Anonymous ID: 62fd8d May 4, 2022, 1:02 p.m. No.16209834   🗄️.is 🔗kun   >>9841 >>9976 >>0138 >>0229 >>0293

C101 US Coast Guard G5 se from Kodiak. AK-Benny Benson State Airport

This AC departed Reagan National on 0501and made a stop at Santa Barabara Muni (Isla Vista) for an overnight

Departed nw to Oakland Intl 0502 for an overnight

Depart to Kodiak Airport, AK yesterday from where it departed earlier today

>>16208115 pb

SPOCK16 US Navy E-6B Mercury went back to Lincoln Muni and is back out again over the four corners area now

RICO0025 USAF RQ-4 Drone over Nevada/Utah Border

SLAM23 USAF C-17 Globemaster departed March AFB west to Hickam AFB, Oahu

Anonymous ID: 62fd8d May 4, 2022, 1:37 p.m. No.16210031   🗄️.is 🔗kun   >>0069 >>0138 >>0170 >>0228 >>0229 >>0293

'''Mkt Fag: DOW straight UP, NAS/SP500/^RUT straight down on the open-FOMC results-75bp "off the table" and Lift off!! edition

 

Keep in mind that what you see in the indices only reflect about 10% ofallthe transactions going on-most of the big shit habbens the the Darkpools and off the market "deals"-why you see some of these big blocks showing up in the NAS but it's not reflected in the overall daily volumes.

They focused on muh DOW right away on the open (because FOMC day DERP!!-and it's the 'magic' # for the normies) and the other indices were slapped down after some meandering early on. Early action in TSLA 886.88-22.37 , -2.46%, TWTR 48.57-0.30 (-0.61%) and TWTR had a bump in it back up and playing the roller-coaster game but TSLA basically attacked about 20 minutes in and showed a small intra-day dandruff problem so there is some technical stuff visible to the day trading crowd-it's there-going on with it. Just in front of Europe's close the DOW lost it's mojo and all that 'work' to keep it up gone. But then Europe closed and the 'invisible hand' showed up-EXACTLY 2 minutes after (not 6 minutes un,un on-kek) '''(hello Janet!-ESF Everything straight UP-kek so funny….not even trying to hide-but have not for a long time. @ 11:12am est there was 1.39B transaction just before Europe closed. Nasdaq exploded 3.5% higher on the day (from down 1.5% this morning)

It all got 'ready' for Jerry's FOMC to announce and everything green except the ^RUT which was still down a little over .50% 30 minutes prior to FOMC announcement. They love the #33 they do: >>16209111 pb, >>16209235 pb Federal Reserve issues FOMC statement. Jerry (and the FOMC) is/are still in TOTAL denial with this and the 50bp reflects the mantra they have stuck with since the bond market demanded higher rates…"muh transitory" bullshit.

Thare be chop in water after the FOMC announcement but it was exactly what they expected but as soon as Jerry opened his mouth at the press conference-well you can see those results across the board. They are so desperate so like what we saw yesterday-total kitchen sink at it because Fed Chair Jerome Powell suggested “A 75 basis point increase is not something the committee is actively considering … there’s a broad sense among the committee that additional 50 basis point increases should be on the table at the next couple of meetings,". …….the Fed will first allow up to $47.5 billion per month in combined U.S. Treasuries and mortgage-backed securities to run off the balance sheet. This pace will increase to $95 billion after three months.

They are still lining up at the teet though…today's MbS results were $5.09B submitted and the NYFRB only took $1.35B of that. That amount submitted represent the largest amount they have tried to push through since April 20th. Absolute PANIC as it was so bad they did 2 today and $3.63B was submitted after that first one and only $718m of that was accepted. 'The cash for trash program had a total of$8.78Bof crappy MbS at full value or no discount vs what they are really worth for that amount of digital $s. https://''www.newyorkfed.org/markets/desk-operations/ambs

Taking the "cash" back in with the Reverse Repos today: $1.815T submitted and all of it taken in and spit out in the form of US Treasury Bonds inching up to the $2T level every single day. This all got fired up (again) in March of last year and it started with a few million for a few days then climbed to the billions and then trillions. They also did some in March and April of 2020 after being dormant since the start of 2018-but it has never been in teh trillions daily like it is now and has been over the $1T levle since August 2021. https://www.newyorkfed.org/markets/desk-operations/reverse-repo

 

Treasury complex-see cap#3 Yields are walking up in front of the FOMC 'decision'-a little reality here…they would have to raise rates to about 25%, and keep them there, so there is not chance that is ever gonna habben-completely impotent. 10yr breached 3% and spent about and hour waffling around that level but headed back down. The short-end of the yield curve collapsed (2Y -13bps, 30Y -2bps) after Jerry spoke and the yield curve steepened drastically. The BOJ swims naked now (in public) as they won't ever raise rates-they can't and India stole some of the thunder earlier because they know that the FOMC is not going to take the "medicine". All you have to do is look at Russia @14% to see where they all "should be". But even that is not enough here.

>>16209054 pb India Stuns Market With Surprise Rate Hike In Unscheduled Meeting Ahead Of Fed

 

US$/Muh Yen/Ruble/FOREX-see cap#4Dollar pretty meh early and the Yen same ftmp but muh Ruble continued it's ascent and just after Europe's mkt close closed was 0.000505 +3.45% @ 0.015157. Dollar had a nose dive on the 50bp hike Muh ¥ did but that was quickly arrested by the $'s drop. Muh Ruble has cooled off too but those markets are largely closed and this reflects what US FOREX doing @2:14pm est RUBUSD@ 0.000414 +2.82%. and highest sine March 2020. The dollar reacted as one would expect after the "no 75bp rate hikes on the table" comment was uttered -1.00 -0.97% and Muh ¥ strengthened a bit back to $129.15 -0.98 -0.76%'''

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

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

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

Oil/Energy WTI Up early +3.82(+3.73%) and muh Russian Oil embargo announced as Germany confirmed it was on-board last week-after burning a hole in the sky to DC starting 2 weeks ago-four high level flights into Dulles as well as Italian AC that were not just there for a social call. It was actually down earlier because of muh "surprise " inventory build but that action gone now. The money quote from Ursala: “Putin must pay a high price for his brutal aggression,”. But it won't come into play until later this year "come into force within the end of 2022, to give EU member states time to phase out purchases."-see below. They got it to just below $107 but some big buying came in at 2:15pm est and that sent it up over $108 to end the day +5.64(+5.51%)'''-so much for the SPR releases-that worked out well…/not

Oil Rallies As EU Officially Proposes Embargo On Russian Imports

EU proposes full ban on Russian crude imports in sixth sanctions package.

https://oilprice.com/Energy/Oil-Prices/Oil-Rallies-As-EU-Officially-Proposes-Embargo-On-Russian-Imports.html

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

 

Metals- Another hit job on Ag early was at -0.17 -0.75% @12:16pm est. The hits right on the NYMEX open straight down -years of this. Obvious in the big sales starting @ 8:10am EST. Au doing nuffin early-but had it's action later on (thanks Jerry!) as the CB's own much of it and use this to settle sovereign debts-this paper game of Treasury debt is the facade they use to make it look like this is how the system works. In it's underbelly it's ALL with gold. The Chinese are/were never going to sell our debt in any size because they know it will INSTANTLY devalue the stuff they still hold so that threat was only ever just that..a threat. So go ahead try to "sell" even 2% of that and see what habbens to rest of it. The Japanese turned to net sellers from buyers and the same dynamic plays there-they can't sell big chunks or the same thing habbens-devalues what they still hold. So it will always only be a trickle.And also the expected result in Au/Ag after Jerry's presser Au + +16.50 +0.88% % and Ag +0.46 +2.02%They have come off a litle from the top just recently-we'll see howe they follow through in a few hours

Gold/Silver ratio declined becasue Ag wasSky'd +2.02%after the FOMC shit so naturally that took the juice out of the Gold/Silver ratio $81.718 −1.010 (−1.22%) but still over $80. https://goldprice.com/gold-silver-ratio/

 

Some Headlines

look at the 30yr Yields….this will NOT end well and the buying crowd is loading up on adjustable-rate loans( ARMS) you have to be a complete moran to do this in THIS environment by choice- this is key point-right now. I get that some people have to move and have no choice and with where rents are this is a sticky subject. The system is ever so happy to provide those 'products' because home buying is a psychological thing. When homes were turned into "investments: that is basis of this problem-cause everyone needs a third vacation home in Mexico or Mallorca right?

Worst Ever US Home Affordability Is Just 0.5% Away

-The average rate on the 30-year fixed started this year at 3.29% and hit 5.55% on Monday

https://www.zerohedge.com/markets/worst-ever-us-home-affordability-just-05-away

Intercontinental Exchange Weighs Deal for Black Knight

Intercontinental Exchange Inc. is weighing a deal to acquire mortgage-lending software and analytics provider Black Knight Inc., according to people familiar with the matter. The companies could reach a deal in the coming weeks, the people said, asking not to be identified because the matter is private. Talks could still fall apart and Black Knight could sell itself to another suitor or choose to remain independent, they said. ICE and other exchange operators have been branching into data and other areas of fintech in recent years as growth stalled in the traditional exchange business. Black Knight would complement Ellie Mae Inc., the mortgage-software provider that ICE agreed to buy for $11 billion in 2020.

https://www.bnnbloomberg.ca/intercontinental-exchange-weighs-deal-for-black-knight-1.1761166

https://finance.yahoo.com/quote/%5EIXIC?p=%5EIXIC

https://www.kitco.com/charts/livegold.html

https://www.kitco.com/charts/livesilver.html

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