jueves, 3 de marzo de 2022

MARCH 3 2022 SIT ECON y POL

 

MARCH 3 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

 

Quick news:

SWIFT BAN: A GAME CHANGER FOR RUSSIA?  

BY GoldCore

We start by discussing what SWIFT is, and then the implications of completely cutting Russia out of SWIFT. Read more.

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BONDS & BULLION BID AS STOCKS, CRUDE, & CRYPTO CRUMBLE

            by Tyler Durden

...yield curve flattens further (policy error) and banking sector stress rears its ugly head....

It has been 13 years to the day since Barack Obama called the bottom in stocks. On March 3rd, 2009, President Obama said:

"What you're now seeing is profit and earning ratios are starting to get to the point where buying stocks is a potentially good deal if you've got a long-term perspective on it,"

And since then the S&P is up 527%...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-12-19.jpg?itok=vDlGKiLL

 

Today, however, saw stocks lower on the day... but not this much...

Earlier gains in stocks (and drops in oil) came after reports of an imminent Iran deal, but that was walked back quite fast reversing those moves early on. Then remarks from French President Macron regarding his downbeat call with Putin sent stocks reeling lower...

Additionally, Fed Chair Powell had a 'whatever it takes' moment when asked what he will to do to regain 'stable prices'. However, as always, once Europe closed, the bid returned... until 1430ET - margin call time...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_13-00-07.jpg?itok=b0ZkAUgZ

 

Today's drop took all the majors red for the week, seemingly unable to hold the highs from that crazy meltup last Friday. Of course, with payrolls tomorrow, it's anyone's guess what we end up with in stocks...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-39-44.jpg?itok=wzIk0uCn

 

Russian stocks were a bloodbath again today with RSX down over 20% more after suspending creations last night... with a 400% premium to NAV!!

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-29-07.jpg?itok=5RHQ_xci

 

Oil prices actually fell today - despite Russian tensions - as headlines reported the Iran deal is imminent which would add significant supply to the extremely tight market...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-16-24.jpg?itok=I3PE0xTx

 

The issue is - with the supply lines to retail in America - the odds of $4 national average gas at the pump is extremely high already...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_09-02-33.jpg?itok=h-YJaiD7

 

And as Jim Bianco noted, the die is cast on the next recession...

See Chart:

https://twitter.com/biancoresearch/status/1499385705591709698/photo/1?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1499385705591709698%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fbonds-bullion-bid-stocks-crude-crypto-crumble

 

Bitcoin slipped lower today as headline after headline hit discussing crypto as a way to evade sanctions and the need for sanctions, control etc..

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-27-21.jpg?itok=Scgr3ErJ

 

But while stocks (geopolitical risk and Fed), oil (Iran nuke deal imminent), and crypto (lots of regulation/evasion headline chatter) were all lower on the day, bonds and gold and the dollar were bid.

Yields were mixed with the long-end outperforming and short-end yields slightly higher (10Y -4bps, 2Y +2bps). On the week, the belly is a notable outperformer (7Y -13bps) with both 2Y and 30Y down around 4bps

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-41-09.jpg?itok=Clnhs5ev

 

Which flattened the yield curve (2s10s) to new cycle lows...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-42-21.jpg?itok=gsMQoHt6

 

Powell reaffirmed his view on a 25bps hike in March, but the market priced-in another hike for the whole year (now pricing in 6 full hikes by the end of 2022)...

See Chart:

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-20-27.jpg?itok=fetCJI4H

 

The dollar rallied back to recent highs again today...

See Chart:

Bloomberg Dollar Index

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-50-26.jpg?itok=kU7C36wi

 

Gold was also bid as a safe-haven today, rising back to $1940...

See Chart

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_12-15-02.jpg?itok=vWn5h1Il

 

Finally the FRA/OIS spread is surging higher, signaling stress in the banking sector is starting to rise...

https://cms.zerohedge.com/s3/files/inline-images/2022-03-03_10-24-08.jpg?itok=gbkKW1vu

 

We are not at anything like panic-levels yet, but it is a key variable to watch as this crisis continues.

SOURCE: https://www.zerohedge.com/markets/bonds-bullion-bid-stocks-crude-crypto-crumble

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TWO OIL PRICE SCENARIOS: ONE BAD, AND ONE CATASTROPHIC

"Were disruption to Russian volumes to last throughout the year, Brent oil price could exit the year at $185/bbl."   [ See Chart ]

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US  DOMESTIC POLITICS

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

 

Pfizer’ terrorism:

PFIZER'S COVID-19 VACCINE GOES INTO LIVER CELLS AND IS CONVERTED TO DNA: STUDY

"We do not know if DNA reverse transcribed from BNT162b2 is integrated into the cell genome."

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El Sistema imperial se quema solo, no need for oil

"AREN'T WE FINANCING [RUSSIA'S] WAR?" PSAKI SAVAGED BY PRESS OVER US OIL POLICY

"Is there nothing that the administration can do?"

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Elections?  No tenemos candidatos.. necesitamos una mujer de cojones!

WILL THERE BE A 2024 PRESIDENTIAL ELECTION?

The smell of tyranny is in the air. The level of propaganda, disinformation, and mistruth has reached astounding heights...

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US-WORLD  ISSUES

 Geo Econ, Geo Pol & global Wars

 

WHEN THE FINANCIAL SYSTEM IS WEAPONIZED, BITCOIN BECOMES THE PEACEMAKER

Not only is the US inexorably relinquishing its role as global hegemon behind Leviathan, but globalism itself is rapidly imploding...

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RUSSIAN FIRMS RUSH TO OPEN ACCOUNTS AT CHINESE BANKS

"Over the past few days, 200-300 companies have approached us, wanting to open new accounts..."

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Estos canibales del Gob US dan asco

FIRE AT UKRAINIAN NUKE PLANT CONTAINED; LINDSEY GRAHAM CALLS FOR PUTIN ASSASSINATION

"If it blows up, it will be 10 times larger than Chornobyl! Russians must IMMEDIATELY cease the fire, allow firefighters, establish a security zone!."

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Major Banks Doubt Chinese Potential GDP Goal Is Reachable

Beijing is widely expected to set the growth target this year at 5%-5.5% when top officials lay out their economic policies at the National People’s Congress starting this weekend.

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RUSSIA HALTS ROCKET ENGINE SUPPLY TO US AS ISS PARTNERSHIP THREATENED

Today, we have made a decision to halt the deliveries of rocket engines produced by NPO Energomash to the United States."

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RU tit for tat is expected:  New Dresden?

GERMANY SENDS 2,700 ANTI-AIRCRAFT MISSILES TO UKRAINE DESPITE MOSCOW'S WARNING 

By some estimates Ukraine's military has already used literally hundreds of US-provided Javelins against the Russians...

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NUCLEAR NEGOTIATORS ANNOUNCE BEING "VERY CLOSE" TO FINAL IRAN DEAL

Iran hawks in Congress as well as Saudi Arabia's

crown prince warn of "weak deal"...

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NFL BECOMES FIRST US SPORTS LEAGUE TO ABANDON ALL COVID PROTOCOLS  

... "encouraging trends regarding the prevalence and severity of COVID, the evolving guidance from the CDC, changes to state law and the counsel of our respective experts" all as reasons for the decision.

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RT WORLD NEWS in Spanish

https://actualidad.rt.com/

- Concluye la segunda ronda de negociaciones entre Rusia y Ucrania: ¿cuáles son sus resultados? https://actualidad.rt.com/actualidad/422038-segunda-reunion-delegaciones-rusia-ucrania

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Moscú ante la OSCE: "Creemos que es muy importante evitar situaciones que podrían llevar a un enfrentamiento directo entre Rusia y la OTAN" https://actualidad.rt.com/actualidad/422424-moscu-osce-evitar-enfrentamiento-rusia-otan

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El presidente de la Reserva Federal de EE.UU. afirma que la situación en Ucrania podría acelerar el movimiento de China para aislarse del dólar   https://actualidad.rt.com/actualidad/422426-conflicto-ucrani-movimiento-china-aislarse-dolar

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Estallido, vacunas y matrimonio igualitario: el legado de Piñera, el presidente que protagonizó el derrumbe del espejismo neoliberal en Chile  https://actualidad.rt.com/opinion/cecilia-gonzalez/421326-legado-pinera-chile-protetas-derrumbe-neoliberalismo

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Lavrov: "Nadie va a ocupar a Ucrania, los objetivos de la operación son la desmilitarización y la desnazificación"  https://actualidad.rt.com/actualidad/421417-lavrov-ofrece-declaraciones-reunion

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MINUTO A MINUTO: Día 9, qué está pasando tras el inicio de la operación militar de Rusia en Ucrania https://actualidad.rt.com/actualidad/421174-minuto-minuto-desarrollo-situacion-donbass

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Canadá detiene un avión con pasajeros rusos a bordo  https://actualidad.rt.com/actualidad/422420-canada-detener-avion-pasajeros-rusos

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Japón liberará 7,5 millones de barriles de petróleo de sus reservas para estabilizar los precios https://actualidad.rt.com/actualidad/422443-japon-liberar-millones-barriles-reservas-estabilizar-precios

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RT en Español cambia de satélite para emitir en América Latina ante una ola de restricciones: ¿cómo seguir los programas del canal?  https://actualidad.rt.com/actualidad/422221-bloqueo-rt-espanol-america-latina

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Sale a la luz un nuevo video del ataque del 11-S  https://actualidad.rt.com/actualidad/422356-sale-luz-nuevo-video-ataque

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El príncipe heredero de Arabia Saudita afirma que su país podría reducir las inversiones en EE.UU.   https://actualidad.rt.com/actualidad/422365-principe-arabia-saudita-reducir-inversiones-eeuu

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Corea del Sur anuncia que EE.UU. le permite seguir exportando ciertos productos a Rusia pese a las nuevas sanciones https://actualidad.rt.com/actualidad/422328-corea-sur-eeuu-exportar-productos-rusia

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La Policía de Brasil investiga a Bolsonaro por vincular la vacuna contra el covid-19 con el sida  https://actualidad.rt.com/actualidad/422403-policia-brasil-bolsonaro-vincular-vacuna-covid-sida

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Las comitivas de Rusia y Ucrania anuncian la tercera ronda de negociaciones  https://actualidad.rt.com/video/422430-comitivas-rusia-ucrania-anuncian-tercera

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Pese a la histeria por la operación de Moscú, Occidente prefiere guardar distancia con Kiev  https://actualidad.rt.com/video/422355-pese-histeria-operacion-occidente-distancia-kiev

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La UE busca por primera vez facilitar el estatus de refugiado, pero solo para ucranianos  https://actualidad.rt.com/video/422353-ue-facilitar-estatus-refugiado-solo-ucranianos

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SPUTNIK NEWS :

 https://sputniknews.com/

-DEF-CON PELOSI

-Ukraine Circulating Photos of Captured Troops May Violate International Law

-Russia-Ukraine Crisis Heightens US-EU Growth Risks, Commodity Price Shocks

-CA Governor Unveils ‘Care Court’ Compelling Mental Health Treatment for Homeless

-British TV Host Slammed for Telling Viewers Russian Soldiers ‘Deserve to Die’

-US Charges TV Producer John Hanick With Violations of Crimea Sanctions

-Former Louisville Cop Acquitted on All Charges Stemming From Fatal Raid of Breonna Taylor's Home

-Sudanese Military Gov Reaffirms ‘No Problem’ With Opening Russian Naval Base in Red Sea Port

-US Imposing New Sanctions on Kremlin Spokesman, 19 Russian 'Oligarchs'

-Russia Reportedly Refuses to Be Observer at NATO Cold Response Drills

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March 3 2022:

SIT EC y POL SPANISH 

 

REBELION

Opin:  LA DICTADURA DE LOS MEDIOS   Jorge Majfud

Econ: Cinco materias primas a las que afectará la guerra en Ucrania  Sarah S ++

Ecol S: Coquimbo, la región de los relaves mineros en Chile   Michael L

Opin:  REVENTANDO EL POLVORÍN UCRANIANO   Rafael Poch

Opin: El número de muertes por covid-19 es cuatro veces mayor en los países pobres

US:  EEUU, Y SU AMOR POR LAS GUERRAS   José A. Amesty

Opin:  EL FANERÓSCOPO DE OCCIDENTE    Carlos Almenara

España: La justicia es (casi) igual para todos, menos para el rey  Olivia Carballar

España:  LA DOBLE MORAL QUE MATA EN NUESTRO NOMBRE  Carlos Alberto Ruiz

Armas:  CÓMO LUCRAR CON LA TRAGEDIA EN EUROPA ORIENTAL  Isabella Arria

UKR:  Conflicto de Ucrania: punto de inflexión para un nuevo orden mundial A S

US: Cómo EL US inició WW3 con Rusia y dejó que Ucrania la librara  Medea y Davies

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RT EN ESPAÑOL

Moscú ante OSCE: "evitemos  situaciones que lleven a enfrent directo entre RU y OTAN https://actualidad.rt.com/actualidad/422424-moscu-osce-evitar-enfrentamiento-rusia-otan

….

Concluye la segunda ronda de negociaciones entre Rusia y Ucrania: ¿cuál es su esultado https://actualidad.rt.com/actualidad/422038-segunda-reunion-delegaciones-rusia-ucrania

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US: la situación en Ucrania podría acelerar el mov  de China para aislarse del dólar https://actualidad.rt.com/actualidad/422426-conflicto-ucrani-movimiento-china-aislarse-dolar

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CROSS TALK  

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

CrossTalk, HOME EDITION: Zeitgeist

How should we describe our times? What’s the zeitgeist, as they say? Do we have a sense of direction and purpose? We hear a lot about the desire to ‘return to normal.’ But what does that mean now? Are we already living in the new normal? 

Source:  https://www.rt.com/shows/crosstalk/543906-zeitgeist-direction-new-normal/

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GLOBAL RESEARCH

- Russia Changes Tactics: Day 7 of Operations in Ukraine By South Front

- Ukraine: A Wider War Is in Prospect? By Dr. Paul Craig Roberts

- France’s Finance Minister: “We’re waging an all-out economic and financial war on Russia” By Paul Antonopoulos,

- Biden Disinforms on the State of the Union About COVID Vaccines By Joel S

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VOLTAIRE NET ORG  

https://www.voltairenet.org/en

News in Brief

500 000 dollars to catch Ukraine Nazi commanders

Chechnya governor Ramzan Kadyrov announced the seizure of the largest Ukrainian military base by a Chechen regiment. Traditionally the Chechens are considered to be outstanding fighters.

Kadyrov also promised a $500,000 reward for the capture of Ukrainian Nazi leaders who arrived in Chechnya to fight with jihadists from the Islamic Emirate of Ichkeria.

On 8 May 2007 in Ternopol (western Ukrainia), neo-Nazi Dmytro Yarosh, current special adviser to the Ukrainian military forces commander, had organized, jointly with Emir Dokou Oumarov, a congress sealing the alliance between European neo-Nazis and Middle Eastern jihadists against Russia.

Source:  https://www.voltairenet.org/article215935.html

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DEMOCRACY NOW

Amy Goodman’  team

- Report from Kyiv: Solidarity, Perseverance & “Full Mobilization” Against Russian Invasion

- Bernie Sanders Adviser Matt Duss on Ending Ukraine War & How U.S. Shock Therapy in Russia Enabled Putin

- Russia’s War in Ukraine Could Spark Nuclear Catastrophe; Calls for Global Disarmament Grow

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