APR 18 17 SIT EC y POL
ND denuncia debacle d Globaliz neoliberal y
propone State-Social + Capit-compet in Econ
LE PEN victory will surprise World.. Europe don’t need NATO
nor terror from US-Isis-ISR-Saudis.
Entre 2 extremos solo hay 1 centro. La derecha
de Macron está ya derrotada. La Izquierda, no tiene espacio vital en Francia
como no lo tuvo Sanders en el US. El centro mundial es FR y su centro político es Le Pen. Se la puede acusar de
ultra-nacionalista.. pero es el nacionalismo lo que hoy si disuelve imperios. Nos guste o no, es la tendencia mundial. Le Pen es lo inverso a la neocon Clinton en
el US
….
ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers
know it, they documented with graphics
World context: nice utopia
The IMF
released its latest World
Economic Outlook report, in which it now sees the global economy
accelerating in broad-based expansion this year, even as it cites shifts to
protectionism as a threat, and cuts its outlook to 2018 global trade.
----
----
Reality prevails
The last week or so has seen
both 'hard' real economic data and 'soft' survey data disappoint notably. This has sent the Citi Macro Surprise Index plunging to
5-month lows with its biggest drop since 2010. The question is - what
happens to the stock market next?
----
----
Gold is resurging and bonds are
bid (bond
yields tumbling to their lowest since Nov 10th) after reports that The
Pentagon is planning to shoot down North Korean missile tests.
Interestingly, there is no safe haven bid for the dollar, which
is also tumbling to post-election lows...
----
----
The
“real” macro story in my eyes overnight is the ongoing commodities fade
originating out of China....
… Iron Ore
continued its outright collapse (Qingdao 62% Iron Ore is -17.6% MTD and -30.2%
from late February highs), while Aluminum, Copper, Zinc, Lead, Rubber, Gold,
Silver, Rebar, Brent / WTI Crude, Gasoline and Nat Gas are all markedly lower."
As a reminder, we showed
last week that the Chinese credit impulse has rolled over sharply, and is
now the lowest it has been in 7 years.
The larger implications here both with lower commodities
as well as the potential for contraction in Chinese credit creation comes back
to a weakening in “inflation expectations.” .. “inflation”
remains the most critical driver of cross-asset pricing—so if ‘price is
news’ and inflation is preparing to fade further (without any seeming ‘US
fiscal policy’ booster shot coming near- to medium- term), be ready for negative impact on risk-assets.
…
----
----
US Industrial Production peaked
in November 2014 and remains down almost 2% from those record highs (despite
surging stocks). This has never happened without the US
economy being in recession in history. While Industrial
production headlines met expectations, factory output for March plunged 0.4% - the biggest drop since Feb
2015.
----
----
Just a few short weeks after
Goldman's top
FX strategist (whose favorite trade was 'long dollar') quit, the
banking behemoth has reversed its call on two so-called "top
trades"...
----
----
While
the dollar index tumbles to its lowest level since days after the election, someone
decided this morning was an opportune time to dump over 22,000 gold futures
contracts (almost $3 billion notional) sparking a quick plunge in the precious
metal...
----
----
One week after "unnamed
sources" reported that Saudi Arabia had backed the proposed 6 month
extension to oil production cuts, this morning oil is
lower after the world's biggest oil producer appeared to backtrack on its trial
balloon from last week, when Saudi Arabia’s energy minister said it is
"too early" to decide whether OPEC will extend its
crude-production-cutting agreement for the rest of the year.
----
----
According to BofA, in April allocation to US
equities plunged to 20% UW from net 1% OW last month, the lowest since Jan’08.
2008. Catalysts for the scramble from US are valuation with 83% of investors
say US stocks overvalued, highest on record, and jump in risk of delayed US tax
reform.
----
----
Just
how bad is the ongoing fraud in the banking system? Get ready for a
mind-bowing expose by a former insider at UBS...
Video: https://youtu.be/XHY49Rjoe6w
----
----
POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
Phobia mischief ?: They forgot to say “China is coming”.. Too
late to say it: China is here
Berkshire's real estate brokerage, HomeServices,
currently
the second-largest U.S. residential real estate brokerage, "is
expanding its global reach with a push to attract wealthy
Chinese citizens to purchase homes in the U.S", in the process diverting
"hot" Chinese money to the US.
----
----
Will more
wars make America great again?
----
----
WORLD ISSUES and ME
Global depression is
on…China, RU, Iran search for State socialis+K- compet. D rest in limbo
While most eyes were on the surge in sterling, British stocks plunged
almost 2.5% - the biggest daily drop since the Brexit referendum in June 2016.
----
----
PM said she will reverse the Brexit (to stop Le Pen Frexit
& Scottish Uncertainty).
Result: investors rebel in London
In what looks and smells like a combination of a margin call and an algo
stop-run, cable just exploded through 1.28 and 1.29 in seconds only to
quickly fade back on massive volume...
----
----
Generally this should be seen as dampening Scottish Uncertainty, giving
the Tories a clearer mandate on Brexit
by default, and positive for the
economy...And don’t believe the polls…
----
----
“HMS Sutherland is carefully marking these Russian ships as they pass close to UK waters.
The Royal Navy maintains a vigilant watch and is always ready to keep Britain safe,” Defence
Secretary Sir Michael Fallon said in a statement.
----
----
DEMOCRACY NOW
US politics crisis:
Trump captured by Deep state to reproduce old cronyism without alter-plan
----
----
----
----
GLOBAL RESEARCH
Global Econ-Pol
crisis leads to more business-wars:
profiteers US-NATO under screen
----
----
INFORMATION CLEARING HOUSE
Deep on the US
political crisis, their internal conflicts n chances of WW3
----
D.C.'s War Madness By Damon Linker
----
----
COUNTER PUNCH CP
----
Binoy Kampmark Trump’s
Belligerent Policy on North Korea
----
Abraham Ramirez From
Colonialism to Trumpism: Remembering Aimé Césaire
----
----
SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
EL OSO DESPIERTA y pasa a la ofensiva
Russian MPs Say CNN, Radio Liberty Part of External Interference Conspiracy https://sputniknews.com/russia/201704181052752633-duma-us-media-election-interference/
RELATED
Russia Calling the Shots on 'American Playground' in Middle East https://sputniknews.com/politics/201704181052747446-russia-us-middle-east/
----
----
RE XENOPHOBIA STILL ALIVE
Referendum Controversy: Why Turkey's Weakness Not in the Interest of Russia https://sputniknews.com/politics/201704181052752618-turkey-referendum-russia/
RELATED
Turkish Opposition Demands Cancellation of Constitutional Referendum Results https://sputniknews.com/politics/201704181052741878-turkey-referendum-people-party-cancellation/
----
----
RT SHOWS
----
Keiser
Report Episode
1059 Max & Stacy discuss
high rent blight and the retail apocalypse.
----
----
----
----
----
WASHINGTON BLOG
Flash points on US
politics: internal contradict.. Hugh Smith good articles reproduced
----
----
NOTICIAS IN SPANISH
Latino America fight
to break with collapsing Empire: leftist
view on alternatives
Europa 2017 como Europa 1908 Augusto Zamora
----
Impugnan observadores
internacionales al referéndum en Turquía Temen destape de Fraude
----
----
----
----
----
----
----
----
----
----
----
----
Boicot, desinversión y sanciones
contra el apartheid sionista Pablo
Jofré Leal
----
----
----
----
----
----
----
----
----
Keiser
Report 1059 Divisa fuerte o débil, ¿por cuál
apostará Trump?
----
----
PRESS TV
Global situation
described by Iranian observers.. Titles often distorted. ISR-Mossad suspected
----
----
----
'US
strike failed to prevent Syrian civilian deaths near Aleppo
----
Le
Pen targets immigration for French to
limit to just 10,000 people a year.
----
France
nabs two 'planning attack ahead CIA-Isis terror won’t stop Le Pen victory
----
European
shares hit low over UK, France European
shares hit three-week lows on Tuesday in volatile trade after Britain's PM
called for an early election. Simply: Brexit won’t be stopped.. nor Le Pen
----
Theresa
May calls for early UK general US-UK
stupid tricks won’t stop Le Pen
----
US
F-35s in UK to deter ‘Russian aggression’ US Corp
got money playing RU-phobia in UK
----
Russia,
Germany, France, Ukraine discuss truce deal Merkel fight for peace must be supported
----
Iranian-Americans
challenge US travel ban Deep-state that run US for T is making real mess
----
French
presidential candidates rally in tight race She is
the anti-empire candidate..she will win
“Marine Le Pen holds
a rally in Paris while maintaining a lead over her rivals” I would vote her. If runoff, she will beat Melenchon. Neocons
are getting far behind.. Le Pen can win in one round.
----
'US
escalating N Korea tensions to encircle China' That is the main purpose of US policy on N-K
----
The
threat of war it favor big Corp manufacturing WMD
----
----
===
No hay comentarios:
Publicar un comentario