Anonymous ID: 219aba June 17, 2022, 5:36 a.m. No.139432   🗄️.is 🔗kun   >>9458 >>9465 >>9528 >>9583

The vanishing Mr. and Mrs. Potato

 

8:30am est hosts the Major Economies Forum on Energy and Climate where he reaffirms U.S. leadership to galvanize actions that strengthen energy security, enhance global food security, and tackle the climate crisis

 

11:00am est Potato/Potata depart the White House en route Rehoboth Beach, Delaware

 

11:55am est Potato/Potata arrive in Rehoboth Beach, Delaware

https://factba.se/biden/calendar

Anonymous ID: 219aba June 17, 2022, 6:19 a.m. No.139437   🗄️.is 🔗kun   >>9465 >>9528 >>9583

Europe/ Med. Activity

 

JASDF JF442 767 departed Rzesow after a ground stop of 2h 20 minutes dropping off some anime pron to Zelensky-heading to Dubai for a refuel-arrived there on 0615 after a depart from Atsugi AB and a fuel stop at Kuala Lumpur Int'l

 

Hungarian AF HUAF A319 south from Lulea Sweden stop of about just over 60 minutes

REDEYE6 USAF E-8 C Joint STARS over northern Poland-he is 'under' the Hungarian AF flight passing overhead

 

NATO06 USAF E-3A Sentry AWACS over south eastern Estonia watchin' doze 'bad' Russians and now done heading sw

 

Swiss AF SUI526 back to Bern/Belp after a stop at Hohn Air Base, Germany for 30 minutes..then north to Sandefjord, Norway for an additional 50 minutes the to Bydgoszcz Airport, Poland for....you guessed it about 50 minutes and SW to Bern/Belp

French AF CTM1016 arriving at Paris from a Vancouver BC Int'l depart

 

RAF RRR7277 RC-135 Rivet Joint over Black Sea on it's regularly scheduled harassment program

RAF RRR9831 A330 MRTT coming out of Syria and heading back to Cyprus-Akrotiri AB

German AF GAF622 A400m south from Isparta, Turkey afte a 2h 20m stop-inbound from Hannover depart

Anonymous ID: 219aba June 17, 2022, 6:45 a.m. No.139441   🗄️.is 🔗kun

>>139439

pop in here when you can...good luck with that

45 goes to N'ville later and once I post it in here it will 'magically' show up over there as if they 'found it' on own.

Posted the last one in dhere and at least RSBN located it that way and posted on there stream (and that is just fine) it's when the usual ijits ober there 'announce it' with the usual fanfare as "muh find"

Can only recall one instance where I din't have it because I wasn't even aware he was traveling

Anonymous ID: 219aba June 17, 2022, 6:56 a.m. No.139447   🗄️.is 🔗kun   >>9465 >>9528 >>9583

Europe’s Top Russian Gas Buyer Is Getting 60% Less Than Ordered

 

German energy giant Uniper SE said it’s receiving 60% less gas than ordered from Russia after Moscow limited supplies via its biggest pipeline to Europe. The Dusseldorf-based company said it’s currently replacing the missing volumes with gas from other sources. The cuts are deeper than the 25% shortfall Uniper disclosed on Wednesday. “We are in close exchange with the German government,” the company said in a statement to Bloomberg.

 

Russia stepped up the use of energy as a weapon by further cutting natural gas shipments via the Nord Stream pipeline, a move that prompted Economy Minister Robert Habeck to accuse the Kremlin of trying to drive up prices.

https://www.bnnbloomberg.ca/europe-s-top-russian-gas-buyer-is-getting-60-less-than-ordered-1.1780274

You know if you ordered it last year when he (VP) told you to do that-you din't-and stored it you would habs less of a problem but since it's easier for you to say this is being "used as a weapon " instead of actually thinking ahead a few months-because that is kinda your job....:p

Anonymous ID: 219aba June 17, 2022, 7:01 a.m. No.139451   🗄️.is 🔗kun   >>9452 >>9465 >>9495 >>9528 >>9583

>>139448

that was all the activity a few weeks ago with the ACs.

Surprised that the home sec said yes-now how they do that is gonna be interdasting to watch cause they kinda need to show him-double or whateves

And what do they "do" with him once that "habbens"-publicly speaking of course

>couldn't resist picrel

Anonymous ID: 219aba June 17, 2022, 7:22 a.m. No.139454   🗄️.is 🔗kun   >>9465 >>9473 >>9528 >>9583

>>139410 BOJ keeps policy ultraloose despite rising inflation, sliding yen

 

Over 135 again...so not "werking" Repos and those dollar rolls cause it's right back where it was at.

Dhey skroo'd

Our dollah heading back over $105.

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

https://www.marketwatch.com/investing/index/dxy

Anonymous ID: 219aba June 17, 2022, 7:34 a.m. No.139458   🗄️.is 🔗kun   >>9465 >>9528 >>9583

US Manufacturing Output Unexpectedly Shrinks In May

 

Despite collapsing macro data (and regional manufacturing surveys slumping), analysts forecast a fifth straight month of increased US industrial production in May (although at a considerably slower pace of just +0.4% MoM). Industrial production did rise in May - but only by 0.2% MoM...However, even more notable was the fact that US manufacturing output contracted in May (-0.1% MoM vs +0.3% MoM exp and +0.8% in April)...Utilities and Mining rose in May (+1% MoM and +1.3% MoM respectively).

 

Capacity utilization rose modestly to 79% from 78.9% in April, revised down from 79%.

 

And finally, we note that the Dow Jones INDUSTRIAL Average has tumbled back to earth and reconnected with US INDUSTRIAL production...Putting the 'mean' in mean-reversion for investors. But it is amazing just how long The Fed can hide reality with a few trillion dollars.

https://www.zerohedge.com/economics/us-manufacturing-output-unexpectedly-shrinks-may

Like $2T a night...like that much?

kek

 

>>139432

...and Potato gets his BS "Forum" out of the way on all this as it comes out and then GONE in about 30 minutes

Anonymous ID: 219aba June 17, 2022, 7:38 a.m. No.139461   🗄️.is 🔗kun

>>139457

that is THE YUGE ?

don't even habs any speculation on that.

Called Zelensky at Rzesow early on-and they din't show ANYTHING AC-wise from the 3 stooges trip (Macron, Draghi, Scholz) 'to Kyiv' yesterday-they learned some lessons I think...:p

Anonymous ID: 219aba June 17, 2022, 7:48 a.m. No.139465   🗄️.is 🔗kun   >>9528

>>139419

>>139421

#943

>>139432 The vanishing Mr. and Mrs. Potato-Schedule has him 'to Delaware' at 11am est

>>139437 pf Europe/Med activity: Japanese left Rzesow-Hungarians south from Sweden-Swiss from Germany and Norway back to Bern-French back at Paris from Vancouver depart

>>139440 B-day for muh fren

>>139444 Here’s how Red Flag Laws would actually work. If you’ve been watching for the last two years you know this is exactly how the radical left would weaponize these “laws” against law abiding Americans @DonaldJTrumpJr

>>139447 Europe’s Top Russian Gas Buyer Is Getting 60% Less Than Ordered

>>139448, >>139450, >>139451, >>139453 Britain orders journalist Julian Assange to be extradited to US and stand trial for the publication of classified documents from the Iraq and Afghanistan wars and doze ACs from May SAM911 and PAT44

>>139454 Yen and US $ back up....moar dollar rolls needed soon

>>139458 US Manufacturing Output Unexpectedly Shrinks In May-and Potato has hiz 'Forum' and then gone

>>139459 Let’s Dive right into Friday! #FriYAY #FridayVibes

Anonymous ID: 219aba June 17, 2022, 7:54 a.m. No.139468   🗄️.is 🔗kun

wasn't paying attention when dhat 440 posted so for sum reason I though it was wakes

the pic shoulda gave it away but that was only one cup o covfefe at that point

 

derp

Anonymous ID: 219aba June 17, 2022, 8:09 a.m. No.139473   🗄️.is 🔗kun   >>9476 >>9528 >>9583

and da markets are totally spazing cause muh rate hike banter-not even gonna bother posting it but I do noes that this one-pcrel is next for liquidations and probably are doing it already

 

Catch all that shit later-the normal Metals sold on outta nowhere volume

Lather, rinse, repeat

>>139454

over 105 now

get into all dis later

Anonymous ID: 219aba June 17, 2022, 8:30 a.m. No.139477   🗄️.is 🔗kun   >>9528 >>9583

>>139476

was always good at keeping all that current in muh head-had to or no eat

It's getting a bit overwhelming as they trot out one after another with the 'scuses

They are doing this now to get it out of the way for the election season-that I have no doubt-a month or two of "volatility" always hated that description-because they are pretty much 'in the clear' with the inflation #s until the Sept one (released in Oct) it won't change much with the YoY reading but they fear-proning it so it can be another 'surprise'

Prolly just focus on the NYFRB stuffs cause that is where it all habbening now-and increasing cause I really wanna know if they are buying a fuggen ETF with the MBS ops-but I couldn't find anything else that came close and could still be wrong on that.

Enjoy the pf'ing WAY moar and that (mkt stuffs) impacts that now and I need to have some enjoyment at this point ifywim-noes you do.

Anonymous ID: 219aba June 17, 2022, 8:43 a.m. No.139479   🗄️.is 🔗kun   >>9543 >>9583

Recession "Fears" Spark Oil & Gas Exodus, Energy Exploration Stocks Enter Bear Market

 

Anxiety over a Fed-induced US recession - as the central bank battles stagflation - have prompted a plunge in prices in the energy complex.

 

With Atlanta Fed's GDPNOW (KANGZZZ!) model now forecasting a recession has started - and inflation expectations rising - FedSpeak this morning confirmed their hawkish commitment to 'whatever it takes' to slay the inflation dragon, whether that means sparkjng a recession or not...WTI prices fell back below $110, but remain above the Biden SPR plan levels. Wholesale Gasoline prices are down hard this morning also. The SPDR S&P Oil & Gas Exploration & Production ETF dropped 7.2% (entering bear market territory) and is on pace to fall for an eighth day, which would mark its worst string of declines since June 2020. The S&P 500 Energy Index is down 16% this week and on pace for its worst weekly decline since March 2020's COVID lockdowns.

 

In the short-term, this should be good news for the average joe (and 'big guy' Joe) as wholesale gasoline and oil prices will lead to a drop in retail prices...While demand is expected to grow (as China re-opens), supply remains considerably restrained (and Biden's mulling of export bans are unlikely to help that supply situation), however, all the monetary jawboning this week has refocused traders in the short-term...As the war in Ukraine continues, the focus remains on the extent to which Russian oil flows will be altered. On Friday, the country’s Deputy Prime Minister Alexander Novak said throughput at the nation’s refineries could fall 10% this year.

https://www.zerohedge.com/energy/recession-fears-spark-oil-gas-exodus-energy-exploration-stocks-enter-bear-market

 

They are dropping Energy costs cause it's about all they can do the resuscitate any chance they have in Nov.

 

BTW KANGZZZ Bostic will change this when it suits the system to not have him be the "bad cop" cause he did the exact same shit last year

Anonymous ID: 219aba June 17, 2022, 9:03 a.m. No.139481   🗄️.is 🔗kun   >>9528 >>9583

Hedge Fund Douche Paul Tudor Jones' N171TG Dassault Falcon 50 departing Palm Beach Int'l

 

As of last week his "advice" was to buy two REITs-good luck with thatI guess you don't see the tsunami of property issues coming but these never really dropped after the 2008 event cause they needed to keep them propped along with sky high retail space rents.

Tudor Investment Corporation was formed in 1980 by Paul Tudor Jones. TIC serves as the primary advisory entity within the Tudor Group of affiliates. It is privately owned by certain current and former personnel together with its relying advisors (investment advisors eligible to register with the SEC). Jones is the sole controlling principal of Tudor and is Co-Chairman and CIO of TIC. He co-founded the Robin Hood Foundation, charitable organization that works to reduce poverty in New York City, in 1988. The firm's headquarters are located in Stamford, Connecticut and it has another office in New York City. Tudor Capital Europe LLP has an office in London. https://smartasset.com/financial-advisor/tudor-investment-corporation-review

Anonymous ID: 219aba June 17, 2022, 9:22 a.m. No.139484   🗄️.is 🔗kun   >>9486 >>9528 >>9583

45in FFL548 Citation 750 on final approach at Nashville Int'l from Morristown NJ depart

 

Has used this AC previously for rally in Michigan and Ohio

 

It is listed as PIA so no pics as the tail # is hidden

Anonymous ID: 219aba June 17, 2022, 10:11 a.m. No.139491   🗄️.is 🔗kun   >>9528 >>9583

Make sure you tell everyone about the$11.969Bin currency Swap(s) you've done with the NYFRB since June17th of last year too Christine....don't forget about that

https://www.newyorkfed.org/markets/desk-operations/central-bank-liquidity-swap-operations

 

This includes the one reported last night.

pb

>>139412 NYFRB Central Bank US Dollar Liquidity Swap(s) reported June 16th, 2022-Bank of England, European Central Bank and Bank of Japan: $196,500,000-reported after our Mkts closed

 

ECB Tool to Avert Debt Crisis 2.0 Takes Shape as Market on Edge

 

Details are emerging of how the European Central Bank plans to stave off undue panic in government bond markets as investors worry a repeat of the continent’s sovereign-debt crisis of the last decade may be on the horizon. The ECB’s Governing Council held an emergency meeting Wednesday as the prospect of the first interest-rate increases in a decade to tackle record inflation sent Italian yields to their highest since 2013, widening the gap over equivalent German notes.

 

Officials’ announcement later, that work on a new instrument will be sped up, triggered a rally that lasted into the weekend. But its longevity hinges on them delivering something convincing in the coming weeks.

 

The early signs have offered some reassurance. Nothing is certain yet, though, and there’s much discussion about how feasible and effective the emerging instrument will be, while some flag legal issues as a possible impediment to its development.

 

“There are a lot of doubts on the firepower of the new tool and whether there would be enough support within the Governing Council,” said Mohit Kumar, a managing director at Jefferies International.

 

President Christine Lagarde told euro-area finance ministers Thursday that the tool will kick in if the borrowing costs for weaker nations rise too far or too fast, according to people briefed on their discussions. The instrument may be triggered if bond spreads widen beyond certain thresholds or if market moves exceed a certain speed, she said.

 

In terms of how it will look, people familiar with the matter describe a bond-buying mechanism where other securities in the ECB’s portfolio will be sold so as not to interfere with efforts to curb the spike in consumer prices.

 

Countries that benefit from it would have to meet certain conditions to avoid concerns the ECB is financing governments outright. The hope is that work on the new instrument will conclude in time for its July 21 policy decision, when rates are set to rise by a quarter-point. There’s also the reshaping of the ECB’s PEPP program, which was rolled out as the Covid-19 crisis erupted but where net purchases ended in March.

 

Officials aim to flexibly reinvest maturing debt to support peripheral bond markets. People familiar with their plans say that about 17 billion euros ($17.7 billion) of bonds expire each month, with about 12 billion euros of that coming from core countries -- money that can be redirected to struggling markets.

 

That, they say, creates a defense that may ease stress for now. Flexibility may also involve front-loading reinvestments -- meaning the ECB could buy new bonds before older securities mature, the people said. The ECB faces challenges in German courts over the PEPP program, while a previous challenge over the public sector purchase program saw the ECB have to provide information to justify the policy.

https://www.bnnbloomberg.ca/ecb-tool-to-avert-debt-crisis-2-0-takes-shape-as-market-on-edge-1.1780393

Anonymous ID: 219aba June 17, 2022, 10:44 a.m. No.139501   🗄️.is 🔗kun

>>139495

yep they ALWAYS know and the info released on the 17th...

kek

>victory dance earlier and smaller one nao picrel

knew something was up with those ACs had ta be for them to try and hide it all like that.

So we'll see what they do about public 'appearances'

That ought to be good for a laugh or 20.

Anonymous ID: 219aba June 17, 2022, 11:07 a.m. No.139510   🗄️.is 🔗kun   >>9511 >>9528 >>9583

>>139505

yep they were dumping the flow starting on Tuesday/Weds and Italy only expected 15% drop at first-at least that is what ENI said-they knew though

Ze Germans also have a maintenance issue if/when they ever get that restarted too.

>>139367 pb

Anonymous ID: 219aba June 17, 2022, 11:20 a.m. No.139512   🗄️.is 🔗kun   >>9513

>>139511

noes you do

Thought it was funny they din't even try to make it look like they went via Rzesow like all the others-nothing visible at all.

I saw Draghi's normal AC did not move from the other day so either switched off or?

So they noes the POWER of the PF!!

kek!

That they did it for as long as they did was ridiculous

Anonymous ID: 219aba June 17, 2022, 11:29 a.m. No.139514   🗄️.is 🔗kun   >>9516 >>9517 >>9528 >>9583

NYFRB Operations todayRecord high Stand alone Reverse Repo today plus record high total amount

 

US$ and YEN UP BIG today because the BOJ did not raise rates-and won't as they have an election on July 10th. These Dollar rolls are being used to shore up the weakening Yen (and probably will de done on a daily basis from now on) but the over $4B done in the last 48 hours has had NO effect on it because it went back over 135 and currently at 134.92+2.75 2.08% and muh $ is at 104.62+0.99+0.95%

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

https://www.marketwatch.com/investing/index/dxy

 

Same thing with the Securities Lending-targeting 2s/5s with the only change of the third largest being directed at the 1 (one)s and as predicted they backed this off (the total amount but not the actual Reverse Repo) a bit-but still over $2T

 

A total of$2.276.471in overall transactions today nuffin to see here-this Repo is for Monday and uses 101 counter-parties . 18th day over the $2T mark overall and this is to get to Monday and an overall increase of $45.536B from yesterdays overall total

 

Reverse Reposee cap #2 $2.229.279T and $50.897B moar than Thursday

https://www.newyorkfed.org/markets/desk-operations/reverse-repo

 

Mortgage Backed Securities (MBS)See Cap #3 and NO QT today and only ONE (1) operation today- WAY lower on the submitted side today by$1.517B$1.511B submitted vs. $284m accepted in one operation and less accepted today by $636m This settles July 18th

Correction from yesterday: this isNOTthem buying an ETF-it is what it says-I got a letter crossed and correcting THAT mistake now-as it just din't make sense to be doing that but it appeared that way with muh mistake-feex't now-sorry for the confusion

 

These are 30 year mortgages that are yielding 3.5% and 4% and the bulk of this is directed at the obviously the lower yielding 3.5% with $227,000,000 of it that.

https://www.newyorkfed.org/markets/desk-operations/ambs

 

Securities Lending OperationsSee Cap #4 $50.916B submitted and $46.908B accepted'''

Well that was quick see this from Weds >>139213 lb' and still above $50 on submitted side

Up and over $50B a day on submitted and but just below on accepted side from Thursday. Lower by submitted by $5.135B today and $4.725B on the accepted side-plus we've had the shit with the dollar roll (BOJ and UST debt arbitrage) that kind of fits into this box too since it deals with UST and BOJ debt but it's placed under the MBS bucket-they did another dollar roll yesterday-see here >>139376 lb of $1.36B but the Yen has erased all of it's stregth today...derp!!

2 year note CUSIP #91282CER8 same as yesterday this is what they use to send "messages" to the FOMC on what they want to do with Prime Rate-biggest at $6.875B and an decrease of $822m over yesterday These were just issued on May 31st -so only held for 18 days total. . Second biggest amount is the 5 year note #91282CET4 at'''$3.850Band an decrease of $831m. So same as yesterday with 2s and 5s the biggest. A total of$11.556Band decrease of $806m directed at those so look for this to continue being the target for them as they try and manage the short-ish to medium 'belly' of the curve.

 

Please Note-they increase these by billions but decrease them by millions so you can see they are not really backing off these at allThe third largest was the 1 year at $3.046B-so a new approach with that CUSIP#912796R27 and an increase of that by $621m

https://www.newyorkfed.org/markets/desk-operations/securities-lending

 

Central Bank Liquidity Swap Operations'''None reported today..see yesterday for an after our markets closed report >>139412 lb

https://www.newyorkfed.org/markets/desk-operations/central-bank-liquidity-swap-operations

Anonymous ID: 219aba June 17, 2022, 11:37 a.m. No.139516   🗄️.is 🔗kun

good above ^^ >>139514

 

Imma retiring those dailies on the markets

Can see all that on own and think I've made muh point on what and how they do what they do intra-day with the patterns and results.

Taking away from muh other stuffs but I will still post relevant stories and things related to it but not the big dailies like in the past.

Will still stay on top on the NYFRB like above and post stuffs related to the daily reports-just a little too much to continue it in that way

Anonymous ID: 219aba June 17, 2022, 11:48 a.m. No.139519   🗄️.is 🔗kun   >>9520 >>9523 >>9528 >>9583

>>139517

>so yen shored up for now

It was until last night when the BOJ 'passed' on rate hikes so it's just under 135 now and erased all of that werk it's taken to get it under 130-cause it went right back up last night

They habs YUGE problems

Irony picrel

So all those dollar rolls and NYFRB Ops basically impotent-that is the pair to the USD so when that, Yen up, it is weakening.

Anonymous ID: 219aba June 17, 2022, 12:20 p.m. No.139528   🗄️.is 🔗kun   >>9583

>>139419

>>139421

>>139465

#943

>>139432 The vanishing Mr. and Mrs. Potato-Schedule has him 'to Delaware' at 11am est

>>139437 pf Europe/Med activity: Japanese left Rzesow-Hungarians south from Sweden-Swiss from Germany and Norway back to Bern-French back at Paris from Vancouver depart

>>139440 B-day for muh fren

>>139444 Here’s how Red Flag Laws would actually work. If you’ve been watching for the last two years you know this is exactly how the radical left would weaponize these “laws” against law abiding Americans @DonaldJTrumpJr

>>139447 Europe’s Top Russian Gas Buyer Is Getting 60% Less Than Ordered

>>139448, >>139450, >>139451, >>139453 Britain orders journalist Julian Assange to be extradited to US and stand trial for the publication of classified documents from the Iraq and Afghanistan wars and doze ACs from May SAM911 and PAT44

>>139454 Yen and US $ back up....moar dollar rolls needed soon

>>139458 US Manufacturing Output Unexpectedly Shrinks In May-and Potato has hiz 'Forum' and then gone

>>139459 Let’s Dive right into Friday! #FriYAY #FridayVibes

>>139472 @grrrgraphics Your Friday Morning Montana moment, Who's the goat?

>>139473, >>139477 Mkts spazing-Norway Sov. Wealth Fund is next imo and mebby dropping mkts now in front of the election to get "it" over with

>>139478 17 espionage charges for Assange-News of his extradition on the 17th-What are the chances?

>>139481 Hedge Fund Douche Paul Tudor Jones' N171TG Dassault Falcon 50 departing Palm Beach Int'l

>>139484 45 in FFL548 Citation 750 on final approach at Nashville Int'l from Morristown NJ depart-used this AC for Michigan and Ohio rallys in past

>>139485 LIVE: President Donald J. Trump in Nashville, Tennessee rumble and y/t links

>>139490, >>139493 VP lambasts the Wes and declares the end on the uniploar world

>>139491 ECB Tool to Avert Debt Crisis 2.0 Takes Shape as Market on Edge + the ECB has done $11.969B in currency swaps with the NYFRB since June 17th, 2021

>>139494 Perhaps the most famous ship's cat is Simon of HMS Amethyst. Even while the ship was under attack by Chinese Communists in 1949, he continued to catch rats #NationalMascotDay

>>139496 @USNavy Europs ✨Stars aren't the only things shining in the #BalticSea at night

>>139498 Daniel Scavino Jr. shared a memory from 6 years ago-" DJT has given it 110% from sunrise to well beyond sunset- all his life. He will do the same for you". #AmericaFirst

>>139499 Minnesota To Implement New Teacher Licensing Requirements That Teachers Must Demonstrate ‘Marxist’ Worldview To Keep Their Jobs

>>139505, >>139510 Russia has halted their gas supplies to France. Deliveries of Russian gas to Italy were also reduced by 50%

>>139508 China Launches Third Aircraft Carrier as U.S. Wraps Major Pacific Exercise - USNI News

>>139514, >>139517, >>139519, >>139520, >>139522, >>139523, >>139525, >>139527 NYFRB Operations today: Record high Stand alone Reverse Repo today plus record high total amount of $2.276.471T + some currency discussion(s) re: Yen and US $

>>139524 Moroccan AF FRV1315 G5 departed Paris-De gaulle Int'l back to Rabat

>>139526 SAM286 USAF G5 departed JBA NE-yesterday it was SAM912 and it went to "the farm" for about 90 minutes

>>139527 Additional NYFRB Operation for $400m-US $ roll- the Arbitrage on the UST/BOJ Debt

Anonymous ID: 219aba June 17, 2022, 12:41 p.m. No.139529   🗄️.is 🔗kun   >>9583

Samsung temporarily reduces procurement amid inventory pressure

 

Samsung Electronics is temporarily halting new procurement orders and asking multiple suppliers to delay or reduce shipments of components and parts for several weeks due to swelling inventories and global inflation concerns, sources have told Nikkei Asia.

 

The notification by the South Korean tech titan applies to components for multiple key product lines, including TVs, home appliances and smartphones, four people familiar with the situation said, and the postponement of orders involves a wide range of components across chips, electronics parts and final product packages. The move by Samsung, the world's No. 1 smartphone and TV maker and one of the leading home appliance providers, is the latest sign that electronics makers are pessimistic about the economic outlook amid global inflation risks.

 

Samsung told suppliers that the company needs to closely review its inventory levels of both components and final products to ensure stock on hand is manageable, according to the sources. Two people said the move will last until the end of July. One of the people said shipments from that source's company have not been completely halted but the volume of the company's planned shipment to Samsung for July has been slashed by 50%.

 

Samsung's inventory assets reached 47.6 trillion won ($36.9 billion) at the end of March, up from 41.4 trillion won in December, according to its first quarter earnings report. The ratio of inventory assets to total assets also jumped to 10.8% from 9.7% during the same period. The South Korean tech giant's notice to suppliers comes in stark contrast to its previous plan last month, when it told suppliers that it had a relatively healthy view of the year ahead and that it still planned to ship at least 270 million smartphones in 2022, a similar level as last year, Nikkei Asia earlier reported. Chinese makers Xiaomi, Vivo and Oppo, by contrast, have scaled back orders by at least 20% due to the lockdowns in China and weakening demand in the European market for the coming quarters.

 

Samsung was contacted but did not immediately provide a comment for this story.

https://asia.nikkei.com/Spotlight/Supply-Chain/Samsung-temporarily-reduces-procurement-amid-inventory-pressure

 

Always a good sign when one of the largest importers cuts its shipping forecast in HALF..but it's just 'temporary'-kek!! what will not be temporary is the inventory they will be carrying on it's books so look for the next qtrly release and going forward to S-U-C-K

Anonymous ID: 219aba June 17, 2022, 12:46 p.m. No.139530   🗄️.is 🔗kun   >>9583

AF2 USAF C-32A returns to JBA after departing Pittsburgh Int'l

Vice President Harris Visit to Tree of Life Synagogue in Pittsburgh

https://www.c-span.org/video/?521170-1/vice-president-harris-visit-tree-life-synagogue-pittsburgh

Anonymous ID: 219aba June 17, 2022, 4 p.m. No.139536   🗄️.is 🔗kun

>>139526

SAM286 USAF G5 already back at JBA after a 60 minute stop at Westcheser Cty Airport, NY

 

SAM320 USAF G5 departed Monterey Regional Airport after arriving from JBA on 0615 and back to JBA

SAM303 USAF G5 on ground at JFK Int'l after arriving from Scott AFB , IL-stop of about 90 minutes there and departure of JBA earlier

Anonymous ID: 219aba June 17, 2022, 5:30 p.m. No.139544   🗄️.is 🔗kun   >>9583

Steel prices tumble in East Asia on China lockdown glut

 

The price for hot-rolled coil steel has hit a 14-month low in East Asia as demand for the material, used to make a range of products from automobiles to home appliances, takes a hit from China's zero-COVID strategy.

 

The standard 1.6 mm-thick coil is now priced at around $780 per ton in cost-and-freight contracts, down 3% from a week prior and 19% from a recent high of $960 in mid-April. The material serves as an indicator for exports and other economic activity in Japan, South Korea, mainland China and Taiwan. Its recent plunge stems from falling demand in China, where zero-COVID restrictions, including the monthslong lockdown in Shanghai, have dampened production of cars, appliances and more. Inventories are piling up in the meantime. According to the China Iron and Steel Association, large steelmakers had roughly 30% more inventory in early June than a year earlier. Though Shanghai lifted its lockdown on June 1, its manufacturing sector has yet to fully bounce back. The glut of steel has led to cheaper Chinese exports of hot-rolled coil. Indian steelmakers have also reduced prices after the government in late May increased export tariffs on certain steel materials.

 

Many market watchers expect low prices to persist for some time. "The offer price for Asian exports constantly fall below the $800 mark per ton," according to one steel-trading company.

https://asia.nikkei.com/Business/Markets/Commodities/Steel-prices-tumble-in-East-Asia-on-China-lockdown-glut

Anonymous ID: 219aba June 17, 2022, 5:52 p.m. No.139547   🗄️.is 🔗kun   >>9583

>>138031, >>138635, >>138889, >>138953 pb

TITAN25 USAF E-4B Nightwatch west from JBA and on descent for Lincoln Muni Airport, NE

This is still using the callsign for when the Sec. of Defense is onboard and he just returned from Brussels yesterday to JBA after being in Singapore (meeting with Chinese) and Bangkok-Thai PM Mtg.

Either they just did not bother to change the callsign, not likely, or Austin is heading to Lincoln Muni Airport where the operations from Offutt AFB are still located at.

According to the last vid update for Offutt runway rebuild/redo the AF Certification process is now under way to certify the runway for re-opening-it is supposed to be open in September this year and according to the same video update they are" on time and on budget"

Anonymous ID: 219aba June 17, 2022, 6:02 p.m. No.139551   🗄️.is 🔗kun

>>139549

>so there are still guud peeps in there

don't doubt that and I'll give them credit for wading through the crap

The ego show is just..well I'll stop dhere

kek

Anonymous ID: 219aba June 17, 2022, 6:38 p.m. No.139557   🗄️.is 🔗kun   >>9558 >>9583

>>139556

muh diggies

kek

I was surprised that the home sec just went with it as her public stance was "In no way do I support that" but also know they are not under own control.

Mebby the ease of that may uncover a different challenge?

just spitballin'

Anonymous ID: 219aba June 17, 2022, 6:56 p.m. No.139559   🗄️.is 🔗kun   >>9561 >>9583

>>139558

it looks like he's got one moar shot at this

>“Mr Assange has the right to apply to the High Court for leave to appeal against the decisions of both the District Judge and the Secretary of State’s decision to order extradition. An application must be made within 14 days of Mr. Assange being notified of the Home Secretary’s decision.”

https://www.thegatewaypundit.com/2022/06/breaking-wikileaks-julian-assange-will-face-espionage-charges-us-extradition-order-signed-uk/

 

The question is when did they notify him?.

They made it public today and called it "friday's decision" but could have told him 14 days ago or 7 or just after that April 20th hearing.

Always gotta look it in a different way than what they say because none of it has been as they really say.

So there is another countdown and when did that begin? and it could have already habbened

Anonymous ID: 219aba June 17, 2022, 7:19 p.m. No.139572   🗄️.is 🔗kun   >>9573 >>9583

>>139408, >>139524

Moroccan AF FRV1315 G5 departed Rabat and back to Paris again-after 5 hours on the ground-dis AC is getting W-O-R-K-E-D

Something major going on here with all these trips

See linkys above for it's many trips from Rabat to Paris and back since 0609

Anonymous ID: 219aba June 17, 2022, 7:48 p.m. No.139577   🗄️.is 🔗kun   >>9583

>>139573

wish I could say wut it is but can't-they have a new 747 so if was some 'humanitarian' or refugee thing they could use that

 

This story out today about the latest accusations and he was arrested on May 21st-that article link below

Four Moroccan women accuse French tycoon of sexual harassment

 

Four women have pressed charges in Morocco against French insurance tycoon Jacques Bouthier, currently under arrest in Paris on charges of raping a minor, a rights group said Friday. Bouthier is accused of various acts of "people trafficking, sexual harassment and verbal and moral violence," between 2018 and this year, said Karima Salama, a lawyer from the Moroccan Association for the Rights of Victims (AMDV). "An enquiry has been opened and we have faith in the justice system," she said at a press conference in the northern port city of Tangiers, where the four alleged victims, aged from 26 to 28, had been employed by Bouthier's firm. Bouthier, 75 and one of France's richest men, is ex-CEO of insurance group Assu2000, later renamed Vilavi.

 

Three of his Moroccan alleged victims told journalists on Friday about their experiences, using sanitary masks and dark glasses to hide their identities. "He asked to sleep with me and when I said no, he asked me to introduce him to a sister, a female cousin or a friend, saying he would give me a nice present in exchange," one said. The women said they had been sacked after refusing to "give in to harassment and blackmail" over their employment by Bouthier and other French and Moroccan executives.

 

The women said they had faced repeated sexual harassment and intimidation as well as threats to their jobs, in a city where many struggle to find work. One said he had presented them to men working at the firm, telling them: 'If you bring in contracts, there will be beautiful Moroccan girls'. "Jacques Bouthier... believes that with his financial power he can get away with anything, in complete impunity," said AMDV chief Aicha Guellaa.

 

Bouthier, was indicted on May 21 and arrested by Paris prosecutors after a preliminary investigation into accusations of people trafficking and rape of a minor. He is also being prosecuted for conspiracy to kidnap, kidnapping in an organised gang and possession of child pornography.

https://www.rfi.fr/en/four-moroccan-women-accuse-french-tycoon-of-sexual-harassment

 

from May 26th

France, the millionaire Jacques Bouthier arrested for pedophilia: “He raped minors for years who segregated in an apartment”

https://www.shkmgmcnuh.org/france-the-millionaire-jacques-bouthier-arrested-for-pedophilia-he-raped-minors-for-years-who-segregated-in-an-apartment/3517652022/

Anonymous ID: 219aba June 17, 2022, 8:09 p.m. No.139580   🗄️.is 🔗kun   >>9583

German AF GAF901 A-340German President Frank-Walter Steinmeierreturning from Singapore and Jakarta visits..not a coincidence that he was out of the country as the 3 stooges 'visited' Kyiv yesterday imo

 

Can pull the 'Sgt Schultz' routine about all of that cause he left on Monday for Singapore

Anonymous ID: 219aba June 17, 2022, 9:02 p.m. No.139583   🗄️.is 🔗kun   >>9584

>>139419

>>139421

>>139528

#943

>>139432 The vanishing Mr. and Mrs. Potato-Schedule has him 'to Delaware' at 11am est

>>139437 pf Europe/Med activity: Japanese left Rzesow-Hungarians south from Sweden-Swiss from Germany and Norway back to Bern-French back at Paris from Vancouver depart

>>139440 B-day for muh fren

>>139444 Here’s how Red Flag Laws would actually work. If you’ve been watching for the last two years you know this is exactly how the radical left would weaponize these “laws” against law abiding Americans @DonaldJTrumpJr

>>139447 Europe’s Top Russian Gas Buyer Is Getting 60% Less Than Ordered

>>139448, >>139450, >>139451, >>139453 Britain orders journalist Julian Assange to be extradited to US and stand trial for the publication of classified documents from the Iraq and Afghanistan wars and doze ACs from May SAM911 and PAT44

>>139454 Yen and US $ back up....moar dollar rolls needed soon

>>139458 US Manufacturing Output Unexpectedly Shrinks In May-and Potato has hiz 'Forum' and then gone

>>139459 Let’s Dive right into Friday! #FriYAY #FridayVibes

>>139472 @grrrgraphics Your Friday Morning Montana moment, Who's the goat?

>>139473, >>139477 Mkts spazing-Norway Sov. Wealth Fund is next imo and mebby dropping mkts now in front of the election to get "it" over with

>>139478 17 espionage charges for Assange-News of his extradition on the 17th-What are the chances?

>>139479, >>139543 Recession "Fears" Spark Oil & Gas Exodus, Energy Exploration Stocks Enter Bear Market

>>139481 Hedge Fund Douche Paul Tudor Jones' N171TG Dassault Falcon 50 departing Palm Beach Int'l

>>139484 45 in FFL548 Citation 750 on final approach at Nashville Int'l from Morristown NJ depart-used this AC for Michigan and Ohio rallys in past

>>139485 LIVE: President Donald J. Trump in Nashville, Tennessee rumble and y/t links

>>139490, >>139493 VP lambasts the Wes and declares the end on the uniploar world

>>139491 ECB Tool to Avert Debt Crisis 2.0 Takes Shape as Market on Edge + the ECB has done $11.969B in currency swaps with the NYFRB since June 17th, 2021

>>139494 Perhaps the most famous ship's cat is Simon of HMS Amethyst. Even while the ship was under attack by Chinese Communists in 1949, he continued to catch rats #NationalMascotDay

>>139496 @USNavy Europs ✨Stars aren't the only things shining in the #BalticSea at night

>>139498 Daniel Scavino Jr. shared a memory from 6 years ago-" DJT has given it 110% from sunrise to well beyond sunset- all his life. He will do the same for you". #AmericaFirst

>>139499 Minnesota To Implement New Teacher Licensing Requirements That Teachers Must Demonstrate ‘Marxist’ Worldview To Keep Their Jobs

>>139505, >>139510 Russia has halted their gas supplies to France. Deliveries of Russian gas to Italy were also reduced by 50%

>>139508 China Launches Third Aircraft Carrier as U.S. Wraps Major Pacific Exercise - USNI News

>>139514, >>139517, >>139519, >>139520, >>139522, >>139523, >>139525, >>139527 NYFRB Operations today: Record high Stand alone Reverse Repo today plus record high total amount of $2.276.471T + some currency discussion(s) re: Yen and US $

>>139524 Moroccan AF FRV1315 G5 departed Paris-De gaulle Int'l back to Rabat

>>139526 SAM286 USAF G5 departed JBA NE-yesterday it was SAM912 and it went to "the farm" for about 90 minutes

>>139527 Additional NYFRB Operation for $400m-US $ roll- the Arbitrage on the UST/BOJ Debt

>>139529 Samsung temporarily reduces procurement amid inventory pressure

>>139530 AF2 USAF C-32A returns to JBA after departing Pittsburgh Int'l-Vice President Harris Visit to Tree of Life Synagogue in Pittsburgh

>>139544 Steel prices tumble in East Asia on China lockdown glut

>>139545 The problem in America is systemic political corruption at every level. Remove the corrupt people in the elected class and the whole globalist web decays in a heartbeat. Game Theory

>>139547 TITAN25 USAF E-4B Nightwatch west from JBA and on descent for Lincoln Muni Airport, NE

>>139550 Adam Schitt let Colbert team into the Capitol Impossible to Make Schiff Up: Peanut sniffer in chief conspired with colbert on wednesday night, then 7 colbert employees are arrested by capitol police thurs night, who were supposedly let in by watermelon heads staff, to cause a ruckus n disrupt republican members of congress.

>>139554, >>139559, >>139555, >>139556, >>139557, >>139558, >>139559, >>139561 JA extradition discussion(s)

>>139560 Solar Source Installs Cuba’s Largest Solar Array at Guantanamo Bay

>>139572 Moroccan AF FRV1315 G5 departed Rabat and back to Paris again-after 5 hours on the ground-dis AC is getting W-O-R-K-E-D

>>139575, >>139576, >>139578 @NavalInfantry ""when do you play the Trump card?"

>>139577 Four Moroccan women accuse French tycoon of sexual harassment- and from May 26th France, the millionaire Jacques Bouthier arrested for pedophilia:“He raped minors for years who segregated in an apartment”

>>139580 German AF GAF901 A-340 German President Frank-Walter Steinmeier returning from Singapore and Jakarta visits

 

>>139582

kek

wut do they say any advertising is good right?..except int that case

 

ima going

tap, tap

I'll take a Vanilla one tomorrow

kek

night