Tyb
PlaneFaggin’: CONUS/Caribbean activity
SAM739, SAM783, SAM897 G5s and SPAR23/24 C40Cs W from JBA
SAM739 headed to Scott AFB w/783 mebby to Offutt AFB and bof deez SPAR ACs going to Scott
SPAR heading to Scott AFB, IL-it left Aviano AB yesterday and arrived on 0508 (think that was after or day of Sweden ‘moving day’-C17s out from there to a coupla spots in Sweden for that NATO ‘exercise’ i.e. muh dick measuring that lasts until end of month)
SPAR24 C40C left JBA back to Scott AFB after arriving from Hickam yesterday morning-think this was the Assistant Sec. of State for East Asia and not the SAM I identified as such-the stops this AC had since May 1st fit that box bettah: Yokota AB,Japan,Okinawa, Kuala Lumpur, Bangkok. Whichever AC he was on the other two BOXER41 and SAM560 flights were also at Seoul, SOKO and Canberra do it appears the diplomatic ‘push’ is on in East Asia
>>20851761, >>20852021 pb
62-3569 KC-135 tanker over the “at Delaware” position as mobile filling station-cap 2
No updated schedule posted https://rollcall.com/factbase/biden/calendar/
Not surprised
BROCA67 E6B Mercury swept around mud-Atlantic area from Pax River depart and passed just S of NYC currently heading ES
At bottom of cap is RCH192 C17 from Port Au Prince on descent for Charleston
>>20856327, >>20856432 lb
RCH128 C17 left Port Au Prince back to Charleston w/RCH123 on descent
That article sez 21 dated 0510 but it’s over 30 by nao
>>20856293, >>20856296 lb
Polish AF PLF101 G5Dudadone at Krakow and back to Warsaw
This seems a regular trip for Polish Pres. Duda on Sundays.
He got a squeeze in Krakow?
Kek
RCH3284 C17 Globey departed JFK Intl after about 1h 15m on ground from JBA depart
Usually 4 diggie callsigns mean VIP equipment d/o or p/u as a rule of thumb
So who’s going to NYC soon?
The past shows kneepads and “Dr” Jill use Laguardia but Potato uses JFK
Economic Schedule for week of May 12th
(Light data last week and back to normal this week and one more batch of what passes for ‘earnings’ and of course markets up past week as predicted in last weeks post-this isn’t hard to do considering there have been few down days but usually stay away from predictions however that was pretty obvious it was gonna habben. Just remember everything is “roses” as an important metric shows most are long at this point and dropped hedges see >>20849935 pb as everyone seems to be in the deep end of the pool -long or getting there-so relatively small amount of short bus exposure according to that metric to squeeze so methinks (((they))) need to reload that to take it even higher after a bit of a drop also remember share buybacks resumed and will continue to do so 48h after a Cos qtrly announcement so it’s not like the end of the Qtr when they all stop for two weeks)
The key reports this week are April CPI, Retail Sales and Housing Starts. For manufacturing, April Industrial Production, and the May NY and Philly Fed manufacturing surveys will be released.
(Also moar hilarity with Atlanta Fed’s GDPNOW update on Weds and it’s latest estimate was: 4.2 percent – May 08, 2024)
https://www.atlantafed.org/cqer/research/gdpnow
Cao 2 is Atlanta FED’s Raphael Bostic
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Monday, May 13th -
No major economic releases scheduled.
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Tuesday, May 14th -
6:00 AM ET: NFIB Small Business Optimism Index for April.
8:30 AM: The Producer Price Index for April from the BLS. The consensus is for a 0.2% increase in PPI, and a 0.2% increase in core PPI.
10:00 AM: Discussion, Fed Chair Jerome H. Powell, Moderated Discussion with Chair Powell and De Nederlandsche Bank (DNB) President Klaas Knot, At the Annual General Meeting, Foreign Bankers’ Association, Amsterdam
11:00 AM: NY Fed: Q1 Quarterly Report on Household Debt and Credit (continues to grow and squeeze out the last bit from everyone imo)
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Wednesday, May 15th -
7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. (rates dropped to just over 7% last week from 7.22% previous week so improvement shown here for sure in the peak home buying/selling season and yet another reason for “Up”
8:30 AM: The Consumer Price Index for April from the BLS. The consensus is for 0.3% increase in CPI (up 3.4% YoY), and a 0.3% increase in core CPI (up 3.6% YoY).
8:30 AM ET: Retail sales for April is scheduled to be released. The consensus is for 0.4% increase in retail sales.
8:30 AM: The New York Fed Empire State manufacturing survey for May. The consensus is for a reading of -10.8, up from -14.3.
10:00 AM: The May NAHB homebuilder survey. The consensus is for a reading of 51 unchanged from 51 last month. Any number below 50 indicates that more builders view sales conditions as poor than good.
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Thursday, May 16th -
8:30 AM ET: Housing Starts for April. The consensus is for 1.410 million SAAR, up from 1.321 million SAAR in March.
8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for 222 thousand initial claims, down from 231 thousand last week. (Last weeks was highest in 8 months so betcha a revision coming here)
8:30 AM: the Philly Fed manufacturing survey for May. The consensus is for a reading of 8.0, down from 15.5.
9:15 AM: The Fed will release Industrial Production and Capacity Utilization for April. The consensus is for a 0.2% increase in Industrial Production, and for Capacity Utilization to be unchanged at 78.4%.
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Friday, May 17th -
10:00 AM: State Employment and Unemployment (Monthly) for April 2023
https://www.calculatedriskblog.com/2024/05/schedule-for-week-of-may-12-2024.html
Big retailers report as Q1 earnings wind down. This company (Home Depot) has been the biggest drag on the S&P 500’s results.
https://www.marketwatch.com/story/big-retailers-report-as-q1-earnings-wind-down-this-company-has-been-the-biggest-drag-on-the-s-p-500s-results-03e4330c
‘Tis
>>20856293 lb
RAF RRR4952 A400m heading’ to Rzeszow Airport from RAF Brize Norton with RRR2807 A330 departed from its load out from same
Russian AF RA78817 Ilyushin 76 on descent for Kaliningrad
Sweden AF SVF648 G550 AEW&C (Airborne Early Warning & Control) having a look in eastern Poland and back to Stockholm-had it’s eye on muh “bad” Russians heading to Kaliningrad
P-8 Poseidon wasn’t in Baltic for long-left side of cap
Script refresh needed
SAM615 G5 left Teterboro Airport after a little moar than 2h on ground and back to JBA
In the top 5 of this AC type
Potato’s tanker to the pilots SE 64-3569 KC-135 still in the “at Ghey Beach” position
That’s pretty rich considering
This
And he’s been trying to recreate the Ottomam Empire since he was Mayor of Istanbul
>>20853429 lb
Billy G in N887WM G6 just landed at Indio,Ca-Cochran Airport (where he haz Yuge house) from Moffet Federal Airfield depart and overnight
Guess I miss-fired yours was supposed to be “this”
N’bor immigrated from there plenty of stories and connected to govt somehow
Turkish consulate car visited twice (and came from LA) so I know it wasn’t BS
After the “smuggling a plane in parts story” said “don’t tell me anymoar of those”
JIC another visit
WFC (and the rest) insolvent
Look up Latin American Debt Crisis to see all the seeds being sien for our current border issues.
Wells was the primary source of that starting mid 70s to 80s