The building burning in the video is the hospital.
Note the distinctive shape and solar panels on the roof of the building in the foreground.
(31.5051383, 34.4612642)
H/T @COUPSURE + @ELINTNews
@COUPSURE @ELINTNews The blast at the hospital happens less than 20 seconds after a large volley of rockets is launched at Israel with a trajectory over the hospital.
🧵What does the video of the latest ICE shooting show us? A break down of what is visible:
First shots were fired by this officer as the person attempts to get back to his feet. The shots were fired into the man's back from the officer as seen in screenshot 2.
Immediately after the first shots, the officer's scatter and the initial shooter fires several more rounds while backing up, as the man is lying motionless on the ground.
🧵1/10: Since the last thread, several things have shifted at once. Liquidity is tighter, REPO use is higher, household stress is clearer, and fiscal pressure is rising. The system is still working, but on thinner margins.
2/10: REPO has crossed an important line. It no longer spikes and fades. It keeps stepping higher and staying there. Recent auctions near ₽4.7tn show banks now rely on the central bank as a permanent funding source.
3/10: At the same time, net system liquidity has fallen deeper into negative territory. This means REPO is replacing lost deposits, not smoothing temporary gaps. That makes the system more fragile.
🧵1/12: Russia’s economy hasn’t collapsed, but it is suffering immensely. It still runs, but only because the central bank keeps it alive with constant REPO liquidity. What was once emergency support is now the daily operating system.
📷:@evgen1232007
2/12: REPO usage shows the stress clearly. Trillions of rubles are borrowed week after week by the banks with no unwind. Banks aren’t smoothing short-term shocks anymore. They are refinancing theirs and the economy's survival on a rolling basis.
3/12: Oil used to stabilize everything. Now it doesn’t. Russian crude sells at deep discounts due to Western and kinetic sanctions, and tax revenue per barrel keeps falling. Even when export volumes hold, the state earns far less from each barrel.
Elvira Nabiullina is by far the most competent person in the Russian government and has almost single-handedly managed to keep the Russian economy afloat for the past year despite increasing pressure from above to change key policies.
She is however rapidly running out of black magic and the creative accounting required to continue her success. With Israel/Iran not causing the expected oil price surge, the record deficit is increasing and the methods of financing it are dwindling.
OFZs are being sold at record levels to state owned banks, but the high interest rate means the income is only just enough to cover the payments due on last year’s bonds.
The NWF’s liquid assets dipped below the government deficit last month further adding to the headaches.
Summary of the significant evidence that the B-2s currently airborne are a strike package heading directly for Iran:
1. Immediate refuelling after departing from Whiteman Air Force Base indicates that the aircraft are carry close to their maximum payload.
If not an immediate strike, it is highly likely that the ordnance would have be pre-positioned at Guam or Diego Garcia with C-5 or C-17 transport aircraft in order to save the logistical headache of the additional aerial refueling and airframe stress.
2. If the B-2s continue onward to Iran they will arrive on target a few hours prior to opening of the Futures market at 6PM ET Sunday. This will give the Trump administration time to host a press briefing to calm the markets before they open.