martes, 11 de abril de 2017

APR 11 17 SIT EC y POL



APR 11 17 SIT EC y POL
ND denuncia debacle d Globaliz neoliberal y propone State-Social + Capit-compet in Econ


ZERO HEDGE  ECONOMICS
Neoliberal globalization is over. Financiers know it, they documented with graphics



"...reticence from the buyside to take-down ‘net length’ is beginning to sting as recent ‘hiding-places’ are now dragging and generally very ‘high beta’ long portfolios (crowded ‘market’ factor) means increasingly painful drawdowns."
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RELATED
S&P Slumps Below Key Support As USDJPY Dumps To 5-Month Lows  Following The Dow's lead, the S&P has broken below its 50-day moving average as VIX soars and USDJPY crashes back below 110.00 for the first time since the US election in November...
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In case you wondered...

You Are Here... in terms of .. Valuation?


And here... Sentiment?


And here... Cognitive Dissonance?


And finally... no it's not a 'new economy' or 'different this time'...


So as a reminder, Peak Valuations and Trough Labor Force Participation...


"Probably Nothing"… ?
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THE 1ST VICTIM of the neoliberal plunder is THE LABOR


Is there US labor market suddenly sick: not only did the rate of hiring not rise over the past year, but in February it declined by 3.6% relative to last year. This was the biggest decline in the annual rate of hiring in over four years, going back to March 2013.
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US financial stocks - the "no brainer" trade of so many TV talking heads - appear to have finally realized that the yield curve is not steepening and even deregulation may be further away than hoped.
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VIX has spiked to 15.45 this morning as global war rhetoric combined with French elections are finaly shocking some investoirs out of their complacency. This is the highest level for VIX since the election and The Dow just broke down below its crucial 50-day moving average...
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For those of you out there clinging to your commercial REIT stocks for their 'defensive' dividend yields while praying that the whole 'retail implosion' thing will simply go away, you may want to avert your eyes now.
2016 marked the first YoY 4Q decline since the height of the 'great recession'.


“There’s no current looming event that regulators are looking to say we foresee a problem,” said Matthew Anderson, managing director of Trepp. “It’s just the sheer volume and pace of activity and the length of how long it’s gone on.”
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Her message:  We are doing a pretty good job.
Now that the bubbles have been blown (but still remain invisible to the Fed), Fed Chair Janet Yellen Yellen conveniently pats herself and the Fed on the back for a job piss-poorly done.

New FED message:
This new Fed message will last until either the GDP or the stock market tanks. We will find out more on April 28 when the BEA posts first-quarter GDP.
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"To me, this situation feels like a slow-motion train wreck where all you can do is watch... Washington’s monumental gridlock is on a collision course with investors’ blind euphoria. We’re all on one train or the other. Hold on tight."

Cold Reality
I am sorry to be the bearer of bad news, but here’s reality as I see it.
·         There will be no tax cuts this year.
·         Banks won’t get much regulatory relief.
·         Obamacare will likely collapse with no replacement ready.
·         Any infrastructure stimulus is way off in the future.
·         The Fed is tightening because it thinks an economy that grew only 1.6% last year is overheating.

It doesn’t matter if we’d like this to happen. It is what’s coming, in my opinion.
I haven’t even mentioned other flash points: a potential government shutdown after April 28, more military action overseas, or trade conflicts with China and other countries.
I also haven’t mentioned the assorted Russia-related investigations. Whatever happened in the election, the fallout is distracting both the White House and Congress.
I’ve thought about what could possibly change all this for the better. Nothing comes to mind.

Recent reports suggest Trump wants to shake up his White House team. That may help, but he’s already lost of lot of time and political capital.

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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


Take a moment to consider the Neocon camp's over-reaction to the inchoate challenge to its dominance posed by the Trump administration. What does their frantic over-reaction and full-court press by the media signal about their grasp on history and power?
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"I'm confident the Russians will act in their own best interests, and there's nothing in their best interests to say they want this situation to go out of control."
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When Bulls Collide  .. common people die .. while the rich enjoy the comfort of their palace

With this backdrop of weakening underpinnings of the “Trump Trade” but exuberant hopes of a continued bull market run comes the potential collision between markets. It is highly unlikely that bond bulls and stock bulls will both be right.
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"We are sending an armada, very powerful. We have submarines, very powerful, far more powerful than the aircraft carrier, that I can tell you. And we have the best military people on Earth. And I will say this. He is doing the wrong thing. He is doing the wrong thing."
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WORLD ISSUES and ME
Global depression is on…China, RU, Iran search for State socialis+K- compet. D rest in limbo

This should be the world's scariest chart:


Given the interconnectedness and tensions rising everywhere, the fuse is lit and it seems the world's population is increasingly realizing we're "going to war."
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As OPEC begins to discuss extending the cut, in part to combat a flood of U.S. supply, Venezuela’s role in the world oil market amplifies. Convincing a financially weak quasi-dictatorship to slow down the production of its country’s primary economic asset is a tough sell.
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Ahead of tonight's API inventory data, WTI Crude prices wer fading after 5 straight days higher. That was until WSJ reports Saudi Arabia wants OPEC to extend production cuts, sending oil prices spiking higher...
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With Trump threatening North Korea, Putin on the tape over Syria, China threatening 'red lines', and French poll data sparking panic across the pond, it seems safe-haven buying is suddenly de rigeur as Gold tops $1275 for the first time since the election, breaking above its 200-day moving average...
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The following chart shows how China's central bank has quietly engaged in the biggest bank bailout of the past two years, with virtually no discussion in the mainstream press.
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DEMOCRACY NOW
US politics crisis: Trump captured by Deep state to reproduce old cronyism without alter-plan


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GLOBAL RESEARCH
Global Econ-Pol crisis leads to more business-wars:  profiteers US-NATO under screen

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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


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Exaggerated Dangers in Venezuela  By Luis Beaton  to justify a foreign intervention
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Donald Trump’s War Crimes  By Marjorie Cohn  Does he wants a Nobel Price for peace too?
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ZC ZCOMM.ORG/  https://zcomm.org/all-types/   &  COUNTER PUNCH CP
If instead fake academicism they put across their thesis,  we may have good arts


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Max Elbaum:   Trump vs. the Resistance
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Mark Weisbrot:    Assange is a political prisoner
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view


Russian MoD: US Failed to Weaken Syrian Armed Forces by Attacking Sha'irat Base  https://sputniknews.com/middleeast/201704121052548325-russian-mod-syria-us-attack-failure/

RELATED 1  Putin Calls US Missile Attack on Syria Evident Violation of International Law  https://sputniknews.com/politics/201704121052547440-putin-chemical-weapons-syria-no-evidence/

RELATED 2
US 'Never Abandoned' Regime Change Agenda in Syria  Always failed  n it will happens again https://sputniknews.com/politics/201704121052548013-us-syria-regime-change-agenda/
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German Police Find Note Near Scene of Dortmund Bus Attack   https://sputniknews.com/news/201704121052544132-borussia-dortmund-bus-attack-targeted/

RELATED:
Borussia Dortmund Confirm One Injured in Explosion Involving Team Bus  https://sputniknews.com/europe/201704111052539678-dortmund-explosion-bus-injured-borussia/
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'Protagonistic Democracy' Helps Venezuelans Fight US Provocations  https://sputniknews.com/politics/201704121052544851-chavez-coup-venezuela-democracy/

RELATED: RADIO 
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US Claims on Russia -Failing to Destroy Syrian Chemical Arms- 'Preposterous' Tillerson should apologize to Russian Foreign Minister Lavrov for his claims about Russia  https://sputniknews.com/us/201704121052545420-colin-powell-us-syria-chemical-weapons/

RELATED 1:
Mattis Confident US-Russia Ties Won't Get Out of Control After Attack on Syria   https://sputniknews.com/us/201704111052542920-mattis-us-russia-control/
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RELATED 2
 Mad Dog’s Proof: I Saw Intel on Syrian Chemical Attack Myself  “Mad Dog” Mattis furnished no proof that Syrian President Bashar al-Assad possessed or deployed a deadly chemical nerve agent  https://sputniknews.com/world/201704121052544750-mad-dog-proof-intel-attack/
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As Fears Mount, US Defense Official Wants More Radar to Monitor North Korea  It is to monitor China, not N-K  and all this is part of a nasty MIC business  See add note below.   https://sputniknews.com/military/201704111052540582-us-radar-counter-north-korea/

RELATED
Raytheon Wins $110Mln Deal to Support US Navy Radar System  https://sputniknews.com/military/201612141048527816-raytheon-navy-radar-system/ 
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RT SHOWS
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WASHINGTON BLOG
Flash points on US politics: internal contradict.. Hugh Smith good articles reproduced


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When we speak of The Long Game, we speak of national/alliance policies that continue on regardless of what political party or individual is in office. The Long Game is always about the basics of national survival: control of and access to resources, and jockeying to diminish the power and influence of potential adversaries while strengthening one’s own power and influence.

As I have been discussing for years, there are inevitable conflicts within the inner circle that executes The Long Game within each nation/alliance. In periods of active confrontation, the various factions tend to rally round the core game plan–for example, in the Cold War with the USSR, the U.S. Long Game was containment. Anyone arguing for all-out war or appeasement was quickly marginalized.

In eras in which everything is up for grabs, these internecine conflicts broaden and intensify. We are in just such an era. This is why I have consistently claimed that the group responsible for playing America’s Long Game–the Deep State–is now splitting into two main camps:

1. The dominant Neocon camp that seeks to actively intervene on a global basis (mostly civilian).
2. The “rogue progressive” camp that views the Neocon strategy as a disaster for America’s long-term interests, i.e. The Long Game (mostly military or military-related).
Keep Reading
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NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire:  leftist views n alternatives


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Noam Chomsky   Los primeros 75 días de Trump en la Casa Blanca  Amy G y Juan G
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Tiempo de chacales, hienas y serviles   El papelon en la OEA  Carlos Fazio
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Guatemala  El impoluto dedo acusador  Carolina Vásquez
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Brasil  -La renovación del PT  Emir Sader
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Chile  -El cerrojo y la ganzúa  Margarita Labarca
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                Perú Encanto de Machu Picchu   Mauricio Castaño
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Se producen 3 explosiones cerca del autobús del Borussia Dortmund antes de un partido de Champions  EL Terror se usa para someter EU al imperio y a NATO.. si sabes a quien benfic…
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PRESS TV
Global situation described by Iranian observers.. Titles often distorted by ISR-Mossad


US wars cause increased ‘human suffering, said  Rep Tulsi Gabbard
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Terrosism to keep Europe subordinated to US-NATO
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After betray all his electoral promises
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UN key sections have been captured by US neocons .. we can’t trust UN
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With fake money US can convert all strategic countries to NATO
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