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 ]
====
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."
====
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?"
====
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...
====
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...
====
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..."
====
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!."
====
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."
====
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...
====
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"...
====
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.
====
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
….
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
….
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
….
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
….
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
….
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
….
Canadá
detiene un avión con pasajeros rusos a bordo
https://actualidad.rt.com/actualidad/422420-canada-detener-avion-pasajeros-rusos
….
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
….
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
….
Sale
a la luz un nuevo video del ataque del 11-S
https://actualidad.rt.com/actualidad/422356-sale-luz-nuevo-video-ataque
….
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
….
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
….
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
….
Las
comitivas de Rusia y Ucrania anuncian la tercera ronda de negociaciones https://actualidad.rt.com/video/422430-comitivas-rusia-ucrania-anuncian-tercera
….
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
….
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
====
====
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
….
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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