Thursday, 9 November 2023

Santa v Recession. Can Ukraine Ever Join The EU?

 Baltic Dry Index. 1530 -29               Brent Crude  79.57

Spot Gold 1950                     US 2 Year Yield 4.93 +0.02

November 9, 1918 Kaiser Bill abdicates and flees into Holland.

In the stock casinos, hopium that a global recession won’t derail the tentative Santa Claus rally.

Hopium too that Fed Chairman Powell will turn dovish in his speech later today. Hopium that China's deflation won't spread.

Look away from that collapsing oil price now.


Asia markets inch higher; China prices shrink faster than expected

UPDATED THU, NOV 9 2023 12:40 AM EST

Most Asia-Pacific markets edged higher Thursday after indexes in the region fell for two straight days, while data from China showed consumer prices shrank faster than expected.

South Korea’s main index, the Kospi, dropped 3.24% in the last two sessions, erasing more than half of what it gained earlier in the week when the country re-imposed a ban on short selling.

Government data showed October consumer prices shrank 0.2% year-on-year in China, more than the 0.1% fall expected by economists polled by Reuters. Producer prices declined 2.6%, slightly smaller than the expected decline of 2.7%.

Hong Kong’s Hang Seng index fell 0.25% by afternoon trading. China’s CSI 300 index was flat.

The Kospi rose 0.52%, inching higher after two days of declines. The Kosdaq shed 0.95%, eyeing its third straight day of declines.

Japan’s Nikkei 225 added 1.64%, and the Topix gained 1.36%.

In Australia, the S&P/ASX 200 ended 0.28% higher at 7,014.90.

Overnight, U.S. markets closed higher as the S&P 500 rose for an eighth consecutive day on Wednesday, extending its longest win streak in two years.

The broad market index ended 0.1% higher to match an eight-day string of gains it notched in November 2021. The Nasdaq Composite inched up 0.08% at close in a ninth positive day and its longest string of gains in two years.

The Dow Jones Industrial Average shed 0.12%, and snapped its best win streak since July.

Live updates: Asia markets higher; China releases inflation data (cnbc.com)


European markets set to open lower again as negative momentum continues

UPDATED THU, NOV 9 2023 12:23 AM EST

European markets are heading for a negative open Thursday as momentum continues to decline.

Most Asia-Pacific markets edged higher overnight, with data from China showing consumer prices shrank faster than expected in October.

In the United States, S&P 500 futures slid modestly Wednesday night after a session in which the broad-market index added to its longest winning streak since November 2021. Investors will be keeping an eye out for data on U.S. jobless claims on Thursday, as well as remarks from a slate of Federal Reserve officials, including chair Jerome Powell.

European markets live updates: stocks, news, data and earnings (cnbc.com)


S&P 500 futures inch lower after index posts longest win streak in 2 years: Live updates

UPDATED THU, NOV 9 2023 12:32 AM EST

S&P 500 futures slid modestly on Thursday following a session in which the broad-market index added to its longest winning streak since November 2021.

Futures tied to the S&P 500 and Nasdaq 100 each shed about 0.1%. Futures tied to the Dow Jones Industrial Average were flat.

In after-hours trading, Disney rose 3% after reporting better-than-expected profit. On the other hand, Lyft dropped nearly 2% after bookings came in worse than anticipated and the rideshare platform said it would continue to struggle on the measure in the current quarter.

The moves follow a muted but momentous day on Wall Street. While the S&P 500 finished up just 0.1%, it marked the longest winning streak since 2021 at eight days. The tech-heavy Nasdaq Composite inched up by 0.08%, eking out a ninth winning day for its lengthiest stretch of positive sessions in two years. The Dow finished down by about 0.1%, snapping a seven-day run of gains.

But despite the S&P 500′s winning streak, the market still has narrow leadership, according to Robert Haworth, senior investment strategist at U.S. Bank Wealth Management. Technology stocks have also continued to outperform as investors assess the interest rate environment, he said.

“It’s a market that appears to be thinking that higher rates are going to be with us for longer,” Haworth said. “It’s really bifurcated.”

Investors will watch Thursday for morning data on jobless claims. Traders will also follow remarks from a slate of Federal Reserve officials — including chair Jerome Powell — expected over the course of the day.

Stock market today: Live updates (cnbc.com)

What oil is telling us about war and recession

The sharp drop in crude despite the war in Gaza is a sign the global economy is softening. But equity investors aren’t getting that message. 

Nov 8, 2023 – 5.09pm

Oil is starting to look like the dog that didn’t bark.

While the price of oil jumped about 30 per cent in the wake of Russia’s invasion of Ukraine in 2022, the price momentum has evaporated quickly.

More, subscription required.

Crude oil: What the oil price is telling us about war and recession, writes Chanticleer (afr.com)

Finally, poor Europe. President Biden blew up Germany’s business model and with it the EU too?

Poland is still fighting WW2 with Ukraine.


Ursula Von der Leyen issued stark warning over future of the Euro as German economy spirals

November 8, 2023

Ursula Von der Leyen has been issued a stark warning over the future of the Euro as the German economy continues to suffer a downturn.

The Business Europe lobby will today urge political leaders to "put competitiveness at the forefront".

This comes as the finance ministers of countries that have adopted the euro today meet to discuss the economic situation in the eurozone.

They are expected to say: "Europe's declining attractiveness for investment needs to be addressed", warning that "having a strong economy is necessary to defend our European way of life and European interests abroad."

It is expected they will demand the EU makes a change from "five years of rising state intervention in the economy which led to a marked increase in public expenditure".

The German economy shrank in the third quarter of 2023, increasing concerns that the EU's largest economy is heading for a recession.

GDP fell by 0.1 per cent from the previous three months, which is thought to be a result of a drop in household spending.

While the drop in GDP is smaller than the 0.2 per cent drop expected, it is still contributing to concern about the state of the economy.

An economist at ING, Carsten Brzeski, warned that Germany appears to be "the sick man of Europe".

He told the Telegraph: "Cyclical headwinds like the still-unfolding impact of the European Central Bank’s monetary policy tightening and high inflation – plus the stuttering Chinese economy – are being met by structural challenges like the energy transition and shifts in the global economy, alongside a lack of investment in digitalisation, infrastructure and education.

“To a large extent, Germany’s issues are homemade.

"Supply chain frictions in the wake of the pandemic, the war in Ukraine and the energy crisis have only exposed these structural weaknesses.

"These deficiencies are the flipside of fiscal austerity and wrong policy preferences over the last decade."

European Central Bank President Christine Lagarde warned that the Israel-Hamas conflict could amplify economic struggles across Europe.

More

Ursula Von der Leyen issued stark warning over future of the Euro as German economy spirals (msn.com)

Germany outlines two factors for starting Ukraine's membership talks

November 8, 2023

The decision of the European Union states on launching accession talks with Ukraine will depend on two factors. One of them relates to reforms, according to a German government spokesperson, Sky News reports.

He said the talks were dependent on Kyiv's success in bringing in reforms and meeting outstanding criteria for "ascension into the bloc."

He notes Germany will examine the EU's recommendation for Ukraine membership talks "thoroughly" before making a decision.

Today, November 8, the European Commission published a report on the progress of Ukraine and other candidate countries on their way to the European Union. It recommended EU countries to start negotiations on Ukraine's accession to the bloc.

The President of the EC, Ursula von der Leyen, noted that Ukraine has already completed 90% of the reforms expected by the European Union. A condition for starting negotiations is the implementation of unfinished reforms in the future.

The EU state leaders can make a decision on the start of negotiations with Ukraine as early as December 14 at the summit.

Germany outlines two factors for starting Ukraine's membership talks (msn.com)

Poland may block Ukraine's EU membership: This must be resolved first

November 8, 2023

Paweł Jabłoński, the Polish Deputy Foreign Minister, has highlighted a significant condition for Ukraine's European Union accession aspirations: the resolution of historical disputes concerning the exhumation of Polish nationals' remains in Ukraine.

This statement came during an interview with Radio ZET, where Jabłoński emphasized the necessity of addressing the sensitive issue of the Volyn Tragedy—a series of massacres in the 1940s where many Polish people were killed in what is now Ukrainian territory.

Jabłoński refrained from labeling the exhumation as a direct condition for Poland's support of Ukraine's EU bid but clarified that any major dispute between potential allies must be resolved for cooperation to be feasible.

This stance reflects the complex historical relationship between the two nations, which continues to influence their political and diplomatic interactions.

In a move towards reconciliation, Ukrainian President Volodymyr Zelenskyy, in 2019, pledged to lift the ban on exhumation and search operations for the Polish victims of the Volyn Tragedy, a ban that was previously implemented by his predecessors.

This was partly in response to the demolition of a monument to the Ukrainian Insurgent Army in Poland. The resumption of search operations in Lviv in November 2019 marked a step forward, albeit a contentious one, as further permits were linked to the restoration of a desecrated Ukrainian grave.

Poland may block Ukraine's EU membership: This must be resolved first (msn.com)

Global Inflation/Stagflation/Recession Watch.

Given our Magic Money Tree central banksters and our spendthrift politicians, inflation now needs an entire section of its own.

'Sick man of Europe' Germany and Eurozone neighbours being 'tipped into recession'

Monetary tightening is heightening the risk of recession across Europe, analysts warn.

12:41, Tue, Nov 7, 2023 | UPDATED: 12:41, Tue, Nov 7, 2023

The health of Germany's construction sector continued to worsen during October, according to recent research, adding fuel to the growing concerns that analysts have about the country “tipping into a recession”.

According to the latest HCOB PMI survey compiled by S&P Global, firms in the sector recorded deepening declines in both total activity and employment amid rapidly weakening demand.

The HCOB Germany Construction PMI Total Activity Index, which is a seasonally adjusted indicator monitoring overall industry activity, remained on a downward trajectory at the start of the fourth quarter.

At 38.3 in October, down from 39.3 in September, the index recorded its lowest reading for three and a half years.

The ongoing decline in total activity was primarily driven by the housing sector. German construction companies reported one of the sharpest rates of decrease in residential project work in the series' history since 1999.

Commenting on the PMI data, Dr Cyrus de la Rubia, chief economist at Hamburg Commercial Bank, said: “Things continue to go from bad to worse in Germany's construction sector. The housing sector is the epicentre of the downturn, nosediving at a breakneck speed.

“Meanwhile, civil engineering and commercial building activity are stuck in a similar rut as last month. As a result, the total industry activity index for construction has plummeted even further below 40.

“It looks like construction companies are not finding much solace in the thought that interest rates might be peaking. The Future Activity Index is sounding the alarm for a big downturn in the next year, even though it's up slightly from last month.

More

Germany 'sick man of europe' and Eurozone neighbours being 'tipped into recession' | Personal Finance | Finance | Express.co.uk

Covid-19 Corner

This section will continue until it becomes unneeded.

Today, why is the UK NHS deliberately misleading the UK public, if not actually lying to them? Approx. 13 minutes.

NHS ... information

NHS ... information - YouTube

Billions of Copies of Residual DNA in a Single Dose of COVID-19 mRNA Vaccine: Preprint

A new preprint study up for peer review finds billions of residual DNA fragments in COVID-19 mRNA vaccine vials.

By Marina Zhang  11/7/2023 Updated: 11/7/2023

A new preprint study up for peer review finds billions of residual DNA fragments in the COVID-19 mRNA vaccine vials.

The lead author of the study, molecular virologist David Speicher, who has a doctorate in virology, told The Epoch Times that their study is "the largest study" on residual DNA in COVID-19 vaccines to date.

"In our study, we measured DNA copies of spike, ori (origin of replication), and SV40 enhancer genes," he told The Epoch Times. "The loads of SV40 enhancer-promoter, ori, and virus spike in Pfizer are up to 186 billion copies per dose."

The spike he refers to is the DNA sequence of the SARS-CoV-2 spike protein, which can be transcribed to spike mRNA to be used in the COVID-19 mRNA vaccines to be translated to spike protein. The other two DNAs—SV40 enhancer genes and ori—help facilitate the replication of spike DNA.

However, the final mRNA vaccines should only include RNA and not residual DNA instructions for spike production.

The researchers sequenced the gene material in 27 mRNA vaccine vials from 12 different lots. Nineteen vials were from Moderna, and eight were from Pfizer.

"Further work is needed to investigate if anything in these vaccines is actually integrating into the human genome and what effect that may have," the lead author wrote.

Why Would There Be DNA in mRNA Vaccines?

The mRNA vaccines are made from DNA.

Initially, Pfizer reported that it would use a PCR machine to produce the DNA for the mRNA vaccines. The PCR machine would first make many copies of DNA, and then the same DNA would be sequenced into RNA.

However, because this process would not be fast enough to meet demands, Pfizer announced it would use bacteria to mass produce the spike DNA instead. The DNA produced from the bacteria would then be harvested and sequenced to RNA in a machine.

Moderna's manufacturing report submitted to the European Medicine Agency also showed that the company used plasmid DNA to produce the vaccines. A plasmid is a strand of circular DNA common to bacteria and certain parasites. Plasmids are circular, while human DNA is linear.

Using bacteria to produce genes and proteins is a standard biotechnological process employed in the production of pharmaceuticals.

To have the bacteria replicate spike protein DNA, scientists first have to introduce spike protein DNA into the bacteria. As the bacteria multiply, so do the spike protein DNA they carry.

However, the spike DNA cannot be introduced alone; other sequences—such as the ori, which signals for DNA replication; the SV40 enhancer gene, which encourages more DNA replication; and an antibiotic resistance gene, which helps scientists identify the bacteria that have taken up the gene—would all be introduced together in a circular bacterial DNA.

It should be noted that the SV40 enhancer gene is a genetic sequence from the polyomavirus simian virus 40 (SV40), a DNA virus known to cause cancer in laboratory animals. The gene is not the SV40 virus itself.

Once the mRNA and DNA are harvested from the bacteria, the DNA is then supposed to be removed.

More

Billions of Copies of Residual DNA in a Single Dose of COVID-19 mRNA Vaccine: Preprint | The Epoch Times

Technology Update.

With events happening fast in the development of solar power and graphene, among other things, I’ve added this section. Updates as they get reported.

IIT Guwahati researchers discover use of modified graphene oxide in biomedical applications

Graphene is an exceptionally strong material and possesses outstanding electrical and thermal conductivity. Its oxidised form, called Graphene Oxide (GO), offers a large surface area and low cytotoxicity, making it suitable for medical applications.

Last Updated 08 November 2023, 05:53 IST

Guwahati: Researchers at the Indian Institute of Technology (IIT) Guwahati have developed cost-effective experiments for modifying graphene oxide that can be used by other academic institutions to train personnel needed for cutting-edge projects in semiconductors, nanoelectronics, healthcare and quantum technologies.

A team led by Rajiv K Kar, assistant professor, at the Jyoti and Bhupat Mehta School of Health Sciences and Technology in IIT-Guwahati, have made these important discoveries regarding the use of modified graphene oxide for biomedical applications, a release said on Tuesday.

Graphene is an exceptionally strong material and possesses outstanding electrical and thermal conductivity. Its oxidised form, called Graphene Oxide (GO), offers a large surface area and low cytotoxicity, making it suitable for medical applications.

GO can be further engineered through defects, doping and functional modifications, which enhance its optical and electrical properties for improved biomedical sensing applications.

The IIT-Guwahati researchers are focusing on a specific functional modification of graphene involving the attachment of an amino acid, Cysteine or simple amine group, attachment over grapheme, the release said.

---- The research findings have been published in The Journal of Physical Chemistry C and Journal of Chemical Education, in a paper authored by Kar along with his research scholars, Rajan Singh, Shweta Tiwari and Jyotirekha Jena.
more

Read more at: https://www.deccanherald.com/science/iit-guwahati-researchers-discover-use-of-modified-graphene-oxide-in-biomedical-applications-2761578

November 9, 1939. The Venlo incident, was a covert operation carried out by the German Nazi Party's Sicherheitsdienst (SD) on 9 November 1939, which resulted in the capture of two British Secret Intelligence Service agents five metres (16 ft) from the German border, on the outskirts of the Dutch city of Venlo

The incident was later used by the German government to link Britain to Georg Elser's failed assassination attempt on Adolf Hitler at the Bürgerbräukeller in Munich, on 8 November 1939, and to help justify Germany's invasion of the Netherlands (then a neutral country) on 10 May 1940.[3]

Venlo incident - Wikipedia

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