アメリカの２年国債の金利が暴騰し、１０年国債の金利が下落している。それぞれの金利はフラットに近づき。暴騰・下落が続けば、１年１０か月ぶりの逆イールドの発生と成る。
JPモルガンチェース・バークレイズ・バンクオブアメリカ・クレディスイス。各社のストラデジストが、「FRBは、今年の年末から、来年の初頭には金融緩和政策の引き締めに入る。」と異口同音に発表する。だから、金融機関と投資家が、同時に「景気後退・リセッション」を把握する。
だから、逆イールドが発生する。逆イールドの本命は２年国債と１０年国債の金利の逆転である。逆イールドは外れ無しの暴落指標である。過去５０年、全てのバブル崩壊の前に、逆イールドが発生してきた。
逆イールドが発生してから、大暴落が起きるのは、３か月から１年半以内である。前回、１９年８月１４日に、逆イールドが発生し、２０年３月に「コロナショック」の暴落が起きている。
クオンツ系のヘッジファンドのAIは「３か月から１年半」の時差を計算出来ない。逆イールドが発生すると株式市場に、即座に、１０００ドル以上のフラッシュクラッシュを引き起こす。
NY証券取引所が、動揺すれば、東京証券取引所は大怪我をする。本日、一時１１００円の暴落と成る。先週のFOMCの政策会合の「２３年までに、２回利上げする。」との発表を受けての、大暴落である。
ギリシャ・ローマ・中国・ブラジル。各国オリンピックは開催後、五輪不況をもたらしてきた。東京は、開催一月前から、危なっかしい。オリンピックの経済効果など嘘八百である。
死亡者数が６０万人を突破したアメリカでは陸上の五輪予選で感染者が出る。死亡者数が５０万人を突破したブラジルではサッカーのコパアメリカ大会で参加選手・運営者５２人の陽性者が出ている。南米サッカー連盟とブラジル保健省は毎日選手スタッフなどにPCR検査を行っている。大会３日目にして５２人の陽性者が出る。運営スタッフ１９人・チームスタッフ１０人・選手が２３人である。
死んだ魚の目をした菅義偉は、何も考えていない。「コロナは只の風邪である」「日本人はウィズコロナの生活が可能である」「ワクチン接種を開始したので五輪開催は可能である」視野の狭い洗脳に誑かされて、オリンピックに特攻する。
五輪を乗り切れば「支持率を取り戻せる」という「楽観論シナリオ」一辺倒である。
菅義偉は、田舎政治家の権力欲旺盛な旧いタイプの自民党員である為。IOCの様な、五輪貴族には弱い。自民党内の権力争いには、夢中に成れる。「森・加計・桜」「克行案里への１億５千万円」「潰瘍性大腸炎という仮病」３っつの弱みを握った安倍晋三へは、強く当たれても。IOCの様な、世界を股に掛ける五輪貴族という大きな権力には平身低頭して、ひれ伏す。
「オリンピックに観客を動員しろ」と日本政府に要求しているのは、IOCである。
「東京五輪はIOCが開催すると言っている」「私は五輪の主催者ではない」菅義偉が、IOCの植民地にされている。だから、古株のIOC委員から「五輪中止と言っても、それは菅義偉の個人的な意見だ。」と隷属させられる。
世界各国は日本の感染症対策を買い被っている。菅義偉が「安全・安心な五輪を開催する」と国際公約できる以上、「万全の感染症対策を行ってきたのだろう。だから、欧米に比べて、感染者数・死亡者数が低く抑えられているのだろう。」と誤解している。
水際対策に失敗し続け、未だに、検疫に感度の低い抗原検査を適用している。フィッシャー社マルチプレックス検査機・ロシュ社ダイアグノスフィックス検査機・川崎重工業PCR検査ロボットの様な１時間で陽性判定者の「どこの国由来の変異型ウィルスに感染しているか」を確定せず。感染症研究所がゲノム解析に２週間かける。接触追跡アプリココアはぶっ壊れている。
だから、感染症対策の基本の「検査・隔離・治療」の徹底が未だに為されず。感染症対策の実績が無いまま、「安全・安心な五輪」というマントラを唱えながら、オリンピックに特攻しようとしている。
東京五輪の危険性を世界共有して貰いたい。
東アフリカ・ウガンダの選手団９人の一人が、抗原検査で陰性判定が出ず、PCR検査で陽性と確認された。この一人が隔離され、後の８人は大阪泉佐野市に移動している。ウガンダ選手団は来日前にアストラゼネカワクチン２回接種済みで、出国前７２時間以内にPCR検査陰性証明書を提出している。
それでも、入国した一人が感染者であり、濃厚接触者の８人はPCR検査を実施されない。
これが、日本のリアルである。
今から、五輪入国者の水際対策を厳重に実施すべきである。IOC委員・各国組織委員・ワールドスポンサー関係者。肩書で差別せず、出国前にワクチン２回接種・PCR検査陰性判定を義務化する。入国時には２週間の隔離を実施する。
オリンピアンアスリートも同様に、入国させる。
オリンピックバブルに侵入する日本人は、更に厳しく、ワクチン２回接種・PCR検査実施を義務付ける。
菅義偉が「安全・安心な五輪」を国際公約に掲げてしまっている。オリンピアンアスリートが「日本人にコロナを感染させられた」という事態は、断じて、避けるべきである。
一番、危なっかしいのは、ボランティア・アルバイターである。五輪期間中、家から通わさず、ホテルを貸し切り。隔離状態で連日のPCR検査が必須である。
アメリカNBCが「過去最高に儲かるオリンピックと成る」と皮算用している。安全なオリンピックバブルを形成する為に、海外のメディア報道陣は来日しないで欲しい。放映素材はNHKが提供する。それでも来ると言うなら、２週間の隔離を義務付ける。
今回の東京五輪。オリンピック不況はカネでは買えない生命・健康を奪われる不況と成る。
日本の新型コロナウィルスは季節要因で、患者数の増減を繰り返している。日本が感染症対策をしないから、患者数の増減は昨年と同じグラフを描く。
新型コロナのピークは夏と冬とに到来する。患者数のピークが予定される７・８月に五輪を開催するのは、負け戦の特攻である。パンデミックオリンピックで医療体制が崩壊し、日本の国民皆保険制度が破綻するのも、オリンピック不況の一つの表れと成るのだろう。
どう考えても「五輪中止」一択である。
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