dChan
Anonymous ID: a9b9eb May 10, 2022, 11:50 a.m. No.16248887   🗄️.is 🔗kun   >>9151 >>9346 >>9464 >>9468 >>9500

>>16242053 pb

Russian AF RA-96018 Special Flight Squadron IIlyushin-96-300 departed Algiers, Algeria after dis

Trace froze at current spot a little over 2 hours ago

Sergei Lavrov, head of Russian diplomacy, is in Algeria-not any moar

The head of Russian diplomacy, Sergei Lavrov, is paying a visit to Algeria, a key ally of Moscow and gas exporter increasingly in demand by a Europe seeking to reduce its dependence on Russian gas. Arriving in Algiers on Monday May 9, Sergueï Lavrov met on Tuesday with his Algerian counterpart Ramtane Lamamra, before being received by President Abdelmadjid Tebboune, according to media reports. This visit, Segrei Lavrov’s first to Algeria since January 2019, coincides with the 60th anniversary of the establishment of diplomatic relations between Russia and Algeria. On the diplomatic level, everything is in good shape between the two countries. Algeria, like many African countries, has always refused to condemn Russia for the war in Ukraine. At the beginning of April, she voted against the decision to suspend the Russian Federation from the Human Rights Council. On April 18, Russian President Vladimir Putin spoke by telephone with Mr. Tebboune to discuss in particular “coordination within OPEC+, as well as the situation in Ukraine”, according to the official Russian agency TASS. Algeria, a leading gas exporter, supplies around 11% of the gas consumed in Europe, compared to 47% for Russia.

https://actualnewsmagazine.com/english/sergei-lavrov-head-of-russian-diplomacy-is-in-algeria-2/

Anonymous ID: a9b9eb May 10, 2022, 1:21 p.m. No.16249291   🗄️.is 🔗kun   >>9310 >>9344 >>9346 >>9464 >>9468 >>9500

Mkt Fag: Relief "rally' bounce and the liquidation abrogation -until tomorrows CPI edition

 

Today was all about making it look "good" for the impending disaster known as CPI coming tomorrow-Mkt up "good" fake inflation reading over 9% 'ok' cause they will say "It has 'peaked'"for the umpteenth time and it was 'unexpected' this time again-(really it's much higher go here for closer to real: https://www.shadowstats.com/ ) But there is still much tension underlying all of this. They can't "go" anywhere and are all sitting with thumbs up ass saying "WTF do we do now?". Ag/Au will catch a huge bid after that (CPI) mess is released -it may not be right away but look at how much an industrial metal and (real) money has been smershed in the last 10 days. Not rocket science with Ag-429,205,000/ozs "traded" yesterday. https://www.cmegroup.com/markets/metals/precious/silver.volume.options.html#optionProductId=458

 

See they are already prefacing the CPI # tomorrow

CPI, PPI: Markets look for signs of U.S. inflation peak

https://www.reuters.com/world/us/cpi-ppi-markets-look-signs-us-inflation-peak-2022-05-10/

 

Most shorted stocks not really helping that much here because they were left fer ded yesterday. They got what they could out of that bounce that started at 1:22pm est as about 40 minutes into the close it gave up half of that

Top winner/losers-you can see it's pretty normal looking but there are some dumpage in them volume-wise. Example Pelton (-10.16%) a5 5.5x avg volume.

Dow, NAS'', ''SP500',

https://markets.businessinsider.com/index/market-movers/dow_jones

https://markets.businessinsider.com/index/market-movers/nasdaq_100

https://markets.businessinsider.com/index/market-movers/s&p_500

 

First Goldman Sachs with "muh market drop coming" and now JP Morgue and both in front of the CPI#s a coming…….which will be a disaster 'as fake as they are.

JPMorgan's Head Of US Trading: I Haven't Seen Investors This Bearish Since 2008

https://www.zerohedge.com/markets/jpmorgans-head-us-trading-i-havent-seen-investors-bearish-2008

They don't want address the reality of the situation that they all created….and that this comes form the Morgue..CLASSIC!!!

 

Looked tired from the open and although the big sales seem to have abated-this is just 'space' to sell into. See after Jerry's FOMC pressor and the skying it did on information they already knew back in February. This is how they do it. NAS lost it's "space" right after 11am est. They got what they could "out" on that bounce that started 18 minutes in and sold down since 10am est. All the indices identical slide. Just look across all the indices for individual stocks that are getting HAMMERED. PTON but one example (-14.83%) on over 5x volume so far. This is massive leverage being unwound but the ESF (Exchange Stabilization Fund) can support the markets with some strategic buys of the products that track them (ETFs) so it "looks" less robotic and moar organic…ProTip:..NOT. There are individual news stories affecting some of these and I am not getting into those but the liquidity is just NOT present…ZH tweet yesterday here "3MM moves ES one tick. This is a market for ants" https://twitter.com/zerohedge/status/1522625979541336066

Then at approximately 1:22pm est it was muh up button pushed (the NAS is hilarious..really watching all dhat on L2 was quite fun!!) They even dragged the RUT from it's depths-but could not close it green, nor the DOW and once again the volume pick-up into the close was biggest in the SP500 and they managed to get that green by +0.24%

>>16245810 Aussie issues in mkts

>>16245362, >>16245380 China Tech Stocks Tumble Near 7% as Traders Return From Holiday

NASDAQ 100 Markets Movers

https://markets.businessinsider.com/index/market-movers/nasdaq_100

 

Treasury complex-see cap#3. 10 year backed off 3% after a spike early to 3.08% @8:47am est. 30 yr similar action but remains above 3%-had quite a spike to 3.21% @11am est -30 yr fixed tells a different story and the points you see are basic and do not reflect your variables-tread lightly with what you see as "quotes". +/- 5% depending on location etc. Treasuries were mixed with the long-end bid while the short-end saw yields rise very modestly (20Y -6bps, 2Y +2bps). 2s and 30s are now both down 12bps on the week with the belly outperforming. 10Y yields closed back below 3.00%

 

FOREX- USD-Ruble-Yen-see cap#4 for US$ Rubel is 0.014260 -0.000025 -0.18%on the US close but was up 0.50% on Europe's close earlier . Muh ¥ still above 130 @130.39 0.09 +0.07% and strengthened after Europe's close . US$ closed 103.91 +0.25 +0.25%-Previous Close $103.65

NYFRB Operations today -the paper game vs 'cash' but first this..

Fed’s Waller promises to tackle inflation, says mistakes of the ’70s won’t be repeated

https://www.cnbc.com/2022/05/10/feds-waller-promises-to-tackle-inflation-says-mistakes-of-the-70s-wont-be-repeated.html

the $ quote: "“They had zero credibility, so Volcker just basically said, ‘I’ve got to just do this shock and awe,’” Waller said. “We don’t have that problem right now. This is not a shock-and-awe Volcker moment.”

Muh sides!!

 

Mortgage backed Securities (MBS)-but we are really gonna stop this we promise

$6.914B submitted vs. $2.076B accepted-2 operations today

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

Reverse Repos

$1.864T submitted and all of that "cash" exchanged for paper

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

Securities Lending Operations

$38.93B submitted vs. $38,72B accepted

Biggest chunk was CUSIP# 91282CDY4 and same as yesterday the 10 yr Note w/ $5.286B

 

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

Oil/Energy-see cap#. WTI bounced on a hundy ($100.6x) recovered and right back at it on Europe's close. Natty Gas sold down to the $6.5X level and has recovered to $7.3X level and sideways after that-prices spiked after reports that Ukraine was shutting off one of the pipelines for Russian gas into Europe. WTI under a hundy -3.72(-3.61%) at 12:15pm est on some biggish volume. WTI finished at -3.30(-3.20%)'''see upper right of cap#2 Biggest volume of the day @ @:15pm est right at $99.6x

>>16248890 lb US oil request rejected (by Brazil) US NatGas

 

Metals-see cap#5 for after the bell pricing on Ag Berry quiet early on as just re-buying already covered territory. But then between 1pm on the nose and 1:24pm est Ag HALO'd and tried to work that 'off and but did not and by 2:52pm est right back there @ -0.34 -1.56% while the CB pet Au is at -12.80 -0.69% and has teh same pattern. Improving the Gold/Silver ratio again 85.728 +0.608 +0.71%. For some context here is the 1 month change in this +7.294 +9.30%, 1 year +18.478 +27.48% Gold was dumped again, back below $1850

https://goldprice.com/gold-silver-ratio/

 

Some thangz…

>>16248426 pb Pfizer to buy rest of Biohaven for $11.6B

Mortgage Origination's by Credit Score and Age and see below this for some "highlights" of that Report.

The NY Fed released the Q1 Quarterly Report on Household Debt and Credit this morning. Here are a couple of charts from the report.

https://www.calculatedriskblog.com/2022/05/mortgage-originations-by-credit-score.html

Consumer credit reports increased by $250 billion during the first quarter of 2022 and stood at $11.18 trillion at the end of March. Auto loan balances increased by $11 billion in the first quarter. Student loan balances now stand at $1.59 trillion, and increased by $14 billion in the first quarter of 2022. In total, non-housing balances grew by $17 billion, boosted additionally by a $7 billion increase in other balances, which include consumer finance loans, retail cards, and unclassified loans.

https://www.newyorkfed.org/microeconomics/hhdc.html

 

muh, muh crypto

Yellen Cites UST Breakdown While Calling for Stablecoin Rules

Treasury Secretary Janet Yellen said the de-pegging of TerraUSD shows the urgency to have a regulatory framework on stable coins, which aim to minimize the volatile price swings seen in most cryptocurrencies. “A stablecoin known as TerraUSD experienced a run and had declined in value,” Yellen said during testimony before the Senate Banking, Housing and Urban Affairs Committee on Tuesday. “I think that simply illustrates that this is a rapidly growing product and that there are risks to financial stability and we need a framework that’s appropriate.”

https://www.bnnbloomberg.ca/yellen-cites-ust-breakdown-while-calling-for-stablecoin-rules-1.1763888

 

remember that some of Musk's financing comes from Brookfield-$250 million

They started off in 1899 as the São Paulo Tramway, Light and Power Company…..

Brookfield Decides to Spin Off Its Asset-Management Unit

 

Brookfield Asset Management Inc. plans to spin off its asset-management business, according to a person familiar with the matter – a step designed to simplify the organizational structure at one of the world’s largest alternative investment firms. The new publicly traded entity will control Brookfield’s fee-generating assets, such as real estate, infrastructure, credit, private equity and renewable energy. The unit’s assets under management were $364 billion as of Dec. 31.

https://www.bnnbloomberg.ca/brookfield-decides-to-spin-off-its-asset-management-unit-1.1763871

 

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

https://www.marketwatch.com/investing/bond/tmubmusd30y

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

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

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

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

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

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

https://www.livecharts.co.uk/MarketCharts/ngas.php

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