domingo, 27 de febrero de 2022

Feb 25-26 2022 SIT ECON y POL

 

Feb  25-26 2022 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

 

OIL PRICES AND SANCTIONS STRATEGY: THE APPARENT CONTRADICTION

Either the market is over-estimating the fallout from the crisis on the actual availability of oil and gas; the U.S. government is under-estimating the impact sanctions will have on oil and gas supplies; or a bit of both.

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See Interesting charts

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"I HAVE OTHER ASSETS" - TEXAS POLITICIAN POSES TOPLESS ON OIL WELL  

"If I had gone off and shot machine guns and screamed about the border, they wouldn't have a problem with it."

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'WAR NEWS' IS 'GOOD NEWS'?: STOCKS END HISTORIC WEEK HIGHER

BTFWW3?

It seems like the ultimate 'bad news is good news' example - but as we noted in stocks (and applies to many other markets), the world and his pet rabbit went into this week hedged-and-wedged, and unwinding/monetizing those hedges sparked a virtuous rebound from every dip. Every asset-class (except bonds) saw its implied volatility drop as the week went on...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_12-17-57.jpg?itok=L5xDhb8X

 

US equities ripped back into the green on the week in the last two days (from the lows ahead of the cash open yesterday, Nasdaq is up over 8%) with only The Dow ending red (barely, but it did briefly get green today). Small Caps outperformed.

See Chart:

US equities ripped back into the green on the week in the last two days (from the lows ahead of the cash open yesterday, Nasdaq is up over 8%) with only The Dow ending red (barely, but it did briefly get green today). Small Caps outperformed.

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_13-00-05.jpg?itok=h49YIJav

 

While many suggested the geopolitical risk was enough to spook The Fed, the fact is that March odds of a 50bps hike are practically unchanged on the week at around 25-30%

See Chart:

Mar 2022 Rate-Hike Expe

https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_12-27-59.jpg?itok=CX_Ga04g

 

Furthermore, as Nomura's Charlie McElligott pointed out earlier, The Fed actually has MORE work to do on tightening Financial Conditions, because the ABSOLUTE SCENES in Breakevens off the inflationary implications of the Russia / Ukraine impact on Commodities (5Y BE’s were 30bps wider at one point!), and thus, these are then having an enormous impact on Real Yields moving sharply more negative (instead of higher / tighter).

See Chart:

Bloomberg US Financial Conditions

https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_12-32-48.jpg?itok=68seF2tN

 

See More charts at:

SOURCE:  https://www.zerohedge.com/markets/war-news-good-news-stocks-end-historic-week-higher

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GEOPOLITICS AND DEGROWTH 

...real power flows not from waste, centralization and coercion but from decentralization, relocalization and the free flow of value.

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"GREEDY" CORPORATIONS ARE CAUSING INFLATION... OR ARE THEY?

This has become an increasingly popular talking point on the political left. Elizabeth Warren has pushed this narrative hard..

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US  DOMESTIC POLITICS

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

 

EU, US AGREE TO EXPEL "SELECTED RUSSIAN BANKS" FROM SWIFT, SANCTION RUSSIAN CENTRAL BANK 

"We commit to ensuring that selected Russian banks are removed from the SWIFT messaging system. This will ensure that these banks are disconnected from the international financial system and harm their ability to operate globally."

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WORKERS AT STARBUCKS CAFE IN MESA VOTE TO UNIONIZE IN LATEST THREAT TO CORPORATE PROFITS

A growing number of Starbucks' corporate-owned stores are launching unionization efforts, emboldened by a handful of stores in upstate New York

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LA IS SPENDING UP TO $837,000 PER UNIT TO HOUSE THE HOMELESS

Are you wondering why so many people are defecting from places like California in favor of tax havens like Florida? Look no further for your answer...

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WANT TO STICK IT TO COASTAL ELITES? USE BITCOIN

The digital money revolution is happening - which side of it are you on?

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Nanci Pelosi is a  FAKE LEADER: she doesn’t know where she  is

MAN WHO CARRIED NANCY PELOSI'S LECTERN ON JAN. 6 SENTENCED TO 75 DAYS IN JAIL, $5,000 FINE

Not charged with 'terrorism or insurrection', eh?

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US is out of the new world order: our empire is collapsing

US GOVT JUST ADMITTED THIS IS A WAR THAT WILL DETERMINE WHO WILL RULE THE NEW WORLD ORDER

“Russia and the PRC also want a world order... that is and would be profoundly illiberal... It is an order that is, in many ways, destructive rather than additive."

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The new world order will be defined either for neo-nazis of Germany or Russia

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Ukraine was part of the Soviet Union, and most in Donetsk & Lugansk are pro-Russia

FROM 1991 TO NOW: THE CHRONOLOGY OF A UKRAINIAN CRISIS

The potential geopolitical, economic, and asset implications of the conflict unfolding between Russia and the West over Ukraine are top of mind for many, but understanding how we got here is crucial

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IF you are really green you have to cook yourself instead of cremation

THE TRUE COST OF THE GREEN ENERGY BOOM IS NOW BEING REALIZED

It is becoming increasingly clear that fossil fuels will remain a key part of the energy mix for years to come...

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Que vivan los antropófagos d las cavernas, por ser verdes sobrevivieron.

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Polish are already invading Ukraine with 40 Th soldiers pro NATO expansion

"CASH DELAY" DELIVERIES STRIKE POLISH ATMS AS PEOPLE PANIC HOARD AMID UKRAINE CRISIS

"Due to the increased demand for cash, Narodowy Bank Polski informs..."

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Si los Rusos no queman el silo nuclear de Poland, ellos queman Rusos n Ukraine

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Ukraine is not ‘cold war’ it is the start of WW3. After UKR comes bombing of Londn bank

COLD WAR THINKING ISN'T WORKING

Sticking to Cold War era assumptions is a recipe for a sub-optimal foreign policy, which could increase the probability of the US stumbling into a disastrous war of choice.

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And after London Bank comes US banks that manufact USD includ bunker in ISR  This is not cold war, this is WW3

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Yes: We are member of neo-nazi’ NATO that kill many people from Lugansk & Donetsk

BUCHANAN: DID WE PROVOKE PUTIN'S WAR IN UKRAINE?

Whatever we may think of Putin, he is no Stalin...

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GROWING NUMBER OF EXPERTS CALL ON US GOVT TO RECOGNIZE NATURAL IMMUNITY

Over 140 papers demonstrate that... superiority of natural immunity

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BIDEN 'DO SOMETHING' AS PUMP-PRICES SET TO TOP $4 "IN THE NEXT FEW WEEKS"

Fighting the surge in gasoline prices will be even tougher today than it was last year when Biden released crude from the strategic petroleum reserve...

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THE DOLLAR: A VICTIM OF ITS OWN SUCCESS? 

America’s most powerful strategic weapon today is the dollar...

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US-WORLD  ISSUES

 Geo Econ, Geo Pol & global Wars

 

UK FREEZES PUTIN ASSETS, US TO FOLLOW 

The sanctions package is expected to be approved this afternoon...

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EU 'MOVING FORWARD' ON RUSSIA SWIFT SHUT-OUT, BUT FORMER US OFFICIAL SAYS 'NOT NUCLEAR OPTION'    

...but worse, many worry it could invigorate rival messaging systems, including one from China or another from Russia...

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RUSSIAN SPACE CHIEF WARNS ISS WILL PLUNGE FROM ORBIT AND STRIKE US IF BIDEN SANCTIONS IMPLEMENTED

"If you block cooperation with us, who will save the International Space Station (ISS) from an uncontrolled de-orbit and fall into the United States or...Europe?"

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We should take out our military from Ukraine crisis

WHITE HOUSE ASKS CONGRESS FOR $6.4 BILLION FOR UKRAINE CRISIS

Some Congressional leaders advocating

for full US military intervention against Russia.

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150,000 REFUGEES FLEE ACROSS EUROPE AS UKRAINIAN FIGHTING INTENSIFIES  

"There is a significant movement of the population..." 

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RUSSIA'S MILITARY ANNOUNCES BIGGER "ADVANCE IN ALL SECTORS" AS ZELENSKY VOWS UKRAINIANS WILL FIGHT

More European allies pledge weapons, including Stinger anti-aircraft missiles  

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The war on Ukraine only benefit EU bankers, those dreaming with RU defeat

SHELLENBERGER: WESTERN ELITES ARE PUTIN'S 'USEFUL IDIOTS'

...Putin "is a rational actor, not a madman."

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Ground firefights in Kiev come from Poland NATO troops. If RU bomb Pol-nuke site…

US TREASURY IMPOSES SANCTIONS ON PRESIDENT PUTIN AS GROUND FIREFIGHTS BREAK OUT IN KIEV

US Treasury pulls trigger on personal sanctions against Vladimir Putin

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RU responded sanction by nationalizing foreign assets: Tit for Tat. And if NATO allies don’t cut sanctions to RU they will bomb d nuclear site in Poland

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ONE BANK TURNS APOCALYPTIC, WARNS OF "CRASHES, PANICS AND WARS"

"We believe bull era of central bank excess,

Wall St inflation, globalization ending..."

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Wall St inflation is real. It will put Biden against the Nation. He will lose the election coming and the new balance in congress will result in demanding his resignation as happen in 1971 with Nixon.

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China tactic of not been involve in current UKR crisis is right. Now is China the only

WILL RUSSIAN INVASION OF UKRAINE EMBOLDEN CHINA?

“Are you urging China to help isolate Russia?”

“I'm not prepared to comment on that at the moment.”

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China is the only country who benefit from current political crisis in UKR. It doesn’t mean that they will abandon partnership with RU. They never said so and it will never happen. Only stupid politicians in US can believe such story.

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Opposite distortion on China, more stupid than the previous one

CHINA-RUSSIA ALLIANCE AN "ALARM BELL FOR THE WORLD": AUSTRALIAN DEFENCE MINISTER

“This alliance that Russia and China have entered into should be deeply disturbing to the rest of the world.”

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Many UKR in RU plus other foreigners has the right to protest agst war & favor PEACE

ANTI-WAR PROTESTS BREAK OUT IN RUSSIAN CITIES AS MANY SHOCKED AT SCALE OF UKRAINE INVASION

"No one needs this war," some of the signs said.

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Of course no one needs war. But here the intention is to present the meeting as anti-RU and against ‘invaders’: this is a gross distortion of meetings intention. This false flag is typical on stupid American. Nothing to do with the real intention of PEACE in these meetings.

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Stop distortion. We need more decent view on friendly relation among RU-India

INDIA EXPLORING RUPEE PAYMENT MECHANISM FOR TRADE WITH RUSSIA

"This is a proactive move assuming that the conflict escalates and there could be a slew of sanctions in place"

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SPUTNIK NEWS :

 https://sputniknews.com/

- Russian Delegation Arrives in Belarus For Talks With Ukrainians, Ready To Start in Gomel

- Another Package of Sanctions on Russia, Analyst Mulls Over Their Effectiveness

- Putin Thanks Russian Special Op Forces for Heroically Performing Their Military Duty in Ukraine

- US Condemns Pyongyang’s Latest Missile Launch

- Western Press Has Kept Silent For Years on War in Donbass & Neo-Nazism in Ukraine

- Tehran Ready to ‘Immediately Conclude a Good Deal’, Should West ‘Show Real Will’

- US Determination to Expand NATO Creates Unpredictable Situation, Cuba

- All Russian Banks Under Sanctions Will Be Excluded From SWIFT, German Gov't Says

- Kiev Aims to Create Ballistic Missiles Capable of Reaching Urals

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Feb  25-26 2022:

SIT EC y POL SPANISH 

 

REBELION

-Mund:   valor estratégica de la política exterior rusa en Ucrania  R O

Ecol S: poder de las multinacionales en combustibles fósiles  Louise W

Econ: Qué es Swift y qué supone dejar a RU fuera del sist d pagos Ph I

Pol: Conflicto Rusia-Ucrania es expresión del desorden mundial JC G

BRA: Lula y PT se oponen a privatiz Electrobras y Petrobras J  Almeida

ARG: La deuda infame… éramos pocos y llegó Carrió   D Campione

Ecol S:  El ruido: asesino escandaloso en las ciudades

Chile:  Constitución, régimen político y clases sociales  M Rodríguez

COL:  LAS CÍNICAS RECETAS DE LA OCDE  Anuska J.

Opin:  GUERRAS SIEMBRAN FASCISMO   Raúl Sánchez

Cuba:  UN PULSO PARA NO GANAR  Aurelio Pedroso

Opin  ESPEJO DE PRÍNCIPES   Luis Méndez

Ecuad:  LA PERLA DE LA COFRADÍA NEOLIBERAL  Jonathan Báez

US:  SU AMOR POR LAS GUERRAS  José A. Amesty R.

UKR-RU:  LAS RAÍCES DE LA ESPIRAL BELICISTA   Ervin Hladnik

Román Demyan «LO QUE QUEREMOS ES LA PAZ» Ramón Pedregal

Mundo: RUSIA-UCRANIA: UNA TRAGEDIA EVITABLE  Atilio A. Boron

Mund:   RUSIA NO IBA DE FAROL   Txente Rekondo

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RT EN ESPAÑOL

Delegaci  Rusa llega a Bielorrusia para empezar negociac con la parte ucraniana https://actualidad.rt.com/actualidad/421669-delegacion-rusia-llegar-bielorrusia-empezar-negociaciones

Zelenski rechaza celebrar negociaciones en Bielorrusia con la parte rusa  https://actualidad.rt.com/actualidad/421672-zelenski-rechazar-celebrar-negociaciones-bielorrusia

No tienen gente preparade para el dialogo o le impidieron negociar

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CROSS TALK  

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

- China and North Korea to cooperate under ‘new situation’

- ‘Final review’ of Russia’s relations with West now possible – former president

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GLOBAL RESEARCH

- Why Putin Took Military Action By Joe Lauria,

- Ukraine: The US and NATO Created this Mess By Hamilton Coalition

- Ukraine’s Kiev Regime is not “Officially” A Neo-Nazi Govt M Ch

- Euromaidan, the Original “Ukraine Crisis” By Kit Knightly,

- Biden’s Cuban Missile Crisis By Jeff Deist,

- Understanding Ukrainian Nazism By Lucas Leiroz

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VOLTAIRE NET ORG  

https://www.voltairenet.org/en

News in Brief

ZELENSKY PREPARED TO SURRENDER

In the night of 25 to 26 February 2022, Ukrainian President Volodymyr Zelensky addressed a ceasefire proposal to Russia via the Chinese Embassy in Kiev.

The Kremlin immediately informed him of its terms:
 arrest of all Nazis (special military adviser Dmitro Yarosh, Azov Battalion, etc.),
 removal of all street names and monuments glorifying Nazi collaborators during World War II (Stepan Bandera, etc.),
 surrender of weapons.

Russia’s special military operation in Ukraine bears no relation to the narrative reflected in the Atlanticist media. As in every war, the mainstream media is addicted to deception and disinformation.

Source:  https://www.voltairenet.org/article215848.html

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DEMOCRACY NOW

Amy Goodman’  team

- A City Under Siege: Ukrainian Journalist in Kyiv Speaks Out as Russian Troops Move In on Capital

- Ukrainian Peace Activist: My Country Has Become a Battlefield for Major Powers. End the War Now

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