Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🇳🇴 🇺🇸 🛢 The shutdown may have already affected USS Virginia (SSN-774), which attempted to refuel in Norway today but turned around.
🔶️ (The Virginia class requires some marine diesel for its Caterpillar model 3512B V-12 auxiliary generator).
🔗 OSINTtechnical
🔶️ (The Virginia class requires some marine diesel for its Caterpillar model 3512B V-12 auxiliary generator).
🔗 OSINTtechnical
Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🇺🇸 ❌️ 🇲🇽 Pentagon Sending Combat Forces to Help Secure Border
🔶️ The troop mobilization indicates that President Trump is breaking with recent presidents’ practice of limiting deployments along the U.S.-Mexico border mostly to small numbers of active-duty soldiers and reservists.
🔶️ The Pentagon is sending about 3,000 additional troops to the southwestern border, rushing to comply with President Trump’s order to increase the military’s role in stemming the flow of migrants into the country.
🔶️ Combined with 1,100 support troops from the military’s Northern Command announced on Friday, and the recently arrived headquarters personnel from the 10th Mountain Division at Fort Drum, N.Y., the reinforcements announced on Saturday will bring the total number of active-duty troops on the border to about 9,000, Defense Department officials said. The Washington Post reported the additional troop mobilization earlier.
🔶️ Defense Department officials have left open the possibility that as many as 10,000 troops could deploy in the coming days. Marine Corps planners said they could be asked to supply 2,500 or more additional Marines.
https://www.nytimes.com/2025/03/01/us/politics/military-border-immigration.html
https://archive.ph/rJAAK
🔶️ The troop mobilization indicates that President Trump is breaking with recent presidents’ practice of limiting deployments along the U.S.-Mexico border mostly to small numbers of active-duty soldiers and reservists.
🔶️ The Pentagon is sending about 3,000 additional troops to the southwestern border, rushing to comply with President Trump’s order to increase the military’s role in stemming the flow of migrants into the country.
🔶️ Combined with 1,100 support troops from the military’s Northern Command announced on Friday, and the recently arrived headquarters personnel from the 10th Mountain Division at Fort Drum, N.Y., the reinforcements announced on Saturday will bring the total number of active-duty troops on the border to about 9,000, Defense Department officials said. The Washington Post reported the additional troop mobilization earlier.
🔶️ Defense Department officials have left open the possibility that as many as 10,000 troops could deploy in the coming days. Marine Corps planners said they could be asked to supply 2,500 or more additional Marines.
https://www.nytimes.com/2025/03/01/us/politics/military-border-immigration.html
https://archive.ph/rJAAK
NY Times
Pentagon Sending Combat Forces to the Border in Line With Trump Directive
The troop mobilization indicates that President Trump is breaking with recent presidents’ practice of limiting deployments along the U.S.-Mexico border mostly to small numbers of active-duty soldiers and reservists.
Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🏦 🇺🇸 💸 Hell or High Water: Here's the Real Reason to Expect Deep Rate Cuts | zerohedge
⬛️ Did the basis trade just peak? And, if so, why?
🔶 The Fed will resume rate cuts much more aggressively than anyone expects by the summer, and rate hikes are completely off the table for the foreseeable future.
🔶 Something big has been brewing under the hood over the last four months, and it's been given zero attention in financial media. From my personal interactions, most so-called financial professionals and "macro experts" don't have a way of explaining it. Only those who are directly involved have the most credible theory.
🔶 In my November article, I said that a steep yield curve - one where longer term Treasury yields are above shorter term yields and overnight rates - should invite price sensitive market participants such as banks, real money investors such as life insurers, and FX-hedged foreign buyers like the GPIF to buy Treasuries from dealers. By "price sensitive", I mean investors who buy Treasuries to collect interest.
🔶 The yield curve inverted in late 2022 and, while it remained inverted for the next two years, dealers had been steadily amassing Treasury inventory since. Though they can hold a lot of assets on their balance sheet, particularly without much volatility, there are regulatory limits that officials are not ready to change without a serious market accident.
🔶 The reason "where overnight rates currently are" is so important is because, while Treasuries can of course be purchased outright, many are financed in markets like repo, where, after buying a Treasury, the buyer goes to the repo market and pledges the Treasury he just bought as collateral for a cash loan. The cash received from the repo loan is used to settle the original Treasury purchase on the next business day (called "T+1 settlement").
🔶 This is a confusing way to think about it, but is how trillions of dollars in securities, including Treasuries, are funded every day. Dealers fund their Treasuries with overnight (o/n) repos, maturing the next day. Hedge funds, banks and others mostly fund their Treasuries with term repos, maturing at a specific date in the future. Overnight and term rates are similar, and it's these financing rates that are effectively the cost of the Treasury for said investors.
🔶 Consider again the inverted yield curve. It wouldn't make sense for a bank, for example, to finance a 30 year bond in the repo market if he's paying a 4.5% repo rate and collecting a 4% coupon (i.e., interest). He's paying more to keep the trade alive than he's earning on the trade itself - that's negative carry, and a result of an inverted curve. Since FX-hedging costs are closely tied to overnight rates, it wouldn't make sense for foreign buyers such as the Japanese, who usually have a robust appetite for US bonds, to do so either.
Continue to the full article on ZeroHedge
An article by @DeathTaxesandQE
@CIG_Telegram
⬛️ Did the basis trade just peak? And, if so, why?
🔶 The Fed will resume rate cuts much more aggressively than anyone expects by the summer, and rate hikes are completely off the table for the foreseeable future.
🔶 Something big has been brewing under the hood over the last four months, and it's been given zero attention in financial media. From my personal interactions, most so-called financial professionals and "macro experts" don't have a way of explaining it. Only those who are directly involved have the most credible theory.
🔶 In my November article, I said that a steep yield curve - one where longer term Treasury yields are above shorter term yields and overnight rates - should invite price sensitive market participants such as banks, real money investors such as life insurers, and FX-hedged foreign buyers like the GPIF to buy Treasuries from dealers. By "price sensitive", I mean investors who buy Treasuries to collect interest.
🔶 The yield curve inverted in late 2022 and, while it remained inverted for the next two years, dealers had been steadily amassing Treasury inventory since. Though they can hold a lot of assets on their balance sheet, particularly without much volatility, there are regulatory limits that officials are not ready to change without a serious market accident.
🔶 The reason "where overnight rates currently are" is so important is because, while Treasuries can of course be purchased outright, many are financed in markets like repo, where, after buying a Treasury, the buyer goes to the repo market and pledges the Treasury he just bought as collateral for a cash loan. The cash received from the repo loan is used to settle the original Treasury purchase on the next business day (called "T+1 settlement").
🔶 This is a confusing way to think about it, but is how trillions of dollars in securities, including Treasuries, are funded every day. Dealers fund their Treasuries with overnight (o/n) repos, maturing the next day. Hedge funds, banks and others mostly fund their Treasuries with term repos, maturing at a specific date in the future. Overnight and term rates are similar, and it's these financing rates that are effectively the cost of the Treasury for said investors.
🔶 Consider again the inverted yield curve. It wouldn't make sense for a bank, for example, to finance a 30 year bond in the repo market if he's paying a 4.5% repo rate and collecting a 4% coupon (i.e., interest). He's paying more to keep the trade alive than he's earning on the trade itself - that's negative carry, and a result of an inverted curve. Since FX-hedging costs are closely tied to overnight rates, it wouldn't make sense for foreign buyers such as the Japanese, who usually have a robust appetite for US bonds, to do so either.
Continue to the full article on ZeroHedge
An article by @DeathTaxesandQE
@CIG_Telegram
ZeroHedge
Come Hell or High Water: Here's the Real Reason to Expect Deep Rate Cuts
Did the basis trade just peak?
Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🇮🇱 🤝 🇷🇺 Netanyahu aims to boost Israel’s ties with Russia, Ynet reports; PM sent his military secretary to Moscow for meetings with Russian officials.
⬛️ Israel wants to keep Syria "weak", and prefers Russia over Turkey as a dominant power in the region.
🇺🇦 Against the backdrop of the acute crisis between US President Donald Trump and his Ukrainian counterpart Volodymyr Zelensky , which escalated in an unprecedented manner yesterday (Friday), Ynet has learned that Israel is also trying to examine its relations with Russia. It now turns out that Prime Minister Benjamin Netanyahu sent his military secretary, Major General Roman Gofman, to a series of security-political meetings in Moscow in recent days - aimed at coordinating and strengthening cooperation between the countries, while maintaining security interests.
🔶️ Israel is in fact clearly choosing a side - preferring the Russians over the Turks, and is in fact trying to push Ankara out of Syria. Another goal of the meeting was to ask Russia to put pressure on Hamas, through the mediators, to advance the deal to release the hostages. One of those hostages still being held captive is Maxim Harkin, who holds Russian citizenship.
https://www.ynet.co.il/news/article/bklxthgsjg
⬛️ Israel wants to keep Syria "weak", and prefers Russia over Turkey as a dominant power in the region.
🇺🇦 Against the backdrop of the acute crisis between US President Donald Trump and his Ukrainian counterpart Volodymyr Zelensky , which escalated in an unprecedented manner yesterday (Friday), Ynet has learned that Israel is also trying to examine its relations with Russia. It now turns out that Prime Minister Benjamin Netanyahu sent his military secretary, Major General Roman Gofman, to a series of security-political meetings in Moscow in recent days - aimed at coordinating and strengthening cooperation between the countries, while maintaining security interests.
🔶️ Israel is in fact clearly choosing a side - preferring the Russians over the Turks, and is in fact trying to push Ankara out of Syria. Another goal of the meeting was to ask Russia to put pressure on Hamas, through the mediators, to advance the deal to release the hostages. One of those hostages still being held captive is Maxim Harkin, who holds Russian citizenship.
https://www.ynet.co.il/news/article/bklxthgsjg
ynet
נתניהו שלח את מזכירו הצבאי רומן גופמן לפגישות במוסקבה עם רוסיה
פרסום ראשון: ברקע המשבר בין טראמפ לזלנסקי, נתניהו שלח את מזכירו הצבאי רומן גופמן לסדרת פגישות בבירת רוסיה. ישראל רוצה לשמור על סוריה "חלשה", ומעדיפה את רוסיה על פני טורקיה ככוח דומיננטי באזור. במקביל, ירושלים ביקשה להפעיל לחץ על חמאס. לישראל אין אשליות: הברית…
Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
💸 🇮🇱 🇺🇸 U.S. Secretary of State Marco Rubio has stated that he will use his Emergency Authorities to expedite the delivery of $4 Billion in Military Aid to Israel.
💸 "Since taking office, the Trump Administration has approved nearly $12 billion in major FMS sales to Israel."
🎭 "The decision to reverse the Biden Administration’s partial arms embargo, which wrongly withheld a number of weapons and ammunition from Israel, is yet another sign that Israel has no greater ally in the White House than President Trump."
https://www.state.gov/military-assistance-to-israel/
🔗 OSINTdefender
💸 "Since taking office, the Trump Administration has approved nearly $12 billion in major FMS sales to Israel."
🎭 "The decision to reverse the Biden Administration’s partial arms embargo, which wrongly withheld a number of weapons and ammunition from Israel, is yet another sign that Israel has no greater ally in the White House than President Trump."
https://www.state.gov/military-assistance-to-israel/
🔗 OSINTdefender
United States Department of State
Military Assistance to Israel
I have signed a declaration to use emergency authorities to expedite the delivery of approximately $4 billion in military assistance to Israel. The decision to reverse the Biden Administration’s partial arms embargo, which wrongly withheld a number of weapons…
Forwarded from QVINTA ÆTAS
"US and Japan conduct new large-scale exercises
Exercises involving the Americans and their allies continue in the Asia-Pacific region. On February 19, Iron Fist 2025 began, involving US Marines and Japanese servicemen. The events will last until March 7.
▪️ The main objective of the exercises is to practice the actions of the combined forces in operations to capture remote islands. Obviously, this is why the main training sites are the islands of Okinoerabu, Okinawa and Kyushu.
▪️ Until recently, Iron Fist exercises were conducted on United States soil. However, starting in 2023, training was moved to remote Japanese islands.
▪️ Of course, the perception of China as the main threat to stability in the region played an important role in making this decision. Considering that the parties are more actively preparing for a hypothetical conflict in the region, it was logical to move the location of the exercises closer to the potential enemy.
🖍 Japan, by the way, is increasing its military presence in the southwestern part of its territory. Units equipped with radio-technical equipment, anti-ship missiles of the "surface-to-surface" class and missiles of the "surface-to-air" class are stationed there. All this is necessary for the defense of remote islands.
❗️ As we have written before, these territories could play a key role in a conflict in the Taiwan Strait. The Japanese could provide islands to support US troops if they were to participate in the war. And such training strengthens the coherence of US and Japanese units, which is necessary to counter the PRC.
High resolution map"
🔗 Source:
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Forwarded from QVINTA ÆTAS
Russian MFA 🇷🇺
American Side conveyed an official Note Verbale granting agrément for the appointment of Mr Alexander Darchiev, Director of Russia's Foreign Ministry Department of the North Atlantic, as the new Ambassador Extraordinary and Plenipotentiary of the Russian Federation to the United States
"The two rounds of high level US-Russia talks in Riyadh and Istanbul in the last two weeks appear to already be bearing fruit, as Russia's Foreign Ministry has announced it's received approval from Washington to send Aleksandr Darchiev as Moscow’s new ambassador to the United States.
Current bilateral US-Russia dialogue has been focused on fully restoring relations and putting back in place all embassy staff in Washington and Moscow, respectively. There had been several rounds of hostile mutual booting of diplomats as relations deteriorated under Biden.
According to Russian media, "Darchiev, a senior diplomat with more than 30 years of experience, currently heads the Foreign Ministry’s North Atlantic Department. He previously served as Russia’s ambassador to Canada from 2014 to 2021 and has held several high-ranking positions within the ministry, including deputy director of the North America Department and counselor at the Russian embassy in Washington."
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Telegraph
US Approves New Russian Ambassador As Major Reset Underway
The two rounds of high level US-Russia talks in Riyadh and Istanbul in the last two weeks appear to already be bearing fruit, as Russia's Foreign Ministry has announced it's received approval from Washington to send Aleksandr Darchiev as Moscow’s new ambassador…
Forwarded from Watcher Guru
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JUST IN: Elon Musk says "DOGE is a threat to the bureaucracy."
"This is the first time…that we can restore power to the people."
@WatcherGuru
"This is the first time…that we can restore power to the people."
@WatcherGuru
Forwarded from Watcher Guru
JUST IN: Citigroup, third-largest US bank, accidentally sent a customer $81 trillion ($81,000,000,000,000) instead of $280.
@WatcherGuru
@WatcherGuru
Forwarded from Watcher Guru
BREAKING: 🇺🇸 President Trump announces a "Crypto Strategic Reserve that includes XRP, SOL, and ADA."
📰 Full Story
@WatcherGuru
📰 Full Story
@WatcherGuru
❤1
Forwarded from Watcher Guru
JUST IN: 🇺🇸 President Trump says a "US Crypto Reserve will elevate this critical industry after years of corrupt attacks by the Biden Administration."
@WatcherGuru
@WatcherGuru
Forwarded from Watcher Guru
Forwarded from Watcher Guru
Forwarded from Watcher Guru
JUST IN: 🇺🇸 President Trump says "other valuable cryptocurrencies" will be included in the US Crypto Reserve alongside BTC, ETH, SOL, XRP and ADA.
@WatcherGuru
@WatcherGuru
Forwarded from Watcher Guru
JUST IN: Bitcoin rises 10% to $94,000 following President Trump US Crypto Reserve announcement.
@WatcherGuru
@WatcherGuru
Forwarded from Insider leak of the day
U.S. President Trump said: A U.S. Crypto Reserve will elevate this critical industry after years of corrupt attacks by the Biden Administration, which is why my Executive Order on Digital Assets directed the Presidential Working Group to move forward on a Crypto Strategic Reserve that includes XRP, SOL, and ADA. I will make sure the U.S. is the Crypto Capital of the World. — link
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Truth Social
Donald J. Trump (@realDonaldTrump)
A U.S. Crypto Reserve will elevate this critical industry after years of corrupt attacks by the Biden Administration, which is why my Executive Order on Digital Assets directed the Presidential Working Group to move forward on a Crypto Strategic Reserve that…
Forwarded from Global Intel Watch (TabZ)
Secret talks between the USA and Russia have been taking place in Switzerland for several weeks, focusing on a high-stakes gas deal that could significantly benefit Germany.
— BILD
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