Der USA Bären-Thread
willkommen im club.
"Doctors working on the front lines of the novel coronavirus (COVID-19) outbreak have told the Taiwan Times that it's possible to become reinfected by the virus, leading to death from sudden heart failure in some cases.....the meds they use are damaging their heart tissue, and when they get it the second time, the antibody doesn’t help but makes it worse, and they die a sudden death from heart failure," reads a message forwarded to Taiwan News from a relative of one of the doctors living in the United Kingdom."
ausserdem seien die Tests nicht zuverlässig, man müsse manchmal mehrmals testen, um ein richtiges Ergebnis zu erhalten...
das klingt in der Tat nicht gut
wenn man liest, dass die Türkei nach wie vor massenhaft Waffen nach Libyen liefert und verstärkt im Norden Syriens einmarschiert ,würde ich auch auf den Verfall der Lira wetten
https://www.zerohedge.com/geopolitical/...il-blockade-reaches-1-month
eine schöne Zusammenfassung hier :
https://www.tichyseinblick.de/kolumnen/...deutschland-wird-es-einsam/
Auf dem Kreuzfahrtschiff Diamond Princess in Tokio ist die Zahl der Infizierten um 99 auf 454 gestiegen - bei 3700 Personen an Bord. Das ist eine Quote von über 12 %.
Gestern abend sind rund 340 (der ursprünglich 428) Ami-Passagiere der Diamond Princess nach USA ausgeflogen worden. 14 der Ausgeflogenen hatten das Virus (gemäß Test), durften aber trotzdem in einem separaten Flugzeugabschnitt mitfliegen. Alle kommen in USA erneut in 14-tägige Quarantäne. Die übrigen infizierten Amis werden in Krankenhäusern in Tokio behandelt. In Tokio sind zwei Japaner erkrankt, die zuvor auf Hawaii waren und dort bereits leichte Symptome gezeigt hatten. Japan hat jetzt 518 bestätigte Fälle, davon 454 auf dem Schiff.
In China gibt es 2053 neue Infektionen (Gesamtzahl: 71442) und 106 neue Tote (Gesamtzahl: 1776).
https://www.marketwatch.com/story/...ress-because-of-virus-2020-02-17
China said Monday it may postpone its annual congress in March, its biggest political meeting of the year, as the military dispatched hundreds more medical workers and extra supplies to the city hit hardest by a 2-month-old virus outbreak.
Japanese officials, meanwhile, confirmed 99 more people were infected by the new virus aboard the quarantined cruise ship Diamond Princess, bringing the total to 454.
The next couple of weeks will determine if the virus is contained. Many fund managers expect a sharp rebound in markets once the outbreak appears to be contained and factories restart, with Deutsche Bank estimating a 0.2% hit to full-year global economic growth — some of which will be recovered in 2021.
A.L.: Erinnert mich an Bernankes saudumme Analyse: "Subprime-Krise bleibt auf Subprime beschränkt."
https://www.zerohedge.com/economics/...ng-after-finmin-says-proactive
...(there) is the investing public's absolute certainty that China will unleash an unprecedented fiscal stimulus to offset the collapse in economic output...
...[U]ntil today there was little reason to believe otherwise. After all, with China's economy disintegrating [...there has been zero economic uptick since the lunar new year as the economy remains paralyzed] it would appear Beijing has little choice but to unleash the proverbial stimulus flood...
There is just one problem: none of it is true based on what China's finance minister Liu Kin actually wrote today in Qiushi, the Communist Party of China’s flagship magazine.
[In a] Bloomberg article ... which cited Liu... we read that "the nation will further perfect and implement measures this year to reduce corporate taxes and cut unnecessary government expenses."
For those confused, "cutting unnecessary government spending" is the opposite of the unlimited stimulus most investors hope for; in fact one can almost interpret it as a form austerity with Chinese characteristics.
...China's Global Times propaganda outlet wrote on Sunday that "with the Chinese economy taking a major hit from the outbreak of the novel coronavirus pneumonia (COVID-19), the central government appears to pursue fiscal austerity as part of the efforts to pull through the difficult times."
... Global Times warns that while it is generally expected that fiscal stimulus and monetary easing will undoubtedly be the two main tools of central authorities for alleviating downward pressure on the economy and for maintaining macroeconomic stability, "given the past experience and the financial risks currently facing China, a flood of spending programs seems no longer on the financial regulators' list of choices for stimulating the economy."
---------------
Goldman erwartet schrumpfendes BIP in China:
Würde China nämlich massiven Stimulus veranstalten, könnten die Amis auf die unangenehme Idee kommen, China zu fragen: Wenn ihr "so viel Geld habt", wieso wollt ihr dann den Phase 1 Deal nicht erfüllen?
Chinas neue Sparpolitik [# 513 Mitte] angesichts der Viren-Krise könnte mithin dazu dienen, den Phase 1 Deal insgeheim zu "sabotieren".
Die Weltwirtschaft - und vor allem der deutsche Export nach China - dürfte unter Chinas neuer Sparpolitik leiden. Denn Sparen verschlimmert die eh schon gravierenden Auswirkungen der Viren-Krise.
Ungeachtet dessen haben die Auto- und Autozulieferer-Aktien im DAX in den letzten Tage eine enorme Rally hingelegt (z. B. Continental mit fast 13 % Plus ab Tief). Das wirkt angesicht der wegbröckelnden Absatzmöglichkeiten in China auf mich ziemlich hedonistisch. Wie auch sonst die Börse im Allgemeinen.
Der "Phase 1 Deal" (Erster Teil des Handelsabkommens USA-China) enthält eine Ausschlussklausel für den Fall von Naturkatastrophen, auf die sich China anlässlich der Viren-Epidemie nun berufen will.
https://www.zerohedge.com/markets/...ust-delay-trade-deal-commitments
...Odds are, China will need to delay its commitment to purchase an additional $200 billion in American goods and services, even as Beijing ends restrictions on importing American agricultural products like poultry and soybeans. Two weeks ago, rumors that China would seek "flexibility" were the earliest indication that the regime was already weighing what to do.
Now, in an obvious trial balloon, a state-backed economist is urging Beijing to invoke 'force majeur'.
Fortunately for Beijing, the two sides included a 'force majeur' clause in the deal that read: "In the event that a natural disaster or other unforeseeable event outside the control of the parties delays a party from timely complying with its obligations under this agreement, the parties shall consult with each other."...
"If ocean shipping is the "canary in the coal mine" for how the coronavirus will affect the global economy, then ocean shipping's canary is the health of its crew.
If seafarers aboard commercial oceangoing cargo ships start to become infected, there's major trouble ahead for the global transport network.
An outbreak among crew would cause vessels to be quarantined upon arrival or denied entry into scheduled unloading ports and would compel vessel operators to refuse to enter ports to load cargo if the risk is perceived to be too great. ....
https://www.benzinga.com/news/20/02/15344980/...cting-cargo-ship-crew
Baltic Dry Index (Sub) fällt von 5.000 auf -21! Coronavirus stoppt den Welthandel!
https://finanzmarktwelt.de/...ronavirus-stoppt-den-welthandel-155825/
"Politiker wie Unternehmen werden in diesen Tagen nicht müde zu betonen, dass das Coronavirus keine merklichen Folgen für die Wirtschaft haben würde. Dass daran ganz erhebliche Zweifel angebracht sind, haben wir in den vergangenen Tagen schon mehrfach berichtet. Der private Konsum war bislang in China für etwa 40% des Bruttoinlandsprodukt und sogar für fast 80% des Wirtschaftswachstums verantwortlich. Doch konsumiert wird in China derzeit vor allem das unwirksame Produkt „Atemschutzmaske“. Dass die chinesische Wirtschaft in diesem Quartal noch wachsen kann, ist unwahrscheinlich. Und der wahrlich implodierte Preis für Schiffstransporte bestätigt, dass es inzwischen nicht mehr nur um die chinesische Wirtschaft geht....."
The stock plummeted on Wednesday, falling 19% to a share price of below $720 amid news that Model 3 deliveries in China—a potentially huge market for Tesla—would be delayed due to the coronavirus outbreak, which has now infected at least 24,000 people and killed nearly 500.
https://www.zerohedge.com/economics/...s-impact-hitting-supply-chains
The global supply chain Armageddon is happening. The economies of the world are more interconnected than ever. There are many 'single points of failure' in these complex and global operations, of which many of them originate in China.
A new poll via Shanghai's American Chamber of Commerce (AmCham) discovered that 50% of US firms operating in China say shutdowns of factories have impacted their global operations due to the Covid-19 outbreak, reported Reuters.
About 78% of these firms warn that their staffing is currently short at the moment, which would prevent the resumption of full production, leading to massive shortages of products in the next several months for Western markets.
Several days ago, it was reported that a Fiat Chrysler Automobiles plant in Serbia was halted because it ran out of parts sourced from China.
It was also reported that General Motors could halt some operations in the US because it soon might not be able to receive parts from China.
As we noted on Sunday night, the world is witnessing the "ugly end of globalization." Trade war and virus impacts on global supply chains have sent de-globalization into hyperdrive and could trigger the next worldwide recession. "
https://www.zerohedge.com/economics/...s-impact-hitting-supply-chains
Cotton sagte in einem TV-Interview mit Fox News, es gebe neue Hinweise darauf, dass die Wuhaner Bio-Labors, wo Experimente mit SARS-, Ebola-Viren an Fledermäusen durchgeführt werden, die Quelle der Infektionen sei.
Forscher des South China University of Technology in der chinesischen Stadt Guangzhou kommen in einem kürzlich veröffentlichten Bericht zu dem Schluss: "the killer coronavirus probably originated from a laboratory in Wuhan.”
---------------------------
https://www.zerohedge.com/geopolitical/...evidence-about-wuhan-biolab
Senator Tom Cotton says that China is refusing to hand over evidence concerning the bio-safety level 4 research lab in Wuhan despite a new report from biological scientists at the South China University of Technology saying it may have been the source of the coronavirus outbreak.
During an appearance on Fox News, Cotton told Maria Bartiromo that new evidence confirmed the source of the virus was not the meat market in Wuhan.
A new report by scientists at the South China University of Technology in Guangzhou, China concludes that “the killer coronavirus probably originated from a laboratory in Wuhan.”
One of the laboratories named in the report which was conducting research on bat coronavirus was located just 280 meters from the site of the Wuhan meat market.
For weeks, the media has demonized anyone who suggested the lab could have been responsible for the coronavirus outbreak as a dangerous conspiracy theorist peddling fake news.
Moderation
Zeitpunkt: 18.02.20 10:59
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers
Zeitpunkt: 18.02.20 10:59
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers
Diese Proteste kommen aus allen politischen Lagern und vielleicht liegt es ja auch daran, dass man in der Vergangenheit meist über die Köpfe der Bürger hinweg meist wirtschaftsfreundlich entschieden hat zum Nachteil der Bürger vor Ort.
Man sollte diese Entwicklung als Aufforderung verstehen mehr Demokratie zu wagen!
gegen eine einspruchsberechtigung der betroffenen verbände ist hingegen nichts einzuwenden. der rechtsstaat soll das prinzip bleiben, nur die exzesse müssen abgestellt werden.
(und ps, ein grosser teil der grünen sind durchaus vernünftige menschen, pendulum. ich bin selber einer. zwar nicht links, aber grün. schon immer gewesen.)