Discover and read the best of Twitter Threads about #emergingmarkets

Most recents (24)

#Gates on climate change: "the only way to avoid the worst possible #climate outcomes is to accelerate our efforts now..."

Estate 1: 154 million 66,000 sq. ft waterfront compound in Medina, Wash. w/ 24 bathrooms, 6 kitchens, 6 fireplaces & 23 car garage.

weforum.org/agenda/2020/08…
Estate 2: March 2020: Gates Pick Up Del Mar Oceanfront Mansion for 43 million

Estate 3: equestrian estate in Rancho Santa Fe, Calif., purchased for 18 million

Estate - 4: Hobe Sound, Fla. purchased for 5 million

#ClimateLeaders
Add: 16 million Westchester horse farm for his daughter upon grad in 2018, followed by a NY city condo for 5 million.

Gates cont'd: "the only way to avoid the worst possible #climate outcomes is to accelerate our efforts now."

#SDGs #EmergingMarkets

gatesfoundation.org/goalkeepers/
Read 3 tweets
#GlobalDealForNature, #NatureNeedsHalf, #VoiceForThePlanet, #30x30, #CampaignForNature (#Wyss, National Geographic),

- all marketing serves elite sought financialization of nature; the corporate capture of the commons.

#WEF #WWF #GDP #NaturalCapital #PES #Privatization
#VoiceForThePlanet is the sister marketing campaign of the #NewDealForNature. At helm of both campaigns are #WWF (atrocities against #Indigenous) working in #lockstep w/ World Economic Forum founded/headed by Klaus Schwab. Founding partners include UN - partnered w/ WEF in 2019.
The National Geographic Society markets the Global Deal for Nature, New Deal For Nature, & the Campaign for Nature w/ the #Wyss Foundation (billionaire Hansjörg Wyss). The Society operates via National Geographic Partners - a joint venture w/ #Disney.

#EmergingMarkets
Read 23 tweets
WEF's Klaus Schwab: "In all likelihood, unless the #pandemic evolves in an unforeseen way, the consequences of COVID-19 in terms of health & mortality will be mild..."

New week-end thread w/ @spencerlatu

#Covid19 as catalyst for #WEF #greatreset
#NewNormalFeudalism
Written by Klaus Schwab & Thierry Malleret, Geneva, July 2020.

"Until 2011, Mr. Malleret was a senior partner at the Geneva-based IJ (Informed Judgment) Partners, an investment boutique for ultra-high-net-worth individuals."

#WEF #GlobalRiskNetwork

theglobalist.com/contributors/t…
"Malleret is the co-founder & principal author of the Monthly Barometer, an analytical and predictive newsletter on macro issues for high-level decisionmakers." - "Relevant to all; read by the influential"

monthlybarometer.com
Read 29 tweets
"We're failing the world's #oceans. Businesses can help save them"

#WWF & Marc Benioff (Salesforce founder/CEO, #WEF trustee, Chair of WEF's Forum Center for the Fourth Industrial Revolution, owner of TIME) - team up to "save" oceans w/ a #4IR tech & #NewDealForNature.
"The Friends of #Ocean Action is convened by the World Economic Forum & the World Resources Institute."

World Resources Institute is a founding partner of #VoiceForThePlanet, sister campaign of #NewDealForNature

#FinancializationofNature #WEF #GreatReset
"Some economists say the ocean economy is set to double in value by 2030."

#Nature4Sale #Privatization #NewDealForNature

#Nature / #biodiversity will be bought, sold & traded on Wall Street.

#EmergingMarkets
Read 10 tweets
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
politicalimmorality.wixsite.com/website/post/s…

How governments and conglomerates coerce populations by creating a crisis and perpetuating it
You may like to read politicalimmorality.wixsite.com/website/post/s… I have also pinned the post @JillGore8 @inmydumpster @MariusMihu32 @xpressanny @Intuitive1966 feel free to share and use any of the links etc.
Read 186 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
One perspective on what's good and bad about the extensive monetary easing by CF40 Senior Fellow Zhang Bin, and CF40 research fellows Zhang Jiajia and Zhong Yi: mp.weixin.qq.com/s/DfLFMg2Wxan4…

Monetary easing has stabilized the global financial market and bolstered up economic recovery.
Timely and targeted easing measures have added to liquidities in the market, sustained businesses and employment by channeling loans to enterprises and households, mitigated impacts of world economic downturn and sluggish demands for global trade, and spurred economic recovery.
However, the extensive easing has had negative impacts on the capital flows and exports of emerging markets. It has steered excessive liquidities toward emerging markets, placing on them much pressure of currency appreciation, capital price hike and leveraging up.
Read 5 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? Image
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." ImageImageImageImage
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. ImageImageImageImage
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

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!