The Fed's custody holdings report is usually a sleeper, but this week there was a whopping withdrawal by some central bank. And while there's no evidence, speculation is that it was Russia.

Foreign central banks' holdings of U.S. marketable securities fell in the week that ended Wednesday by a record $106.1 billion, and that was mostly Treasurys. The holdings of U.S. securities held by the Fed for other central banks fell to $3.21 billion, the lowest level since December 2012.

While traders say they suspect it was Russia, they don't know for sure, and it has not shown up on Russia's balance sheet.

However, Marc Chandler, chief Treasury strategist at Brown Brothers Harriman, said everything points to Russia, starting with the timing of Sunday's Crimean referendum and the potential for Western sanctions. He said rather than selling the Treasurys, Russia simply transferred them out of the U.S.

"Everything (Russian President Vladimir) Putin is doing is being extra cautious about retaliation, like bringing troops right to the Ukraine border," said Chandler. "The other reason I say it's most likely Russia is you look at the countries that have the largest reserves. It doesn't feel like it's China because China has enough on its plate."
Chandler said about half of Russia's foreign currency reserves are held in dollar-denominated instruments, and this would be about 80 percent of those dollar holdings. At the end of 2013, Russia had $138 billion in Treasury securities.

"It could be somebody else, but it does seem circumstantial just on the timing alone," said Chandler.

He also said there are precedents for this type of behavior by Russia.

He pointed to the birth of the Eurodollar market—dollars outside the U.S. In 1956, when the Soviet Union invaded Hungary, it feared the U.S. would retaliate with financial muscle, and Russia-based Narodny Bank shifted dollars from the U.S. and deposited them in its London branch, he noted.

http://www.cnbc.com/id/101495837

hari pertama tentara rusia masuk ke crimea bank sentral rusia mengeluarkan biaya untuk menstabilkan ekonomi mereka sebesar USD 10 miliar a.k.a Rp 120 TRILIUN

dan terakhir para analis memperkirakan bank sentral rusia mengeluarkan biaya Rp 1.272 TRILIUN ( asumsi $1 = Rp 12.00) untuk menstabilkan ekonomi rusia

FYI: harga saham rusia semakin melorot dan terendah sejak 4/12 tahun terakhir.

sampai kapan rusia bertahan ?



sayangnya yang jadi jantung ekonomi adalah sistem keuangan bukan gas atau minyak bumi

kalau jantungnya mati anggota tubuh lainnya mati

negara yang paling bergantung sama gas Russia adalah german itupu nilainya cuma 20 persen dari total seluruh pasokan gas german

belum lagi AS yg kini jadi "arab saudi" karena shale gas. artinya dinegara2 sekutu pasokan gas dan minyak itu berlimpah.