MMT'rs are involved and in that time I have seen at least 40 different types of the these correlation models.
This was the original post on May 6th
https://seekingalpha.com/instablog/910351-robert-p-balan/5729180-may-6-2022-getting-set-for-2-to-3-days-of-countertrend-rally-ny-close-basis-next-week-on
There's 5 different correlation models in that original piece alone.
Sometimes it feels like they are putting into graphs and create pictures of how you and Mike think things through.
ReplyDeleteOther times it just makes me feel dizzy and dribble down both sides of the mouth and say wibble with two knitting needles stuck up both of my nostrils.
Giraffe baws - way above my head.