🇺🇸⛽️ Most interesting thing in this chart is that the sanctions had no impact on the spread. Price cap was announced in early Sept and brought into effect in early Dec. Zero impact on spread - despite some of the dodgy super zoomed-in charts you’ll see doing the rounds.
- Philip Pilkington
- Philip Pilkington
🌐💵 CompactMag: Get ready for the next Housing Crash
Mortgage-backed securities didn't go away after 2008; on the contrary, “commercial banks now hold some $2.7 trillion in these instruments, three times the $990 billion they held in 2009."
Mortgage-backed securities didn't go away after 2008; on the contrary, “commercial banks now hold some $2.7 trillion in these instruments, three times the $990 billion they held in 2009."
Intel Slava Z
🌐💵 CompactMag: Get ready for the next Housing Crash Mortgage-backed securities didn't go away after 2008; on the contrary, “commercial banks now hold some $2.7 trillion in these instruments, three times the $990 billion they held in 2009."
🇺🇸💵 As in Europe core inflation in the US looks sticky. This points in the direction of the inflation being structural. If correct, expect relatively high inflation (2-5%) in the recession and, when the next cycle begins, the inflation may continue. Back to the 1970s!
Intel Slava Z
🇺🇦🇷🇺 Back in January, reports from Ukrainian sources increasingly suggested their AD network was suffering shortages of both equipment and munitions. This was followed almost immediately by reports and visual evidence that the RuAF was increasingly active…
⚡️🇷🇺🇺🇦 FT: Western intelligence shows Russians amassing aircraft on Ukraine border
Intelligence shared among Nato allies shows Russia is amassing fixed-wing and rotary aircraft close to the border with Ukraine, according to two officials briefed on its contents.
In meetings with allied countries supporting Ukraine on Tuesday, US defence secretary Lloyd Austin highlighted the threat of Russia’s significant remaining air force.
“He was very clear that we have a short window of time to help the Ukrainians to prepare for an offensive and that they had some pretty specific needs,” a senior US administration official said.
Intelligence shared among Nato allies shows Russia is amassing fixed-wing and rotary aircraft close to the border with Ukraine, according to two officials briefed on its contents.
In meetings with allied countries supporting Ukraine on Tuesday, US defence secretary Lloyd Austin highlighted the threat of Russia’s significant remaining air force.
“He was very clear that we have a short window of time to help the Ukrainians to prepare for an offensive and that they had some pretty specific needs,” a senior US administration official said.
Intel Slava Z
🇺🇦 Ihor Zhovkva, deputy head of Volodymyr Zelensky's office, said this on Friday in an interview with Bloomberg. “Now we have almost zero ammunition," Zhovkva said. According to him, the Ukrainian troops "run out of ammunition very quickly" due to the intensity…
🇺🇦🇪🇺 SkyNews: Ukraine’s backers can’t keep up with munitions demand
Not since the huge battles of the Second World War has artillery been used so ferociously and intensively as it is now in Ukraine. At times, Russia has been firing a staggering 20,000 artillery shells a day.
Ukraine has been letting loose an average of 5,000 to 6,000 a day.
Ukraine's NATO backers are hard-pressed to keep up - the alliance secretary-general admitted as much this week. It has been a badly kept secret for some time now. Some analysts believe NATO would not have enough supplies to fight Russia itself if it came to it now. Germany is reported to have two days' worth of ammunition supplies for instance if Russian tanks came rumbling over its borders.
Data surrounding munitions is hard to come by and classified. But what is clear is there are not enough and production needs to be ramped up.
Not since the huge battles of the Second World War has artillery been used so ferociously and intensively as it is now in Ukraine. At times, Russia has been firing a staggering 20,000 artillery shells a day.
Ukraine has been letting loose an average of 5,000 to 6,000 a day.
Ukraine's NATO backers are hard-pressed to keep up - the alliance secretary-general admitted as much this week. It has been a badly kept secret for some time now. Some analysts believe NATO would not have enough supplies to fight Russia itself if it came to it now. Germany is reported to have two days' worth of ammunition supplies for instance if Russian tanks came rumbling over its borders.
Data surrounding munitions is hard to come by and classified. But what is clear is there are not enough and production needs to be ramped up.
Intel Slava Z
🇺🇦🇪🇺 SkyNews: Ukraine’s backers can’t keep up with munitions demand Not since the huge battles of the Second World War has artillery been used so ferociously and intensively as it is now in Ukraine. At times, Russia has been firing a staggering 20,000 artillery…
⚡️🇺🇦🇷🇺 FT: NATO is in ammunition race against Russia in Ukraine, says Stoltenberg
Nato member states are in a “race of logistics” with Russia in a bid to get crucial ammunition supplies to the Ukrainian army as Moscow starts its expected offensive in the east of the country, the alliance’s chief has warned.
The stepped-up hostilities ahead of the first anniversary of President Vladimir Putin’s full-scale invasion on February 24 have forced Ukraine’s army to consume ammunition at an unprecedented rate and prompted warnings from Kiev and western capitals about how sustainable its stockpiles are.
Ukraine’s ammunition shortages were “acute”, a senior western intelligence official told the Financial Times, adding that the speed of western supplies would be critical to the outcome of Russia’s attempt to regain the initiative in the war.
“The war in Ukraine is consuming an enormous amount of munitions and depleting allied stockpiles. The current rate of Ukraine’s ammunition expenditure is many times higher than our current rate of production. This puts our defence industries under strain,” Stoltenberg said.
Nato member states are in a “race of logistics” with Russia in a bid to get crucial ammunition supplies to the Ukrainian army as Moscow starts its expected offensive in the east of the country, the alliance’s chief has warned.
The stepped-up hostilities ahead of the first anniversary of President Vladimir Putin’s full-scale invasion on February 24 have forced Ukraine’s army to consume ammunition at an unprecedented rate and prompted warnings from Kiev and western capitals about how sustainable its stockpiles are.
Ukraine’s ammunition shortages were “acute”, a senior western intelligence official told the Financial Times, adding that the speed of western supplies would be critical to the outcome of Russia’s attempt to regain the initiative in the war.
“The war in Ukraine is consuming an enormous amount of munitions and depleting allied stockpiles. The current rate of Ukraine’s ammunition expenditure is many times higher than our current rate of production. This puts our defence industries under strain,” Stoltenberg said.
🇧🇷🇺🇦🇺🇸 UnHerd: Brazil turns its back on its old American master
At a meeting in the White House with US President Joe Biden on 10 February, Brazilian premier Luiz Inácio Lula da Silva reiterated his neutrality, once again demurring on joining the US-led global front against Russia. Although the leaders issued a communique detailing their agreement on the need to defend democracy, Lula refused to shift Brazil’s neutral position over the war in favour of Ukraine.
Both Lula and Biden have styled themselves as defenders of democracy against the election-denying shenanigans of their respective populist predecessors, former presidents Jair Bolsanaro and Donald Trump respectively. Yet the fact that Lula refuses to march in step with the US-led war effort in Ukraine significantly complicates the American diplomatic effort to use the war in order to strengthen its global leadership.
At a meeting in the White House with US President Joe Biden on 10 February, Brazilian premier Luiz Inácio Lula da Silva reiterated his neutrality, once again demurring on joining the US-led global front against Russia. Although the leaders issued a communique detailing their agreement on the need to defend democracy, Lula refused to shift Brazil’s neutral position over the war in favour of Ukraine.
Both Lula and Biden have styled themselves as defenders of democracy against the election-denying shenanigans of their respective populist predecessors, former presidents Jair Bolsanaro and Donald Trump respectively. Yet the fact that Lula refuses to march in step with the US-led war effort in Ukraine significantly complicates the American diplomatic effort to use the war in order to strengthen its global leadership.
⚡️🇺🇦🇷🇺 In Belarusian cities, military personnel with symbols and chevrons of PMC "Wagner" began to be noticed in large numbers, local monitoring channels report.
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🇺🇦 Mobilization in Ukraine
🇷🇺🇺🇦 Kupyansk direction
Over the past few days, the Russian Armed Forces have intensified their artillery strikes against enemy positions in the areas of the settlements indicated in the map
There are problems with communication, electricity and water.
From the Kupyansky district they report that there is a mass distribution of subpoenas. Including people over 60 and drug addicts.
The enemy has stepped up tough counterintelligence measures. Phones, browser and messenger histories are checked.
The Russian army continues its offensive against Kupyansk.
Over the past few days, the Russian Armed Forces have intensified their artillery strikes against enemy positions in the areas of the settlements indicated in the map
There are problems with communication, electricity and water.
From the Kupyansky district they report that there is a mass distribution of subpoenas. Including people over 60 and drug addicts.
The enemy has stepped up tough counterintelligence measures. Phones, browser and messenger histories are checked.
The Russian army continues its offensive against Kupyansk.
🇷🇺🇺🇦 Taken Ukrainian positions in the forests of the Kremennaya Luhansk region. Bulletproof vests, ammunition, dry rations and icy corpses of Ukrainian soldiers are lying in the trenches, which no one took away.
🇷🇺⚡After Putin's message to the Federal Assembly, meetings of the State Duma and the Federation Council of the Russian Federation will be held.
They will take place the day after the message - February 22. This is the anniversary of Russia's recognition of the "DNR" and "LNR".
According to the Russian media, the meetings will be unscheduled. Their agenda is not yet known.
They will take place the day after the message - February 22. This is the anniversary of Russia's recognition of the "DNR" and "LNR".
According to the Russian media, the meetings will be unscheduled. Their agenda is not yet known.
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🇷🇺🇺🇦 Quadrocopters of the NM DPR drop gifts on the heads of the Ukrainian military.
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🇺🇦 Archives of state institutions are being evacuated from Artemovsk
Volunteers throw documents from the city education department and the pension fund through a broken window into a car.
As the Ukrainians say: "What happened?"
Volunteers throw documents from the city education department and the pension fund through a broken window into a car.
As the Ukrainians say: "What happened?"