Anonymous ID: 92d5d7 March 5, 2023, 5:06 p.m. No.18452807   🗄️.is 🔗kun   >>2814 >>2928 >>2985 >>3128 >>3212 >>3247 >>3312

>>18450848 pb

PlaneFag CONUS Activity: Potato in 09-0016 C-32 is done being black and back to JBA- 09-0118 C-32A departed from it's stop at Eglin AFB and also on ground while PAT539 C560 left Dothan, AL and went to Davison Airfiled and now heading SW over FL/GA border and probably to MacDill (CENTCOM)

 

SPAR440 C560 left Montgomery Regional Airport (after arriving from Scott AFB about 1 h prior to Potato's departure back to JBA and has returned to Scott while SPAR410 went to Shrevport, LA-Regional Airprot and is now at Denver Int'l and just leaving at same (DIA) is SPAR24 C-40C after arriving about 3h ago but did not go far..landed at Peterson SFB…passing overhead of that is VV375 US Navy G5 heading to JBA from Hickam AFB, Oahu depart and fianlly SAM392 G5 arrived at JBA earlier today from Scott AFB depart

SPAR=Special Priority Air Resource

SAM362 G5 departing Offut ARB (STRATCOM) after a 2h20m stop with PAT027 C-12V Huron WN from Scott AFB

 

TEAL25 WC-130j Hercules 'Hurricane Hinter' on departed Lakeland, FL-Linder Int'l and heading west into the Gulf of Meheeco-departed from Biloxi earlier (home base for these)

 

SHADY12 Beech MC12W Liberty (flying antenna farms little brother) departed Waco, TX Regional Airport after aabout 1h40m on ground and for the 12 Senate Republitards who voted to protect same-sex marriage back in November

Who are 12 U.S. Senate Republicans who voted to protect same-sex marriage?

https://www.reuters.com/world/us/who-are-12-us-senate-republicans-who-voted-protect-same-sex-marriage-2022-11-30/

 

>>18450729 pb

Cap#2

SAM296 C-40B went to Rota NB in Jerez(tthhhh) from it's stop at Rabat and Tel Aviv departure earlier today

 

SAM327 C-32A departed Shannon, Ireland after a ground stop/refuel ES so probably Gulf for this…this is usually Blinken's current AC (they switch them up occasionally) but see nothing for him as hey just got back from G-20 meeting at New Delhi (that Billy Gates was at too)

 

Cap#3

See in the news that Sec. of Defense is in Jordan but he is not on a Nightwatch (at least the four active tail #s I have)

 

Jordan's king tells US defense secretary West Bank violence threatens stability

https://www.reuters.com/world/us-defense-secretary-lands-jordan-start-middle-east-tour-2023-03-05/

Anonymous ID: 92d5d7 March 5, 2023, 5:26 p.m. No.18452941   🗄️.is 🔗kun   >>2985 >>3128 >>3212 >>3247 >>3312

from friday/sat and the system told e'one "don't miss out on Chinee stocks..gibs them yer munee"

 

Billionaire investor Mark Mobius says he cannot take money out of China -FOX Business

 

Mark Mobius, a pioneer in emerging markets investing, said China is restricting investment outflows from the country, a move that would be taking place as the world's second-largest economy is trying to shake off pressure from COVID-19 lockdowns. "I'm personally affected because I have an account with HSBC in Shanghai. I can't get my money out. The government is restricting the flow of money out of the country," Mobius said on Thursday on the Fox Business show "Mornings with Maria". "So I would be very, very careful investing in China," the founder of Mobius Capital Partners said. Mobius, who has spent decades traveling the world searching for investment opportunities, said he hasn't been able to get an explanation about why he's running into the restrictions in China. "It's just amazing. They're putting all kinds of barriers," he said. "They don't say, 'No, you can't get your money out,' but they say, 'Give us all the records from 20 years of how you've made this money,' and so forth. It's crazy." Hong Kong, on the other hand, "seems to be a little more open," he said. The previous executive chairman of Templeton Emerging Markets Group said he's been able to get his money "in and out" of the financial center.

 

Mobius's warning came days before China's President Xi Jinping was expected to cement his third term at a key government meeting starting this weekend. China late last year abruptly began lifting long-standing COVID lockdown measures and economists worldwide are expecting a recovery process to ignite a resurgence in activity in services and manufacturing. Mobius said the reopening play is resulting in commodity prices starting to move higher. But the current government is operating "in a completely different direction" than China's former market-oriented leader Deng Xiaoping, Mobius said.

 

India is a place that investors should consider, he said. "You've got a billion people, they can do the same thing that the Chinese do. They can do the same kind of manufacturing and so forth," Mobius said. "I'm now in Brazil, and Brazil, you've got 250 million-plus people. Very good people, open society. Hey, why not come here? It's another alternative."

 

He told the host of a Fox Business programme that he could not pull investment funds from his account in Shanghai. ‘I would be very, very careful investing in China,’ said the former executive chairman of Templeton Emerging Markets Group

https://www.scmp.com/business/china-business/article/3212414/i-cant-get-my-money-out-billionaire-investor-mark-mobius-says-china-restricting-flows-capital-out

Anonymous ID: 92d5d7 March 5, 2023, 5:55 p.m. No.18453121   🗄️.is 🔗kun   >>3284 >>3312

Japan's top banks bide time on bonds, with eye on BOJ

 

Japan's leading financial institutions are waiting for the right time to boost investment in Japanese government bonds amid speculation that interest rates may rise under a new central bank chief. Banks had shied away from buying JGBs in recent years as the Bank of Japan crushed long-term interest rates to near zero under Gov. Haruhiko Kuroda. But as the side effects of its monetary policy mount, Kazuo Ueda, the nominee to succeed him in April, is expected to eventually preside over a course change that may include scrapping the BOJ's yield curve control policy. Higher yields mean lower bonds prices and a better deal for investors.

 

"The general thinking is that Japanese investors will consider JGBs a buy when the 10-year yield reaches 1% and the 20-year yield reaches 2%," said Masamichi Koike, head of the treasury unit at Sumitomo Mitsui Banking Corp.. "A safe asset with a 1% yield is not a bad proposition, with plenty of investment potential," Koike said. "We could start seeing some buying even before hitting 1%." For now, the 10-year yield is capped at half that level. In December, the BOJ raised the upper limit of its target band to 0.5% from 0.25%, but has held off on further adjustments. Yields have been hovering at or close to that level. As of September, the BOJ held around half the outstanding Japanese government bonds, excluding treasury discount bills, according to the central bank's Flow of Funds Accounts report. Banks and other and other deposit-taking institutions held 11%, while insurance companies and pension funds held 22%. Back in December 2012, before the BOJ ramped up bond-buying to unprecedented levels, deposit-taking institutions held 39% of outstanding JGBs, the largest share. One question facing the market is to what extent these institutions would offset the decline in BOJ's bond-buying once it starts to wind down quantitative easing. Kenya Koshimizu, co-head of Mizuho Financial Group's Global Markets Company, said there was a "reasonable chance" the BOJ would scrap its yield curve control due to dysfunction in the bond market. "Given the tough investment environment, Japanese investors will buy bonds if yield curve control ends," he said. "I wouldn't expect market turmoil or a runaway increase in interest rates after it's gone."

 

At Japan's Norinchukin Bank, an institutional investor for agricultural cooperatives, holdings of JGBs and other domestic bonds have shrunk around 6 trillion yen ($43.9 billion) in a decade to around 9 trillion yen. But "we are taking an interest in yen-denominated bonds in light of the recent rise in interest rates," Chief Investment Officer Hiroshi Yuda told Nikkei. "I'm not sure if we will wait [to buy] until YCC ends, but we will keep an eye on future monetary policy meetings as we make a decision," he said, referring to yield curve control. "Many market players are expecting some sort of policy change, and are taking a wait-and-see approach," Yuda said. (it will NEVER habben-they are stuck doing this and ever since Denmark raised rates -they started ZIRP just before the BoJ-thye remain the longest tenure of having this policy of ZIRP and they been doing it for 11 years ..officially as if you adjust for inflation it's been going on a lot longer)

 

The interest in JGBs stems in part from setbacks in investing in foreign government bonds, which used to generate major returns for Japanese institutions. The U.S. Federal Reserve has hiked its policy rate by 4.5 percentage points in under a year to fight inflation. This has hit investors holding Treasurys with unrealized losses (I.E. the largest single holder of them …the BoJ and they really have no other foreign debt becasue they are stuffed to the gills with ours). Financing and currency hedge costs have also risen, squeezing the carry trade in which investors borrow at low interest rates to invest in higher-yielding assets. Norinchukin sold around 12 trillion yen worth of U.S. government bonds and other securities in the six months through September, according to Yuda. "We need to choose trades that will likely generate some carry return," Yuda said, signaling a cautiousness on new investments.

 

On collateralized loan obligations, in which Norinchukin is a key global investor, "we will make appropriate investments based on the conditions," he said. One risk for JGB investors is how the BOJ would handle a surge in inflation. If the public gets frustrated with rising prices, the BOJ may respond by not only scrapping the yield curve control, but also ending its negative interest rate policy or raising rates. If that happens, investors could see JGB prices fall further after they had jumped in. The outlook for inflation and rate hikes in the U.S. and Europe remains unclear. Mizuho's Koshimizu said he has stuck with a defensive approach. "Any big moves can wait until after the fog clears," he said.

https://asia.nikkei.com/Business/Markets/Bonds/Japan-s-top-banks-bide-time-on-bonds-with-eye-on-BOJ

https://tradingeconomics.com/japan/government-bond-yield

 

Cap#3 is NY Federal Reserve Primary Dealers Mizuho (third largest bank within Muzuho Financial Group, Nomura (largest securities dealer in Japan) and Daiwa (second largest) all in that so as a Primary dealer they are required to bid on our US Treasury 'auctions' or risk losing status as one-so as if they din't have enough with having the BoJ soaking up all the internal debt in much the same process-they dealers buy and offload to the central bank, thy are required to do so in our Treasury Markets at every single one of them…the three largest TBTF banks in Japan are Sumitomo, Mitsui and Sumitomo which form part of the overall control system known as Zaibatsu or "financial conglomerates" and extends within all parts of the system via the families that control all these companies…literally everything but 'officially' they really don't exist in this way but they never went away.

https://www.newyorkfed.org/markets/primarydealers

Anonymous ID: 92d5d7 March 5, 2023, 6:18 p.m. No.18453211   🗄️.is 🔗kun

>>18453188

anyone who sits in that seat (to Xi's left) is not long for this world

Hu's on first! and he (Hu) said something to Li Keqiang on the way out on Xi's right when this habbened.

They really started pushing LK forward at start of last year hoping to get him in Xi's position

Anonymous ID: 92d5d7 March 5, 2023, 6:49 p.m. No.18453346   🗄️.is 🔗kun

>>18453278

you expect that in the high mtns in central north Sierras but it's also pretty bad in the LA Mtns too-Big Bear/Arrowhead and probably another week before those roads opened too. Lotsa tourists (unprepared of course) stuck

But hey they made sure that Napa had a snow plow!

I feel for the residents who need medicine/food and can't get it but the people who went up there for a holiday din't see a massive storm that was gonna dump 10ft or moar of snow coming in?