Discover and read the best of Twitter Threads about #EmergingMarkets

Most recents (24)

For a virus that presents "few to no symptoms" for the majority, "U.S. Orders Up to 600 Million Doses of #Pfizer, BioNTech Covid #Vaccine" (Bloomberg).

bloomberg.com/news/articles/…

So let's take a look at Pfizer.
"Pfizer is a publicly-traded global pharma corp.headquartered in NYC. Its revenues reached $52.5 billion in 2017. #Pfizer makes Advil, Xanax, #DepoProvera, Neosporin, #Lyrica & Dimetapp. Pfizer manufacturers more than 350 different pharmaceuticals & operates in 180 countries.
Pfizer's Lyrica, the new vallium, linked to depression, anxiety & suicide, now top pain medication on PBS. #Pregabalin #Addiction. Addicts of #hydromorphone (#Opioid) (Pfizer) have found a new addiction w/ #Lyrica. Capsules are opened, crushed & snorted.

thetimes.co.uk/article/drug-d…
Read 40 tweets
With #Covid19 as the ultimate catalyst, the push is on to implement the financialization of nature.

The Natural Capital Coalition is made up of approx. 300 orgs/corps while working w/ thousands. Partners include #CocaCola, #Shell, #Walmart.

Those with money will own #nature.
Those w/ $ will own #nature.

The very corporations that have brought us to the precipice of #ecological #collapse - will now be appointed as the new stewards of nature. This has been dubbed (#XR Business - Elkington/Volans) as the new biosphere economy.

#NewDealForNature
Let's take a look at how #Covid19 has been successfully leveraged (both fear & distraction) in order to aid the largest transformation of the global economic system in modern history. Assigning monetary value to nature ("natural capital") will replace #GDP.

#HiddenInPlainSight
Read 33 tweets
A THREAD on my new paper with @arebucci1 on the impact of #COVID-19-related central bank long-term asset purchases of sovereign debt (#QuantitativeEasing) on government bond yields in both Developed and #EmergingMarkets (1/n) papers.ssrn.com/sol3/papers.cf…
We analyze 20 #COVID-19 QE announcements made by 17 central banks (9 DM central banks, 11 EM central banks) using the classic event study framework of FFJR(1969), extending work of Vissing-Jorgensen and Krishnamurthy (2011) and Swanson (2011) who analyze Great Recession QE (2/n)
Starting with the Fed which led the pack with new QE: the 1-day impact of the Fed's $700 bn MBS+Treasury #QE 3/16 announcement on the US 10-year yield was -0.21% and "unlimited" QE announcement on 3/23 was -0.16%, only slightly smaller than past #GreatRecession era QE (3/n)
Read 9 tweets
The #COVID19 is the the global transformational reset button for the fourth industrial revolution sought by those World Economic Forum et al. We witness a global consolidation of power, inclusive of UN & WHO as the 4IR rolls out. Data & nature: the post2020 coveted class assets.
#WEF: "We partner w/ governments, leading companies, civil society, & experts from around the world to co-design & pilot innovative new approaches to policy & governance in the Fourth Industrial Revolution."

#2020Reset #IoT #5G #Blockchain #AI

#WEF Centre for the Fourth Industrial Revolution Founding Partners:

MESS Turkey
Motsepe Foundation
Reliance Industries
#Salesforce
Accenture
AIFC
Bracell
Deloitte
Electrobas
#Facebook
Hitachi
#Huawe
Kaiser Permanente
Koç Holding
Latham & Watkins
#McKinsey
#Microsoft
Read 18 tweets
1/ The “Fortress Russia” strategy has reduced macroeconomic vulnerabilities. Investors are referring to it as “safe heaven” among #EmergingMarkets What can go wrong? #sanctions and lowest popularity since 2013. Economy reopening as infection spreads and stimulus is modest.
2/ Russian assets are performing strongly compared to peers. Inflows into local markets have returned. Foreign ownership of OFZ has stabilized at near 30% with recent auctions more than 40% bought by foreigners. External debt is scarce.
3/ The Bank of Russia is not keen on QE. It will provide long term repos (1m & 1y) floating rate at 7d repo (policy rate) auctions coming end-May and early June. Why Russia is so conservative on QE? Because banks still have liquidity and hold 4% of their assets in OFZ.
Read 6 tweets
These are the "events" we experience during Kondratiev's Winter. We have seen some of these but they will play out a range of times. First in 2000-03, then worse during 2007-09 and now the big one 2020-23(?). Some major dominoes are about to fall - before we reach end of Winter
Major events still to be seen (apart from rest which will be repeated and become much worse than before!): 1) Pension fund crisis 2) Run from paper money 3) War (hope not!) 4) Debt resolution (Monetary Reset?). We are NO where near end of this major crisis, which ends K's Winter
My LT #Copper chart tells me, that we may very well see the crisis (with various phases) continue until end-21 or beginning of '22. That is for the bottom in the economic activity which means, that repercussions may be felt way into 2023-25. No where near the end of this crisis!
Read 19 tweets
On March 26 2020 the Club of Rome published an open letter: Call to Action from the Planetary Emergency Partnership*: Emerging from the Planetary Emergency and partnering between People and Nature"

clubofrome.org/impact-hubs/cl…
"#Covid19 has shown us that overnight transformational change is possible. A different world, a different economy is suddenly dawning."

The transformational change consists of a multi-pronged global transformation. The finalization of nature (#NewDealForNature) & reboot to #4IR.
First signatories to the open letter include Christiana Figueres, Sandrine Dixson (Co-President of The Club of Rome) Kate Raworth, Johan Rockström (#CI), & Hunter Lovins.

#NewDealForNature
#VoiceForThePlanet
#4IR #SmartCities
#TheyMeanBusiness
Read 27 tweets
#5G from space: The role of satellites in 5G

"5G has arrived, and new equipment is currently being installed in densely populated cities across the globe."

#COVID19 #MagicTricks

futurithmic.com/2020/03/10/5g-…
"In many cases, the demand for 5G capacity is exceeding #infrastructure improvements, especially in sparsely populated areas that are difficult to access."
"With the next generation of satellites – built from #5G architecture – they will integrate with networks to manage connectivity to cars, vessels, airplanes and other #IoT devices in remote and rural areas."
Read 13 tweets
1/ IMF as lender of last resort @KGeorgieva commented today that "we are discussing a new short-term liquidity line for countries with strong policies." Some of emerging economies already have access to Fed's swap lines including Brazil and Mexico. Most others don't
2/ This leaves room for the IMF to act as a lender of last resort in FX as the Fed might not want to take on more credit risk via swaps ($ for local currency) and for repos need to have USTs (reserves), possibly issue with pricing
3/ What does the @IMFNews have already?

a. Flexible Credit Line, unlimited, but countries need to pre-qualify. So far Mexico, Poland, Colombia (just applied again to re-open) have used it.
Read 10 tweets
#COVID19.

Important thread.

Q: What does #Imperial College, the World Economic Forum (#WEF), #Salesforce, #Sinovation Ventures (Chinese technology venture capital), #ABB (#automation technology), global artificial intelligence (#AI), all have in common?
A: #Vaccines, #EmergingMarkets, #gene editing - via the Fourth Industrial Revolution

[It is important to Important to note that on June 13, 2019 WEF officially partnered with the UN. On March 11 2020 it announced partnership w/ WHO to form "COVID Action Platform for business."
Jan 24 2019: "Imperial scientists present #vaccine revolution to world leaders at WEF in Davos"

Academics from Imperial's Network for Vaccine Research, joined heads of G20 & other states, #CEOs of #multinationals, members of int. orgs & other scientists at the #WEF meeting.
Read 30 tweets
Coming up: The #NewDealForNature

The financialization of nature, global in scale.

#COVID19 is the omni-solution for the implementation of all ruling class "solutions" & desires. The further consolidation of power. The theft of nature.

#GND #GGND #ecofascism #biofascism
"The #COVID19 crisis shows us that it is possible to make transformational changes overnight... a different world with a different economy... But there is also a strong business case for using this crisis to usher in #global systemic change."

project-syndicate.org/commentary/cov…
The financialization of #nature has been in the works for well over the last decade. This is a complete transformation of the global economic system. Some key players for now ramping up it's implementation are identified in the accounts tagged by the Natural Capital Coalition.
Read 22 tweets
Dear all. #Deflation is here as forecasted. #Oil and #Commodities etc. are declining rapidly towards targets I have put up here in #HZupdates. We are still to see the major fall-outs. The situation is dire! CBs are fully committed to sacrifice the currencies to save the economy!
#Oil has reach the target of ~20 USD. But - I don't think we have seen the bottom yet! Why? Technical. I think we will see a triangle forming as wave iv - before Oil plunges towards its final target ~10 USD. Deflation not done despite massive CB and fiscal intervention! Image
#CRB has also reached the target area. Still, I expect further lows - following some sideways consolidation. Throw-over is to be expected for a Ending Diagonal. The significance of the bottom cannot be over-emphasized. This is a SECULAR BOTTOM - and the final low for inflation! Image
Read 20 tweets
Some #EmergingMarkets thoughts. The shock is unprecedented. Q1 GDP likely contracted -15% (annualized). If #China indeed recovers, Q2 headline number may look better. But, X-China, the pain has only just started. 1/6
The nature of the shock is complicated. Domestic factors (lower consumption and investment) is combining with external shocks (collapsing exports; imploding commodity prices; lower remittances; & disappearing tourists). 2/6
To that, add the tightening of financial conditions including, most insidiously, the severe #USD liquidity shortage (exacerbated by portfolio outflows). Among others, the crunch will hurt a highly indebted corporate sector. 3/6
Read 6 tweets
"Something is Breaking!" and we are going to see decades worth of developments in the span of few weeks or months. #Coronavirus has been the trigger of the #Deflation, I have been expecting for so long. It is now here! Stay tuned for #HZupdates to get my view on markets
"Something is Breaking" has been taken from zerohedge.com/markets/someth…. We are observing an extreme USD Shortage developing fast and it is going to cause a wild #DXY rally the coming weeks & months. Chart of FRA/OIS provides overview of the severity of the developing USD shortage
My #DXY model supports this macro outlook exactly. Correction from late 2019 has concluded and DXY will now explode higher in 5 impulsive waves higher to target ~111. I expect this move to reach target ~Mid-2020. The consequences of a strong DXY will be wide-spread. #Deflation
Read 15 tweets
On June 13, 2019 The World Economic Forum entered into partnership w/ the United Nations (essentially taking it over in an official capacity). The WEF is now at the helm of the so-called "sustainable" development goals - via the implementing of said "solutions" (markets, etc).
On May 11, 2020, the World Economic Forum, "acting as partner to the World Health Organization", launched an emergency task force to respond to the novel coronavirus outbreak. #Covid_19 #COVID19 #WHO #WEF

The task force is called the "COVID Action Platform" for business & has more than 200 corporate members, including Alphabet (#Google), Nasdaq Inc, KPMG, & HP. It appears that access to the #WEF-#WHO online "COVID Action Platform" is limited to WEF members/partners.

#COVID19
Read 17 tweets
Good morning! Let's have an update on markets as it has now become very clear, that we are to see the #Deflation unfolding, which I have mentioned here for a long time. Why hasn't it really hurt yet - and what to expect? Stay tuned for some #HZupdates
I have shown my #Oil chart for a long time with Ending Diagonal. Since talks of oil >100USD - and during spikes in oil due to attacks in ME. All noise!! Structures drive price - and we are en route towards <20USD - perhaps as low as ~10USD for Oil. #Deflation unfolding!
I have shown #Deflation in #CRB chart. Broken lower trendline and now heading towards much lower levels to be reached this year! It will be a SECULAR BOTTOM - hence this is from where #STAGLFLATION will develop, as economy continues to plummet and prices begin to rise #HZupdates
Read 23 tweets
Dollar vs EM currencies is as important if not more for EM policy space as Fed rates.

Great presentation by @HyunSongShin

ecb.europa.eu/pub/conference…
Capital flow intemediation has from banks to bond markets mostly held by institutional asset managers.
Local market development in #EmergingMarkets should have helped them to move away from the “original sin” @upanizza of borrowing in foreign currency. But holdings of local markets are significantly dominated by global asset managers.
Read 9 tweets
#Deflation phase has started. Stocks will plummet in 5 waves down to ~1800 in #SP500. Wave 2 and 4 will be corrections. We have break of 200SMA and trendline from early 2019. I think we see a backtest of these (yellow area?). But - in general trend is down - and fast!
#USD #DXY is about to set off on a major move higher. The current correction is a wave 2 (blue) and hence next wave will take us to min. 103 - but more likely 106-107 in an impulsive move. Do not stand in front of the USD train coming months!
#EURUSD kissing 50SMA and pot. also 200SMA "Goodbye" - before turning down hard. Next wave will take down to - and likely below bottom from early 2017 - only for a short consolidation before EUR crash continues. LT-target remains ~0.85
Read 14 tweets
I finally got around to watching the Apocalypse Cow documentary (Channel 4, George Monbiot) the other night. Like Monbiot, I do not eat meat/fish or drink milk. I'm still gathering my thoughts on the doc,. however, here are my thoughts thus far.
All nature is now being recognized as an object to be bought/sold, traded on wall street. And this is what perhaps bother me most about the doc. As I can see the intent / purpose behind it. It's not as though Monbiot does not know about the #NewDealForNature. He does.
Consider most, if not all of his "allies" are at the helm or support the #NewDealForNature, led by WEF, WWF, UN, Natural Capital Coalition, Conservation Int., etc. And of course, both Monbiot & Thunberg did the promotional video for CI. #Celebrity is utilized to serve capital.
Read 34 tweets
Greta™

In reality, the trademark should be property of those that created the brand. Namely, We Mean Business in partnership with the #UN & partner, World Economic Forum.

Callum Grieve: We Mean Business architect. Thunberg handler. #Branding expert.

theartofannihilation.com/a-100-trillion…
We Mean Business: 1,176 corporations rep. 24.8 trillion market cap.

Aside from how ridiculous it is to feign disapproval that a #brand created by/serving the most powerful institutions/ corporations on the planet is being misused, I want to touch upon a couple of things.
Jan 29 2020, GT: "I apologize to anyone who has been contacted - and even misled - by this kind of behavior."

Sep 25 2019, GT: "...my clothes, my behaviour and my differences. They come up with every thinkable lie and conspiracy theory."

1) behavior
2) behaviour

#storytelling
Read 13 tweets
Created Nov 2017:

#2020SuperYear: "We're working to secure an ambitious #NewDealForNature and People in the year 2020."

2017: 1 #WWF retweet on Dec 18

Created/managed by Bernadette Fischler Hooper - works at WWF-UK as Head of Advocacy – Our Planet / 2020 Project.
April 2019, Friends of the Earth:

"Happy 2020. It's going to be a big year"

"Will our government and business leaders act on the triple emergency of climate, nature and poverty, or will business as usual win?...
"What would life be like in 2030 if restoring nature, stabilising our climate & making strides in human development & poverty reduction were daily priorities for all gov'ts & every business for the decade starting in 2020?"
Read 27 tweets
Who runs Extinction Rebellion. Heiko reveals all, Financialisation of Nature, Climate Change, 4th Industrial Revolution, Change the Mind of the Population around an
Issue ...
#TheLeft "use other people money to pay for what they want, by creating a state of mind that their is a desperate & urgent crisis, immediate action, worldwide WW2 mobilisation or new deal thru orchestrated series of events like a media campaign atlanticcouncil.org/blogs/energyso…
A detailed analysis by the #World #Bank found that while $100 trillion is held by #PensionFunds & other #institutional #investors, same investors allocated less than $2 trillion over a 25yr period into #infrastructure #investment in #EmergingMarkets

/3 #WhatDrivesClimateAgenda
Read 7 tweets
New Deal For Nature picks up speed. Here we have Global Deal for Nature. All language/marketing leads to Global Deal For Billionaires.

"© Copyright Global Deal for Nature, a project of Sustainable Markets Foundation"

globaldealfornature.org
All aboard the Global New Deals for Nature train. #NewDealForNature, Voice for the Planet, Global Deal For Nature. Here we have science is being used as a tool and even a weapon to privatize the commons under the guise of protecting nature, climate & biodiversity.
We are subjected to the branding "United Behind the Science" with a heavy emphasis from the face of the campaign (exploited Thunberg) to "listen to the science". Unite Behind the Science is not meant to protect Earth. It is meant to unleash a new era of privatization & plunder.
Read 37 tweets
#CBOE #VIX #volatility index, also known as #WallStreet's "fear gauge" records biggest one-day spike in 10 months
MSCI’s All-Country World Index, which tracks #shares across 47 countries, fell for a six straight day on Monday - marking its longest losing streak this year.
Read 10 tweets

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