Nueva Democracia: JAN 19-2022 Part 1-2 SIT ECON y POL

JAN 19-2022 Part 1-2 SIT ECON y POL

ND denounce- debacle y propone State-Social + Capit-compet in Eco

ZERO HEDGE ECONOMICS

Neoliberal globalization is over. Financiers know it, they documented with graphics

Quick News:

TRUTH OR FICTION: VACCINES PROTECT AGAINST HOSPITALIZATION & DEATH

BY chessmaster

This article takes a critical look at the claims the Administration is making with respect to vaccines.

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MORGAN STANLEY TURNS EVEN MORE BEARISH, AS ACCELERATED FED TIGHTENING SPARKS BEAR MARKET

by Tyler Durden

"The bringing forward of tapering and rate hikes is likely to lead to a 10-20% correction in 1H22 for the S&P 500."

Having warned for months that the market is set to snap, unlike some of his peers like - for example - Goldman's David Kostin who has been uber bullish throughout 2021 even though we learned yesterday that the bank was quietly selling, pardon, "harvesting" billions in stock positions for a third consecutive quarter...

See Chart:

Asset Management- Harvesting progress of balance sheet equity portfolio since 2020

https://cms.zerohedge.com/s3/files/inline-images/GS%20selling%20even%20more_0.jpg?itok=KGtS3VyN

.. Morgan Stanley's notoriously bearish chief equity strategist, Michael Wilson has reasons for a victory lap now that many of his peers are scrambling to come up with reasons to turn bearish just weeks after they published their 2022 year-end S&P targets which for 95% of them were above 5,000.

However, Wilson has no time for such flights of fancy, because while we wait for street consensus to follow Wilson into the dark side (giving the all clear to buy stonks), he has decided that to keep differentiating himself he has to be even more bearish, and sure enough in his latest weekly warm up note, he writes that Morgan Stanley's new Fed forecast "simply brings forward our call for lower equity valuations and raises the risk in the first half of the year" as the median stock "remains expensive even though the most egregiously priced stocks have corrected."

Here are the details.

Last week, Morgan Stanley's economics team adjusted its forecasts on Fed policy "given the more hawkish tone in the most recent Fed minutes and commentary from Chair Powell and other governors" and joined the rest of the street in expecting the Fed to fully exit QE by April, increase rates by 25bps 4 times in 2022 and begin balance sheet normalization in the middle of the year. That - needless to say, is a lot of tightening, and fits with Wilson's general bearish outlook for 2022 published in November. To recall, his Fire and Ice narrative assumed the Fed was behind the curve and would need to catch up in a hurry given the dramatic move in inflation we've experienced during this pandemic. As discussed on Friday, consumer confidence measures suggest inflation is the number one concern right now, making this a political issue as much as an economic one especially for Biden, as his rating is now crashing.

See Chart:

Inflation an Economic and political problem.Biden approval rating vs CPI inflation

https://cms.zerohedge.com/s3/files/inline-images/inflation%20biden_2.jpg?itok=koqXIE4S

And as Biden just said during his press conference, "it is "appropriate for the Federal Reserve to recalibrate” the support that is now necessary to fight inflation, so expect the Fed to keep pushing until financial conditions tighten.

What all that means for equity markets is obvious, but just in case it isn't, Wilson explains: valuations will have to come down this year via a combination of higher back end rates and higher equity risk premiums. And so, the changes to the bank's Fed forecast simply mean "it is likely to happen faster now, making the handoff between lower earnings and higher earnings less seamless."

To be sure, Wilson's outlook for 2022 already incorporated a fairly hawkish Fed, and while that hawkishness has only increased it doesn't change the bank's year-end targets, which are already among the lowest on Wall Street:

Specifically, our base case year-end target for the S&P 500 is 4400, which compares to the median forecast of approximately 4800-4900. This target assumes a meaningfully lower P/E of 18x forward 12-month EPS of $245 at the end of 2022 (down from ~21x today). Our EPS forecast is largely in line with the Street while our target P/E is approximately 10% lower

Lets see one more chart:

What little good news Wilson had to clients, is that markets have been adjusting for months to this new reality, with 40% of the Nasdaq having corrected by 50% or more.

See Chart:

There is a massive meltdown in Nasdaq stocks

https://cms.zerohedge.com/s3/files/inline-images/massive%20meltdown%20in%20nasdaq_2.jpg?itok=vfMhKx4h

Continue reading and see more charts at:

SOURCE: https://www.zerohedge.com/markets/morgan-stanley-turns-even-more-bearish-accelerated-fed-tightening-sparks-bear-market

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FLORIDA'S CITRUS CROP TO BE SMALLEST SINCE WW2, SQUEEZES OJ PRICES HIGHER

The first meal of the day may soon become more expensive for consumers as food inflation soars.

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US DOMESTIC POLITICS

Seudo democ duopolico in US is obsolete; it’s full of frauds & corruption.

Biden has to create a sacrifice worse than 9/11 to convince US we’re under attack

HERE ARE THE HIGHLIGHTS FROM BIDEN'S "LONGER-THAN-EXPECTED" PRESS CONFERENCE

A hilarious number of people on here attempting to prop up Joe Biden’s press conference by complementing its length: "It may have been rambling and incoherent at times but boy was it long..."

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Otherwise the US won’t trust him -at least temporality -as expected patriotism. Once 9 States -now 12- are bombed by RU-CH + the bomb of London Bank &3 military bases. Then our Nation will realize that crazy people run our Govt.

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Waste of money:

FINAL WEEK TO INVEST IN THE STARTUP REINFORCING THE U.S. SPACE & DEFENSE INDUSTRIES

From national intelligence to aerospace and cybersecurity, Endeavour fuels $1B+ of capital into U.S. Space & Defense industries. Invest before 1/21.

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RU already said that this tragic comedy has not sense: they don’t plan to attack Ukrain

BIDEN: "MY GUESS" IS RUSSIA WILL INVADE UKRAINE: "I DON'T KNOW IF PUTIN DECIDED WHAT HE WANTS TO DO"

Suggested a "minor incursion" would be met with a lesser response... Ukrainian officials "watched those remarks with horror"...

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Why Biden lies? To rescue faith & legitimacy already lost for his Govt? BAD idea. WW3 is a zero-sum game in the sense that nobody wins. The whole world will lose and sacrifice by WW3 stupidity. Why if US bomb Ukraine & accuse RU? Then WW3 start & we will be bombed & our allied UK too. War must be responded with war since Sun Tzu.Then after Courts will decide who was right & wrong. The UN was already call by RU to avoid this conflict, the US mute.

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SUPREME COURT REJECTS TRUMP REQUEST TO BLOCK RELEASE OF JAN 6 RECORDS

Clarence Thomas was the lone justice to publicly dissent.

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US-WORLD ISSUES (Geo Econ, Geo Pol & global Wars)

Global depression is on…China, RU, Iran search for State socialis, D rest in limbo

ENGLAND ENDS ALL COVID PASSPORTS, MASK MANDATES, WORK RESTRICTIONS

...and just like that, it was gone!

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In war time the least he can do is lose more credibility & legitimacy. Biden should do the same. But.. the age plays a negative factor on him.

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War is obsolete: no winners, only destruction, genocide & more nuke pandemics

AMERICANS FOR WAR: IS THE UKRAINE/RUSSIA CONFLICT A US FOREIGN POLICY GOAL?

"U.S. leaders should be marshalling an international coalition of the willing, readying military forces to deter Putin and, if necessary, prepare for war..."

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CHINESE HOMEBUILDERS SOAR AS BEIJING PROMPTS PRISONER'S DILEMMA IN RESCUE PLAN

Those who were first to ease their grip on the local escrow accounts may face the risk that developers divert cash away and leave local projects unfinished

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DJOKOVIC OWNS 80% STAKE IN BIOTECH FIRM WORKING ON COVID 'CURE'

by Tyler Durden

He reportedly bought the stake in June 2020

Since being deported from Australia last week, men's tennis champion Novak Djokovic has returned to Belgrade, where he lives with his family.

Having inadvertently (or not) become the locus of the international debate about mandatory vaccinations, Reuters reported that Djokovic and his wife hold a combined 80% stake in Danish biotech firm QuantBioRes, which is working on developing a cure for SARS-CoV-2.

The firm said the company had about a dozen researchers working in Denmark, Australia and Slovenia. According to the Danish company register, Djokovic and his wife Jelena own 40.8% and 39.2% of QuantBioRes, respectively.

[This seems to be a FALSE FLAG… NO BODY make a suicide like that]

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SPUTNIK NEWS : https://sputniknews.com/

- Biden Has 'No Idea' Why Americans Would Question His Mental Fitness, Says He Didn't 'Overpromise'

- Outcry Online After School Employee Seen Taping Mask to Child’s Face

- Prince Andrew's Ex-GF Claims Epstein & Clinton Were 'Like Brothers', 'Loved' Hanging Around With Him La corrupcion los unio

- Murder of 3 Russian Journalists in CAR Likely Committed by 3R Militants

- Monument of Theodore Roosevelt in American Museum of Natural History Removed

- Watch Biden Lose Temper at Young Reporter Over Bull Connor & Voting Rights Remarks

- Biden Brags of First-Year Accomplishments Amid Low Approval Ratings

- Iranian President Says Moscow & Tehran Can Fight Back Together Against US

- Newly Declassified Footage Shows US Drone Strike That Killed 10 Afghan Civilians

- DOJ to Give House January 6 Committee Four Pages of Trump White House Records Not Enjoined

- Study on Suicide Trends in the US Shows Increased Need for Service Accessibility

- China Fast Developing Space Capabilities Represent 'Pacing Challenge' for US

- White House Will Distribute 400Mln Free N95 Masks Across US

- Most Regions in US to See COVID-19 Peaks in First Half of February, Fauci Says

- Biden Says Putin Has Never Seen Sanctions Like the Ones US Preparing Now Over Ukraine

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JAN 19 2022 PART 1-2 ND SIT EC y POL SPANISH ++

REBELION

Mund: Pandemia desigualdad: 10 superricos más ricos, 99% de la humanidad empobrecida Isabella Arria

Opin: PRAXIS EMANCIPADORA CONGELADA FBA Domínguez

Econ: ¿Qué se puede esperar del 2022 para la econ mundial? J C. Gambina

Mund: OTAN, A TODA VELOCIDAD CONTRA RUSIA Guadi Calvo

ALC: 2021, UN AÑO DIFÍCIL PARA LOS PUEBLOS INDÍGENAS Astrid A

Opin: ADAM SMITH DESFIGURADO Atilio A. Boron

Econ : Desempleo: rostro dramático de pand extenuante Sergio Ferrari

Cuba: ‘TAREA VIDA’ COMBATIR EL CAMBIO CLIMÁTICO Cuba’s Life Task

CL: Confirmo que Google es el Gran Hermano definitivo Yúbal Fernández

Perú: “Plata como cancha”, lecc sobre ética profesional del periodista Raúl Allain

Racismo : Enjuician a dos luchadoras por apoyar al pueblo Mapuche Gioia Claro

ARG: El plan de choque del FMI choca contra la realidad argentina R Koé

ARG: Gob y oposición, perplejidades y coincidencias Daniel Campione

Ecol-S: La crisis climática: la mayor amenaza, según el Foro de Davos

Econ : ¿cómo salir del infantilismo progresista? Rodrigo Lugones

Econ: PARA QUIÉN MIRAS Miguel Alejandro Hayes

BRA: LA BATALLA DEL 2022 ¿CON QUÉ PROGRAMA? Pedro Tierra

Natalia A: “Lo que hace una fake news es activar prejuicios” Iván S

COL: DENUNCIA PÚBLICA Joaquín Gómez

Cuba: Mujeres y derechos en el camino de la igualdad Sara Más

Cuba: Activism contra opresiones múltiples, la siembra del futuro L G

MX: Gob elimina 8 org públicos que atienden a personas vulnerables

USA: KING David Brooks

África: Bombardean campamentos con niños en Etiopía, denuncia Unicef

África: Mali, demasiados culpables para un solo crimen Guadi Calvo

Mund: La chispa que incendió a Kazajistán Paolo Sorbello

OTAN: LA “GUERRA” CONTRA RUSIA César Zelada

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RT EN ESPAÑOL

Cancillera rusa: Es"negligencia criminal" d periodistas US de obviar "provocac de Kiev" en Donbass https://actualidad.rt.com/actualidad/417425-cancilleria-rusa-critica-periodistas-eeuu

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VEN exige a US devolución de sedes diplomát "invadidas" por Guaidó en Washing y NY https://actualidad.rt.com/actualidad/417400-venezuela-exige-eeuu-devolver-sedes-diplomaticas

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Perú exige a Repsol "pagar d inmediato" el daño por derrame de petróleo en Ventanilla https://actualidad.rt.com/actualidad/417413-peru-exige-multinacional-repsol-resarcir-derrame

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Bill Gates advierte sobre pandemias futuras y peores que la del covid-19 https://actualidad.rt.com/actualidad/417426-bill-gates-advierte-pandemias-futuras

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Qué es la "nueva forma de capitalismo" con la que el 1er ministro de Japón busca reavivar la econ nacional https://actualidad.rt.com/actualidad/417419-japon-kishido-nueva-forma-capitalismo

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Hallan sustancia cancerígena en más del 95 % del café en el mercado honkgonés https://actualidad.rt.com/actualidad/417358-hallan-sustancia-cancerigena-cafe-honkgones

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"La malaria es endémica y mata a miles de personas": La OMS dice un covid-19 endémico no significa fin del peligro https://actualidad.rt.com/actualidad/417406-covid-19-endemico-peligro-oms

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Djokovic compra el 80 % de biotec danesa que desarrolla tratamiento contra covid-19 https://actualidad.rt.com/actualidad/417401-djokovic-comprar-biotecnologica-danesa

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CROSS TALK https://www.rt.com/shows/crosstalk/

- Is an all-out Russia-Ukraine war about to break out?

- Bill Gates warns of worse pandemics in future

- US warns about nukes in Belarus

- Russia's top spy makes sensational claim about US plans for Beijing Olympics

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GLOBAL RESEARCH

- Pfizer Trials: All Injected Mothers Lost Their Unborn Babies By Dr. Mark Trozzi,