Weekend news round up on Omicron Variant development:
。There are now 62254 confirmed Omicron Variant cases globally as of Sunday. There were only 99 three weeks ago. ---Newsnodes
。The Netherlands has announced plans for a month-long lockdown, it appears another wave of (government-funded) lockdowns are coming in Europe, especially since Germany's new Chancellor Olaf Scholz has suggested he would be open to more extreme measures, and Dutch PM Mark Rutte has ordered the shutdowns to begin Sunday Meanwhile, the Labour Mayor of London, Sadiq Khan, warned during an interview on Sunday that more restrictions, including lockdowns, are "inevitable". ---ZeroHedge
。There is currently no evidence that the new Covid-19 omicron variant is any less severe than the delta variant, according to the early findings of a study by the U.K.’s Imperial College London.The study used the data from the U.K. Health Security Agency and the U.K.’s health service for all PCR-confirmed Covid cases in England between Nov. 29 and Dec. 11. ---CNBC
。With a doubling time of two to three days, the Omicron variant is “going to take over,” and the US needs to use all the tools at its disposal— from vaccination to testing and masking — to battle a tough winter, Dr. Anthony Fauci told CNN on Sunday.“It is going to be a tough few weeks to months as we get deeper into the winter,” he said, with significant strain on hospital systems, especially in places with low vaccination rates. ---CNN
"Build Back Better" (BBB) Social Engineering Expenditure Bill is likely to fail:
。A decisive "no" from Senator Joe Manchin on President Biden's Build Back Better (BBB) social engineering spendfest has sparked anger from The White House and economic outlook cuts from Wall Street. While BBB enactment had already looked like a close call, in light of Manchin's comments Goldman has removed the assumption that BBB will become law from its forecast. In light of their changed fiscal assumptions, Goldman lowers their real GDP forecast for 2022: 2% in Q1 (vs. 3% prior), 3% in Q2 (vs. 3.5% prior), and 2.75% in Q3 (vs. 3% prior). --- ZeroHedge
Due to exponential Omicron spread and the likelihood of BBB not passing, it doesn't look likely that the stock market can bounce. It is not going to last long even if it bounces. Lock downs and BBB not passing will dim the outlook of global economic growth. High inflation plus Central Bank tightenings are going to make things worse. Major market indexes and major tech stocks are now all in short term down trends.
Bitcoin will likely test December low at around 42000 and may even 40000 since it still tracks the direction of the stock market.
周末 Omicron Variant 病毒发展的新闻汇览：
。截至周日，全球已有 62254 例确诊的 Omicron Variant 病例。三周前只有 99 个。 ---Newsnodes
。荷兰宣布了为期一个月的封锁计划，看来欧洲将迎来另一波（政府资助的）封锁浪潮，特别是因为德国新总理奥拉夫·舒尔茨表示他将对更极端的措施持开放态度，而荷兰首相马克·鲁特 (Mark Rutte) 已下令从周日开始停工 同时，伦敦工党市长萨迪克·汗 (Sadiq Khan) 在周日接受采访时警告说，包括封锁在内的更多限制是“不可避免的”。 ---ZeroHedge
。根据英国伦敦帝国理工学院的一项研究的早期发现，目前没有证据显示新的 Covid-19 omicron 变体比 delta 变体为弱。该研究使用了来自英国健康安全部11 月 29 日至 12 月 11 日期间的数据，该机构和英国卫生服务机构对英格兰所有 PCR 确诊的 Covid 病例进行了处理。---CNBC
。 用两到三天的时间翻倍，Omicron 变种将“接管”，美国需要使用它可以使用的所有工具——从疫苗接种到测试和掩蔽——来对抗一个艰难的冬天。安东尼·福奇医生周日告诉美国有线电视新闻网。“随着我们进入冬季，这将是艰难的几周到几个月，”他说，这对医院系统造成了巨大压力，尤其是在疫苗接种率低的地方。 ---CNN
“重建得更好”(BBB) 社会工程支出法案很可能不能通过
。参议员乔·曼钦 (Joe Manchin) 对拜登总统的“重建得更好”(BBB) 社会工程支出的决定性“不”引发了白宫的愤怒和华尔街的下调经济前景。虽然 BBB 的通过看起来已经很接近了，但鉴于 Manchin 的评论，高盛已经从其预测中删除了 BBB 将成为法律的假设。 鉴于财政假设发生变化，高盛下调了对 2022 年的实际 GDP 预测：第一季度为 2%（之前为 3%），第二季度为 3%（之前为 3.5%），第三季度为 2.75%（之前为 3%） ％ 事先的）。---ZeroHedge
由于 Omicron 以抛物线方式传播加上BBB法案很可能不能通过，股市看起来不太可能反弹。即使反弹，也不会持续很长时间。因为Omicron导致的封锁及BBB的不通过将导致全球经济增长放缓，加上高通胀以及央行紧缩政策将使情况变得更糟。主要市场指数和主要科技股现在都处于短期下跌趋势。
比特币可能会下跌测试 12 月的低点 42000 附近，甚至可能会测试 40000，因为它一直都在跟随股市的走势。
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