ずくなしの冷や水

2020年03月18日

問題の根は深い 予想外のことが起きる 日銀はめちゃくちゃやっている 市場観察

朝日ニューヨーク=江渕崇 2020年3月20日 13時00分
ボーイングが一時解雇検討 取締役の前国連大使は辞任
 米航空機大手ボーイングが人員削減や生産停止を検討していることが明らかになった。主力機の墜落事故による運航停止に新型コロナウイルスの感染拡大が重なり、経営が急速に悪化。資金繰り懸念が強まって米政府に計600億ドル(約6・6兆円)の金融支援を求めていた。

RT2020/3/19
Global markets continue free fall as US Fed rolls out THIRD emergency program in 2 days & ECB announces €750bn ‘pandemic QE’
The Federal Reserve has introduced yet another emergency measure, injecting liquidity into markets, after interventions by European, Australian, South Korean and Japanese authorities failed to halt the global economic meltdown.
The Fed announced the new Money Market Mutual Fund Liquidity Facility (MMLF) late on Wednesday night, creating a program similar to the one rolled out during the 2008 financial meltdown. Managed through the Fed’s branch in Boston, the facility will help banks keep up with investors pulling their funds out of money markets.
The European Central Bank (ECB), meanwhile, said it would buy up €750 billion ($820 billion) in bonds throughout 2020, injecting new money into Europe’s struggling economy in a bout of ‘pandemic quantitative easing’ – a move the bank hopes will stave off a coronavirus-induced recession.
Despite the procession of emergency measures implemented by governments and central banks the world over, global markets have continued to tank as the Covid-19 pandemic steadily expands. Stock indexes across North America, Europe and Asia have seen devastating losses in recent weeks, in some cases reversing years of gains in a matter of hours.

SPUTNIK2020/3/18
The ruble has been weakening in recent days due to lower oil prices.
The Russian ruble is trading at 79,18 to one US dollar on the Moscow Exchange.
The last time the dollar was traded at this level was in February 2016.
The euro is up 4,8% with one euro now buying 86,875 rubles.
Brent futures for delivery in May were trading down 4.8 per cent at $27.35 for a barrel.

管理人はETFのショートポジションをごくわずか持っています。そのため買戻しのタイミングを待っています。2020/3/18は、昨晩の米国株式が少し戻したこともあり、前日終値より180円高く始まり、さらに上値を追って9:13に17940円の高値を付け、その後14時までは17700円を挟む動きで推移しました。その後ダウ先物などが下落するにつれて下落、14:59に17,260円の安値を付けました。ところが引けてみると終値は17940円の本日高値と並んでいます。大引けで直前の17300円近辺から瞬間的に640円も上がったのです。大量の買いが入れば値段が飛びます。誰がそんなに大量の買いを入れたか。ETFをすでに大量に保有していて含み損が増えることを恐れる取引参加者です。日本の中央銀行がそんな取引をしていると考えざる得ません。
次の画像はE-TRADE証券のサイトから

日本の当局は何をやるにも手段を問わない犯罪者と同じです。厚労省は公式ツイッターでデマを流す、中央銀行は相場操作を行う。なんでもありです。

NHK2020年3月18日 15時39分
日銀 黒田総裁 ETFの含み損2兆円から3兆円規模と試算
日銀は16日、新型コロナウイルスの感染拡大による景気の悪化を食い止めるため、追加の金融緩和に踏み切り、多くの株式をまとめて作るETF=上場投資信託の年間の買い入れを倍増させることを決めました。
日銀の先月末までのETFの買い入れは、総額で28兆8000億円余りにのぼりますが、黒田総裁は、このところの株価の急落で買い入れたときよりも価格が下がり、含み損が2兆円から3兆円の規模に膨らんでいるという試算を明らかにしました。
そのうえで「ETFの買い入れは株価を支えるというオペレーションではなく、あくまで金融市場の不安定な動きを抑え企業や家計の心理の悪化を防止することが目的だ。
そういう意味で、一定の効果を持っている」と述べ、市場の動揺を抑えるため積極的にETFの買い入れを続ける考えを示しました。


不安定な動きを作っているのは日銀です。何が起きるかわからない。気を付けましょう。

[ワシントン 17日 ロイター] - トランプ米大統領は17日、新型コロナウイルス流行で航空業界が経済的な衝撃に直面する中、政府が航空機大手ボーイング(BA.N)に金融支援を供給すると発表した。
トランプ大統領は「ボーイングは多くの面で打撃を被った」とし、「われわれはボーイングを守る必要があり、助けていく」と述べた。さらに、航空機関連サプライヤーへの金融支援も検討しているとした。
ボーイングは前日、同社と航空業界全体への短期的な公的支援について、ホワイトハウス高官や議会首脳と協議しているとの報道を認めた。

2020/3/18 00:37 (JST)【ロンドン共同】英生活雑貨・衣料ブランドの「ローラアシュレイ」は経営破綻することになったと明らかにした。英メディアが17日に報じた。新型コロナウイルスの感染拡大で販売などが「深刻な打撃を受けた」と説明している。2700人の雇用が失われる恐れがある。

フランスが大企業を公有化することもあると言い始めました。エアフランスは真っ先に候補に挙がるでしょうか。
SPUTNIK2020/3/17
France May Nationalise Major Companies Amid Market Mayhem - Finance Minister
The French government is ready to use all measures to offer support to major companies suffering during the financial market turmoil, including nationalisation if such necessity arises, Finance Minister Bruno Le Maire said on Tuesday.
"I won't hesitate to use all means available to protect big French companies," Le Maire said on a conference call with journalists, as quoted by Reuters.
"That can be done by recapitalisation, that can be done by taking a stake, I can even use the term nationalisation if necessary," Le Maire added, as quoted by the agency.
France has also promised a package of measures worth some €45bn to help companies and employees withstand the pandemic-linked storm, the minister said, as quoted by the Financial Times. This package would include payments to temporarily redundant workers and postponed tax and social security bills. The aid measures also include €300bn of state guarantees for bank loans to businesses and €1tn of such guarantees from European institutions, Le Maire said, as cited by the paper.

米国は特にひどいことになる。放射性物質汚染、農薬汚染、新コロナウィルス汚染など。健康に悪い要因はいくらでもあります。新コロナウィルス感染者の分布は全米に渡っています。かなり前から拡散しているとしか思えない。

※ 西田大作@tanabematauemon氏の2020/3/17のツイート
返信先: @trappedsoldierさん, @kawamomotwittさん
アメリカは全人口の25%がホームレスですから
コロナ感染で崩壊するとしたら世界の何処よりもソロスら大富豪が支配しているアメリカでしょうねぇ
国民皆保険もない国ですし
https://toyokeizai.net/articles/-/336

※ mko@trappedsoldier氏の2020/3/17のツイート
石油メジャー、メガバンクは、ディリバティブ・バブルの爆発に怖れおののいています。この連中の最後の手段は戦争。警戒が必要です。米軍はイラクで5か所空爆。アベがG7にクリンチされているのも、NATOへの誘い?

mko氏のディリバティブ・バブルの爆発の恐れはその通りと思います。今回はコロナがあるのでそれで十分人々の目はごまかせますが、さらに必要とあれば戦争をすることもありますね。イランの怒りはすさまじいものがあります。

当面の世界は尋常の世界ではありません。今日は少し金を下ろしてきました。新コロナに感染しても検査してもらえなければ治療費は自己負担です。コメは定期注文済。豪州から肉が、米国から穀物が入らないことを考えて、大豆を多めに買っておかないといけないでしょうか。

オリンピックがあるかどうかなど、もう私にとってはあまり意味のない問題です。
posted by ZUKUNASHI at 21:48| Comment(0) | 生活防衛

ICARDA 国際乾燥地農業研究センター シリア

エババートレットのツイートに付されていた画像




ICARDA about us

ICARDAとウォーター・ハーベスティング

後で文章を追加します。
posted by ZUKUNASHI at 21:41| Comment(0) | 国際・政治

新コロナウィルスの危険がひたひたと

友人が体温37.2度は感染者の体温か? と聞いてきた。

37.5度と言っているが、体温の測り方は誤差が大きいから、そのくらいでも可能性はあるかもな。

現場事務所の若い人らしい。友人は要件があっても離れたところから話すんだと。

現場の所長がその若い人に毎朝体温を測って報告しろと命じたとか。

そうだよな、感染者が出れば現場事務所閉鎖ということになりかねないし、濃厚接触者で検査受けたりするのも厄介だものな。

友人も体温を測らせられているらしい。

体温計はどうしている。現場に備え付けのものを使う? それはかえって危ないかも。

私に測定してみろと強く勧めてくれたが、家に体温計あっただろうか。

まあ、平熱を測っておくのも悪くはないと思い、探して測る。

34.1度、低い。もう一度、34.8度。

37.5度あったら、机に向かっていられないと思う。それで3日も様子見?
海外渡航歴はないし、VIPとは程遠いから検査してくれそうもないな。

※ 鈴木 聖司 Seiji Samuel Suzuki黒いハート| QSun@Seiji_Oldman氏の2020/3/17のツイート
今日行った病院は、「なんでうちに来る!」って院長が怒り出し福岡中央保健所と電話で激しいバトル。結局僕は何も診察受けてないのに860円とられて追い出される始末。中央保健所に再度連絡すると自分で病院を見つけてもらうしかないの一点張り。でも市内の病院から受診拒否。これが現実なんです!

先月パスしてしまった開業医、今月はどうしようか。血圧上がっていないし、薬も少しあるし、またパスかな。

次行ったら、あなたのカルテ捨ててしまいましたよ。よそに行ってください、なんて言われるかも。
posted by ZUKUNASHI at 20:05| Comment(0) | Covid19

An emergency response from the US Federal Reserve failed to calm investors

RT2020/3/17
Fed brought out the big guns to save market but it wasn’t enough, ex-insider tells Boom Bust
An emergency response from the US Federal Reserve failed to calm investors amid the coronavirus panic and led to another market bloodbath. However, it didn’t have any other options, a former Fed insider believes.

“If the Fed had been silent then we might have even seen more disruption,” Danielle DiMartino Booth said in an interview with RT’s Boom Bust. “Sadly, they’ve backed themselves into a corner and they had to deploy all of the weapons that they had, all at once, and that still wasn’t quite enough.”

The analyst noted that the average American will hardly feel any impact of the rate reduction and fresh quantitative easing, as those tools were not designed to help those people who are about to be displaced or lose much of their income.

An emergency response from the US Federal Reserve failed to calm investors amid the coronavirus panic and led to another market bloodbath. However, it didn’t have any other options, a former Fed insider believes.

“If the Fed had been silent then we might have even seen more disruption,” Danielle DiMartino Booth said in an interview with RT’s Boom Bust. “Sadly, they’ve backed themselves into a corner and they had to deploy all of the weapons that they had, all at once, and that still wasn’t quite enough.”

The analyst noted that the average American will hardly feel any impact of the rate reduction and fresh quantitative easing, as those tools were not designed to help those people who are about to be displaced or lose much of their income.


Airlines, hospitality, entertainment: How many businesses will DIE in the hardest-hit industries during the Covid-19 crisis?
The Covid-19 pandemic is hammering businesses all over the world. The crisis looks set to continue indefinitely as people are told to practice ‘social distancing’ and ‘self-isolation’ − but which industries will be hardest hit?
Flying solo? Airlines call for bailout

The airline industry was probably the first major casualty of the sudden move to shut the world down over the spread of Covid-19. What began as a few scattered calls to limit flights from hotspots like Italy and China quickly morphed into worldwide travel bans and restrictions.

UK aviation could be "wiped out" by the pandemic, the British Airline Pilots’ Association (BALPA) said last week, calling on the government to act immediately to save it. Airlines are bending under the pressure of a massive drop off in summer holiday bookings, as they operate almost-empty flights and thousands of employees are forced to take unpaid leave.

UK airlines on Sunday called for a £7.5 billion bailout, while US airlines demanded a $50 billion cash injection a week after the Trump administration imposed restrictions on all travel from Europe to the US in a bit to curb the virus’ spread. This week, Scandinavian airline SAS temporarily halted most of its traffic and temporarily laid off about 10,000 employees − 90% of its total staff.

It’s not just the airlines that have been hit by the spate of travel restrictions, though: cruise companies are also feeling the pain. As ships are stranded at sea and turned away as countries shutter their ports, the $45 billion US cruise industry is also on a collision course with disaster.

Viral panic in the hospitality industry

Restaurants and pubs are also in a state of alarm over government guidelines advising citizens to stay away from crowded spaces as the coronavirus spreads rapidly across continents. Countries like Italy, France and Spain are on total lockdown, with only vital services remaining open. In Ireland, pubs closed across the country one day before St. Patrick’s Day − usually one of their busiest weeks of the year.

In the UK, business groups have warned of “hundreds of thousands of job losses” in an industry which employs over 3.2 million people in pubs and restaurants, and another 2.8 million across supply chains − and which adds more than £120 billion to the British economy annually. There could also be “thousands” of permanent closures if PM Boris Johnson’s government does not step in to provide robust support. Carluccio's chief executive said on Monday that the chain is mere "days away from large-scale closures” − a situation that will be faced by many others, too.

In a stark warning on Tuesday, UKHospitality Chief Executive Kate Nicholls said that unless the government provides immediate support, the industry will “cease to exist in any recognisable capacity.”

Across the pond in the US, the hotel industry has been “devastated” and “could take years to recover,” Cairns New York reported. Hotelier Andre Balazs told the outlet he is counting on the crisis taking up to two years before room rates and occupancy levels return to normal. Some estimates suggest hotel occupancy in New York could drop to an unprecedented 20 percent.

Meanwhile, thousands of restaurants across the US could “go broke forever” as the Covid-19 crisis deepens throughout the country, ‘Top Chef’ judge Hugh Acheson warned in a tweet. To weather the storm, some are ramping up their delivery services. On Monday, Uber Eats said it would waive delivery fees for orders from struggling independent restaurants, while European food delivery companies like Deliveroo, Glovo and JustEat introduced 'contactless' delivery options to encourage ordering.
The show can’t go on: Theatres & cinemas shutter

With ‘social distancing’ guidelines now in place across most of the world, naturally any industry that involves large groups of people congregating together is going to take a hit.

As cinemas close temporarily across the globe, production companies have been pushing back release dates for expected box office hits like ‘A Quiet Place 2’ and the latest James Bond movie ‘No Time to Die’. Some estimates suggest the global movie business could see $5 billion in losses over the virus panic. Concerts around the world have also been cancelled and rescheduled.

NBC Universal suspended production or sped up season finale schedules for 35 of its shows, while CBS employed a similar strategy, the Hollywood Reporter said. Streaming services Netflix and Apple also suspended filming on their own projects.

In the UK, 250 theatres have shuttered their doors temporarily as Covid-19 takes its toll on an industry which employs 290,000 people. The Society of London Theatres and Royal Opera House both asked theatregoers to donate the price of their unused tickets to theatres to support the industry if they could.
posted by ZUKUNASHI at 11:23| Comment(0) | 国際・政治

Covid-19 vaccine: Difficult, uncertain and far-off, microbiologist says

Covid-19 vaccine: Difficult, uncertain and far-off, microbiologist says
A US company which worked on the development of a MERS virus vaccine has begun a clinical trial to test a Covid-19 vaccine − but similarities between the two don’t mean the process will be easy, a microbiologist told RT.

The potential new coronavirus vaccine is being developed by Moderna Inc., which is building on previous work on MERS (Middle East respiratory syndrome) − a disease which originated in Saudi Arabia in 2012 and was also dubbed the ‘camel flu’ due to the fact that it is believed to have been spread to humans through the animal.

The first tests conducted by Moderna are focused on assessing side-effects and whether the new vaccine is safe for humans, not whether it is effective against Covid-19, Sergey Netesov, who heads the microbiology and virology laboratory at Novosibirsk State University, told RT.

Indeed, the Associated Press reported Monday that there is “no chance” that the healthy trial participants could get infected by the shots because at this point they do not contain the virus itself.

“Such tests are usually carried out on several dozen volunteers, who are usually young and very healthy people. If it is proven that the vaccine is safe and stimulates the production of effective immune response in the organism to the virus, the company will be cleared for the next phase of the tests,” Netesov told RT.

The issue is, while coronaviruses causing infections like MERS and Covid-19 are “not that different” and have a genome which is “similar” in structure (about 50 percent homology) − it does not necessarily mean “that a vaccine initially developed against MERS would be effective against COVID-19, but the vaccine design is similar,” Netesov said.

However, Moderna’s previous work on MERS, and the general knowledge it acquired in those studies, means it could indeed develop another coronavirus vaccine faster than other companies might, he said.

Netesov, who was involved with testing vaccines for Hepatitis A in the 1990s, noted that one of the most important issues is to ensure that the vaccine has no long-term delayed adverse effects. This is why vaccines are the type of medicines with the longest trial periods, he explained.

This means it could take a year to 18 months to validate any new coronavirus vaccine − but the world can’t afford to wait that long to take action against the rapidly spreading virus. So far, there are only two nations which have beaten back the epidemic: China and South Korea.

“They had different approaches. China did it through almost total quarantine in a number of provinces. Korea instead organized the most wide-scale health checks, including voluntary paid testing for coronavirus genome presence” Netesov said, adding that it is Seoul’s approach that the US seems to want to follow.

“Since the disease can be transmitted when no symptoms are visible, every person must have an opportunity to check their health to be sure they are not infected,” he said.

posted by ZUKUNASHI at 00:03| Comment(0) | Covid19