Anonymous ID: 0256bd June 11, 2024, 3:07 a.m. No.21004258   🗄️.is 🔗kun   >>4493 >>4795 >>4805 >>4907

PlaneFaggin’: Europe

 

Belgium AF BAF662 A400m heading to Rzeszow Aiport for a stop and drop from Chievres AB

 

Sweden AF SVF680 SIGINT Gulfstream S102B Korpen out of Gotland Island S-cap 2

 

AE67A2 P8 Poseidon NE in Baltic Sea

 

Polish AF PLF106 G5 left Rzeszow heading to G’dansk

 

Ukraine AF UKN1127 A319Zelenskystill at Berlin-Brandenberg from yesterdays arrival

Belgian AF BAF73 Falcon 7x at Tallinn, Estonia also arrived yesterday

Anonymous ID: 0256bd June 11, 2024, 4:51 a.m. No.21004609   🗄️.is 🔗kun   >>4795 >>4805 >>4828

>>21001901 pb

White House Close to Tapping Christy Goldsmith Romero to Head FDIC

 

Pimco Warns of More US Regional Bank Failures on Property Pain

 

(First the pieces get moved around-the people see above and hit piece on the NYFED President on Sunday-within above link-and nao Pimpco ‘warns’ about something anyone paying attention already knew-well mebby not those bag holding GME hopium addicts-so this regional banking insolvency problem will matter when (((they))) want it to and not a moment/day/week etc. sooner-a reminder New York Community Bank was where the carcass of Silicon Valley Bank was placed and Munchkins bought into that)

 

Pacific Investment Management Co. expects more regional bank failures in the US because of a “very high” concentration of troubled commercial real estate loans on their books. 

“The real wave of distress is just starting” for lenders to everything from malls to offices, John Murray, Pimco’s head of global private commercial real estate team, said in an interview. His division sits within Pimco’s $173 billion alternatives business. Uncertainty over when the Federal Reserve may cut interest rates has exacerbated challenges faced by the commercial real estate sector, where high borrowing costs have hammered valuations and triggered defaults, leaving lenders stuck with assets that are tough to sell. Contrary to some market expectations, larger banks have been disposing of some of their higher quality assets first to avoid deeper losses, according to Murray.

“As stressed loans grow due to maturities, however, we expect that banks will start selling these more challenged loans to reduce their troubled loan exposures,” he said, adding his team has been snapping up CRE loans offloaded by some large US banks for the past 18 months. 

The turmoil has been particularly felt among regional banks, which boosted their CRE exposure that in many cases is now worth only a fraction of their value at their peak. Smaller banks have continued to worry investors ever since the collapse of a few last year. Earlier this year, US Bancorp, the largest regional bank by assets, increased its provisions for credit losses in the first quarter to $553 million.

Regional banks were also the only lenders that didn’t demand extra down payments from commercial-property borrowers in recent years, highlighting their vulnerability to falling values, according to a report released by MSCI Real Assets in March. Deposit-taking institutions face an estimated $441 billion wall of maturing property debt this year.

For larger banks, the property exposures aren’t expected to cause systemic failures as their CRE lending was curbed after the 2008 crisis, Murray said. But borrowers’ failure to repay means they’re lending even less compared with 2021 and 2022, he added. 

Meanwhile, many mortgage real estate investment trusts have become more sidelined as they deal with problems of their own. That’s limited their ability to underwrite new investments. Starwood Real Estate Income Trust tightened its shareholders’ ability to pull money last month in an effort to preserve liquidity and stave off asset sales, while Blackstone Inc.’s $59 billion property trust saw an uptick in withdrawal requests. 

Lending volumes for major public mortgage REITs have plunged 70% from 2021 levels, according to Murray.

https://www.bnnbloomberg.ca/pimco-warns-of-more-us-regional-bank-failures-on-property-pain-1.2083573

Anonymous ID: 0256bd June 11, 2024, 4:57 a.m. No.21004629   🗄️.is 🔗kun   >>4992

>>21004606

Ain’t worried one bit

They all based at NAS Jax too.

Peeps wound up easily.

It’s just like the ISR or SIGINT planes “protecting” the incoming ACs at Rzeszow

Ain’t no one ‘attacking’ but the show must go on

Anonymous ID: 0256bd June 11, 2024, 5:11 a.m. No.21004660   🗄️.is 🔗kun

>>21004644

~~months~~ Years

FIFY

This is not a quick process and you need to understand all the debt and derivatives are priced in dollars.

None of that is going to be repriced anytime soon.

It’s not the work of a few months at all

World/wide trade still 85% in US$

Anonymous ID: 0256bd June 11, 2024, 5:19 a.m. No.21004698   🗄️.is 🔗kun   >>4714

>>21004683

See you said it four times

You sure are an insecure lot aren’t ya

And yes I know you really aren’t responding to me per sw just covering ass in public

Kek

Truly “special

Anonymous ID: 0256bd June 11, 2024, 6:34 a.m. No.21004907   🗄️.is 🔗kun

>>21004258

PF: Spanish AF AME4508 A330 heading for a stop/drop at Rzeszow Airport-Turkish AF HVK42 E7A Wedgetail over Romania

 

They call them ‘Peace Eagle’ and fttdk it’s an updated AWACS platform-cap 2

 

Can’t say I’ve seen them do this before as they usually over Aegean or tryin’ to watch wut the Greeks are up to-since they get along so well /s

Anonymous ID: 0256bd June 11, 2024, 6:44 a.m. No.21004935   🗄️.is 🔗kun   >>4943

French Bonds Plunge Amid Macron Resignation Rumors

 

(Kek. This just a set up for creating some flow-he is not going anywhere and muh Euro continues to parity with US$-cap2)

 

The blowout in European bond yields extended for a second day as French bonds tumbled, driving the biggest two-day jump in yields since the pandemic, amid rumors that Macron was preparing to announce his resignation, which has been swiftly denied by a person close to him. The French president is set to hold a press conference on Wednesday to set out his campaign. While Macron's resignation rumors were quickly quickly denied according to Bloomberg, speculation over his future spurred a sharp selloff in French government bonds with the yield on 10-year French bonds surging as much as 10 basis points Tuesday, and widened the spread over equivalent German bonds to the highest level since March 2020 on a closing basis. Meanwhile, Italian bonds, viewed among the region’s riskiest given the government’s debt pile, were swept up in the rout for a second day with the spread over bunds jumping to 150 basis points.

Over the weekend, Macron shocked the world after calling a snap election to curb the political rise of Marine Le Pen, whose National Rally party won widespread support in the EU elections over the weekend. The first round of the vote on June 30 risks becoming the ultimate showdown over Macron’s trademark economic policies, which had largely reassured investors and businesses since he took office in 2017.

After rejecting President Emmanuel Macron’s offer of an alliance against the far right, France’s left wing parties have instead sealed a pact amongst themselves as they seek to block the ascendance of Rassemblement National and Marine Le Pen, the Financial Times reported earlier. A joint statement was signed late on Monday night between the Socialists, Communists, Greens and several smaller parties, grouped together as the Front Populaire (Popular Front). That raises the risks given it is likely to mean more polarization, and a weakening of the centrists. Meanwhile, the first polling released by Harris Interactive on Monday evening predicted the RN would come first with 235-265 seats, short of the 289 needed for an outright majority.

https://www.zerohedge.com/markets/french-bonds-plunge-amid-macron-resignation-rumors

https://tradingeconomics.com/euro-area/currency

Anonymous ID: 0256bd June 11, 2024, 7:17 a.m. No.21004999   🗄️.is 🔗kun   >>5040

>>21004981

A variation of that (w/o the hologram) was done in the first Gulf War.

The ‘Voice of Allah’ and it “told” the Iraqis to give up.

Confirmed by muh field medic fren who treated some of them after they crossed into Kuwait.

Said they were completely subjugated and couldn’t wait to surrender.

Anonymous ID: 0256bd June 11, 2024, 7:25 a.m. No.21005016   🗄️.is 🔗kun   >>5077

>>21004992

Aye

They sit on Moldova/Romania/Ukraine border every damn day.

French in/out of Constanta with A330s

Could go on however there is the constant NATO flights in/out of Rzeszow that no one seems to “see”

Drones into Black Sea etc. it’s all just an act.

That story of the ‘missing’ drone was bullsheet cuz it went back to Sigonella a few hours later.

Anonymous ID: 0256bd June 11, 2024, 7:30 a.m. No.21005028   🗄️.is 🔗kun

>>21005001

Same shit went on in Bay Area with the E1B work visas cuz they did the immigration act in ‘86 and then started claiming there wasn’t enough qualified workers.

The douche at Cypress Semi-Rodgers-was a big proponent of ushering the acceptance of visa workers.

Then India moved to Fremont.

Kek

Anonymous ID: 0256bd June 11, 2024, 7:50 a.m. No.21005073   🗄️.is 🔗kun

How’s that GME doing?

Nice pump this morning off the support line for big boi exits and actually seeing some green.

Imagine that

Don’t use yer house money pumper

Kek