Egregoros

Signal feed

Timeline

Post

Remote status

Context

3
Regarding oil markets, rumormill.

its over dawg, china is diverting supplies enough for self sufficiency. iran dont look like they are stopping anytime soon. Korea and Singapore processing is halted, trade routes look significantly different.

whatever iran and israel is bombing would not come online for YEARS, the only country that can get those pumps, generators, catalyst washers, heat exchangers back online is china. Chips to copper flanges.

sooo........... oil prices in USD are going to stay up and americas only real response is to spin up china hate attackcattle.

F
@CleverMoniker they will kill EVERYTHING to save bonds

they are doing debt buybacks every week now.

no timeline till major banks choke and die.

they are doing buybacks because the banks need exit liquidity(china, europe and japan not buying) and they want to keep yields below 3249234924329%. these are in smaller quantums too to slow down the lumps of maturing debt before they get ""out of control""

Replies

1
I have a different reading of this. Of course they care about consumers in that they don't want to lose the next election. We know pretty well how much they care.

"last of our concerns" is telling me that they have REALLY BIG PROBLEMS, such that consumers just don't rank in the scale of their problems...