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@karolkarpinski @uwwauw Hi Karol, thanks for this great thread. What do you make of Biden’s comment that they are exempting energy payments? Will this be done in Euro through European correspondent relationships?

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RT @KofmanMichael: I made a basic map, with red arrows, which I have held off from posting because I believed it would not be responsible t…

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RT @ABC: People attend an anti-war protest in Saint Petersburg, Russia, amid Vladimir Putin's invasion of Ukraine. LIVE UPDATES: https://…

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@Tpsmyth01 @Datkhvi Is this what will enable energy payments to be made? A point on which Biden also touched.

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@Datkhvi Yup. Shame Biden didn’t lay it out like that.

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RT @atanessi: Today, I asked a Russian diplomat how he was doing. "I don't know how to respond to this question," he texted back. "I am di…

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@MacaesBruno Seriously Bruno I think you are really missing the point here.

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@MacaesBruno Bruno, surely it is clear that risk of blowback to Europe from Russia is FAR greater than risk of blowback from Iran. Plus US is FAR more invested in punishing Iran.

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RT @esaravalle: You can’t do much if you’re on SWIFT but without correspondent banking accounts. You can do more with correspondent account…

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RT @Phil_Mattingly: Sberbank sanctions: https://t.co/7A5w7psAsd

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Sberbank is in! twitter.com/willmauldin/st…

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RT @tashecon: Bottling out on Sberbank then.

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RT @M_C_Klein: New at THE OVERSHOOT: Russia Was Already Cutting Off Europe's Gas Before Invading Ukraine. What Can Be Done? https://t.co/…

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RT @AdrianMorrow: No word from Biden on cutting Russia out of SWIFT, or blocking oil and gas exports, which are central to Russia's governm…

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Biden just attributed the decision not to do SWIFT to the Europeans!

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Does anyone have details on what exactly Biden is promising to do here? Sanctioning banks but ensuring that energy payments can continue? (Sic) VTB but not Sberbank … ?

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RT @camiel_coenen: @adam_tooze @KangHexin Don't forget the possibly massive impact on Egypt: economist.com/middle-east-an…

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"Lebanon imports 50 per cent of its total wheat consumption from Ukraine, followed by Libya at 43 per cent, Yemen at 22 per cent, and Bangladesh at 21 per cent.” @KangHexin ft.com/content/c0c9fe… https://t.co/A4fRC8eIGp

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As @JavierBlas pointed out earlier this week, $700m per day flow from Western buyers of energy and raw materials to Russia. They are continuing to flow today. twitter.com/JavierBlas/sta…

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RT @SevaUT: anti-war protest happening in moscow right now, despite all the crackdown measures

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Interesting tension revealed by this comment from Russia's chief industrial lobbyist face to face with Putin. twitter.com/antontroian/st…

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RT @DeItaone: *UBS TRIGGERS MARGIN CALLS AS IT CUTS RUSSIA BOND VALUES TO ZERO

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@davidimarcus Ive heard tell of these listservs … what are they?

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RT @MatinaStevis: UPDATE: EU diplomats tell me carveout demands (incl those above) evaporated. Broad agreement on sanctions today. BUT: new…

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RT @MatinaStevis: Diplomats tell us following sanctions are tricky: – ITA, AUS, DE concerned abt broad banking-sector sanctions – ITA resis…

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Instead of the simplistic @markets graph showing Russian reserves ahead of liabilities, read this by @mcopelov thanks Mark for correction. twitter.com/mcopelov/statu…

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Along with dramatic movement in CDS, there is more alarm in Russian financial markets than many expected. When and how will Moscow get a grip on this? Is this in anticipation of truly massive sanctions later today. twitter.com/RobinBrooksIIF…

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RT @KofmanMichael: Follow Rob for videos and coverage of what is happening. I will post to offer an assessment of the situation, but my goa…

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RT @KofmanMichael: Part of the initial attack seems to be a large air assault with heliborne operations. There is considerable fighting, SA…

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RT @PutinIsAVirus: Here some of the most famous Russian oligarchs yachts and their current (22/2/2022) location around the world. Many are…

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CDS market on Russian sovereign debt taking a realistic view: clearly this crisis much worse than 2014! twitter.com/NGurushina/sta…

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@Jmhaas @GavJacobson Clearly the odds have shifted in favor of your scenario. But the fact is that TODAY Western consumers will pump $700m in revenue into Russia in exchange for energy and raw materials. NS1 is full.

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At time of the 2014 Ukraine crisis, Russia's foreign debts were much bigger thanAt the time of the 2014 Ukraine crisis, Russia's foreign debts were much bigger than its FX reserves. Now it's the other way round its FX reserves. Now it's the other way round bloomberg.com/news/articles/… https://t.co/zkni78E4z6

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Significant to note who shows up in Moscow today. twitter.com/mfa_russia/sta…

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RT @CarlSchreck: There's even a lone correspondent for the Russian state news agency TASS in there.

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RT @TheStalwart: Market cap of Russia’s largest bank cut almost in half bloomberg.com/news/articles/… https://t.co/uQjvQ0hnDe

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