問題の根は深い 予想外のことが起きる ロシアが穀物輸出を一時停止: ずくなしの冷や水

2020年04月27日

問題の根は深い 予想外のことが起きる ロシアが穀物輸出を一時停止

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。

世界最大の小麦輸出国であるロシアがこの先2か月間の穀物輸出を停止すると発表
RT2020/4/27
Russia suspends grain exports for 2 months to avoid domestic price spikes amid global coronavirus crisis
The world’s top wheat exporter, Russia, has halted grain shipments until July as the quota introduced by the government to secure the domestic market amid the coronavirus crisis has been reached ahead of schedule.

Moscow introduced export limits for certain grains, including wheat, rye, barley, and corn, saying that the supplies should not exceed 7 million tons. While it was earlier expected that the cap will not be reached till mid-May, on Sunday, the Ministry of Agriculture announced that the quota was “fully exhausted,” effectively cutting off further supplies.

However, the restrictions do not apply for members of the Moscow-led Eurasian Economic Union, meaning that Armenia, Belarus, Kazakhstan, and Kyrgyzstan are free to continue exports.

“After exporting all grain declared under the quota, the export of wheat, meslin, rye, barley, and corn to non-member states of the Eurasian Economic Union will be suspended until July 1, 2020,” the ministry said.

While the statement did not mention the Covid-19 outbreak, the ministry earlier said that the measure is necessary to provide the domestic food market with essential supplies. In a bid to avoid a spike in food prices, the government also introduced so-called grain interventions, which stipulate sales from a special fund.

米国で食肉処理場の操業停止が相次いでいます。米国からの食肉輸入に支障が生ずることが考えられますが、トランプが米国内の食肉供給確保で動きました。米国内での影響が深刻化、当然輸出にも及びます。
SPUTNIK2020/4/28
Trump Orders Meat Processors Not to Close in Move to Buttress US Food Supply
On Tuesday, US President Donald Trump invoked the Defense Production Act, signing a presidential order decreeing that meat packing plants must stay open to buttress the nation’s food supply amid widespread disruptions from the COVID-19 pandemic.

According to the executive order, recent closures of meat processing plants across the country have threatened "the continued functioning of the national meat and poultry supply chain, undermining critical infrastructure during the national emergency" amid the pandemic.

The US president stressed that "any unnecessary closures" of these facilities can disrupt the supply chain. As a result, Secretary of Agriculture Sunny Perdue has been granted the authority to "take all appropriate action under that section to ensure that meat and poultry processors continue operations."

Trump’s use of the Defense Production Act comes hours after he told reporters that supply chains nationwide were stuck at a “legal roadblock” that is impeding business, despite the fact that “there’s plenty of supply.”

Citing an anonymous senior White House official, the Associated Press reported that the Trump administration pushed for the executive order to prevent a potential 80% drop in meat availability for supermarkets nationwide.

Tyson Foods Chairman John Tyson also warned on Sunday that “millions of pounds of meat will disappear” from stores, and only a “limited supply” will be available due to the emergence of COVID-19 cases among the company’s workforce and subsequent facility closures, including of the Iowa-based Tyson Fresh Meats plant - the company’s largest producer of pork. Some 180 novel coronavirus cases had been linked to the facility at the time of the April 22 closure.

“Despite our continued efforts to keep our people safe while fulfilling our critical role of feeding American families, the combination of worker absenteeism, COVID-19 cases and community concerns has resulted in our decision to stop production,” Tyson said within a full-page ad published in the New York Times, the Washington Post and the Arkansas Democrat-Gazette on April 26.

Furthermore, Smithfield Foods indefinitely suspended operations at its Sioux Falls, South Dakota, facility on April 12, after it was identified as a hotspot for the novel coronavirus. As of late, more than 1,000 COVID-19 infections have been linked to the plant, and the US Centers for Disease Control and Prevention has issued an extensive list of recommendations to Smithfield Foods as it attempts to reduce possible transmission of the contagious disease.

“The virus is afflicting communities everywhere. The agriculture and food sectors have not been immune,” Smithfield Foods President and CEO Kenneth M. Sullivan said in a company release. “We have a stark choice as a nation: we are either going to produce food or not, even in the face of COVID-19.”

While Trump’s executive order calls for the federal government to issue assistance to workers in the form of additional protective gear, the Retail, Wholesale and Department Store Union claimed the administration was blinded by its focus on the economy.

“We only wish that this administration cared as much about the lives of working people as it does about meat, pork and poultry products,” Stuart Appelbaum, the labor union’s president, said, as reported by Bloomberg.

The United Food and Commercial Workers International Union (UFCW), the largest food and retail union in the nation, also issued a statement directed at the Trump administration, Congress and state governments on Tuesday, calling for “immediate action to protect the millions of workers who are keeping our communities strong throughout the crisis.”

“American lives are on the line. We cannot wait any longer. We need action now,” UFCW International President Marc Perrone said in the union release.




初出 2020-03-18 21:48:43 追記累次、4/27
posted by ZUKUNASHI at 21:59| Comment(0) | 生活防衛
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