APR 23 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
Wall
Street still exudes widespread optimism that 2017 will
provide another year of solid gains for stocks amid stable albeit unspectacular
economic growth and only gentle interest rate rises. However, as The FT details, all is not well in
reality, and the following seven charts will hearten investors of a more bearish persuasion...
Wall Street still exudes
widespread optimism that 2017 will provide another year of solid gains
for stocks amid stable albeit unspectacular economic growth and only gentle
interest rate rises. However, as
The FT details, all is not well in reality, and
the following seven charts will hearten investors of a more bearish
persuasion... In fact this week saw the biggest drop in US Macro data in 6 years (after
poor readings on job creation, inflation, housing starts and car sales)... SEE chart above
US corporate lending has also
been unexpectedly weak, raising eyebrows among economists. Here is a
chart from Goldman Sachs showing the growth of commercial and industrial loans
has fallen sharply recently, while corporate debt servicing costs have been
climbing to more normal levels reflecting rising indebtedness and the Federal
Reserve’s interest rate increases.
The consumer lending side is also looking less than ideal,
with many households and individuals struggling with big student loans, credit
card debt and car loans, after a period of anemic wage growth. Signs of some stresses can be seen
in the uptick in S&P/Experian’s bank card default rate.
Even the default rate
on high-quality “prime” loans edged up in the last quarter of 2016,
according to the Mortgage Bankers Association.
Meanwhile, one of the most accurate measures of looming recession risk is the bond market
“yield curve” shaped by bonds of various maturities flattening or even
inverting. The US yield curve is far from inverting, but it has
flattened sharply again this year, after steepening following the US election
in November.
As is clear from the
chart below, bonds are tracking 'real' economic data and stocks are tracking 'soft'
survey hope...
And focusing on equities, fading analyst optimism over US “small-caps” - smaller listed companies
beyond blue-chip gauges like the S&P 500 - is another warning sign.
Lastly, the rancorous US political climate shows no signs of
abating. Here is a chart of the Philadelphia Fed’s “partisan conflict”
index, which tracks the degree of political disagreement among federal-level
politicians by measuring the frequency of newspaper articles that report
disagreements in any given month.
With the market priced for Trump
policy perfection, one might want to look away from this chart before faith is
entirely erased.
Just some things to ignore before you BTFD after today's
French Election.
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With Euro strength dominating FX
markets, the Dollar Index has tumbled below 99.00 to the lowest level since Nov
11th. For the first time since Oct 4th, the
dollar index is trading below its 200-day moving-average...
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POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
With more numbers coming from the French
Interior Ministry, as of 11:31 p.m. local time Macron's lead is growing to
23.61% as more city votes are counted, vs Le Pen 22.20%, with 41 Million votes
counted, or 85.4% of the total. The gap is likely to expand as the final votes
are tallied.
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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
French Elections: American
oligarchy n their Press is happy with Macron, n afraid of Le Pen. Why?
EURUSD is clinging to 1.09 as
Treasury prices drop...
A Macron
'win' in the first round of the French elections, he has (judging by the
initial reactions) allayed many fears of imminent doom.
Dow futures are up around 200 points, Bond futures are down, gold is
down (despite USD weakness)... However, as
Bloomberg's Cameron Crise notes, "Enjoy the
party, parkets; but beware of the bangover."
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Despite a liquidity injection and the rest of the world in 'risk-on'
mode over the French election results, Chinese markets are tumbling... It
seems the catalyst is further crackdowns
on shadow-banking.
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LATEST SAUDI INSULT TO THE WORLD
“Saudi discrimination against women is gross
and systematic in law and in practice. Every Saudi woman must have a male
guardian who makes all critical decisions on her behalf, controlling a woman’s
life from her birth until death. Saudi Arabia bans women from driving cars,” he
continued. “Why did the UN choose the world’s leading promoter of gender
inequality to sit on its gender equality commission?”
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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
Kremlin Advisor Reveals 'Cure For US
Aggression' By
Sergey Konkov
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Former Israeli Defense Minister Confirms
Israeli Collaboration With ISIS In Syria By Richard Silverstein
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
Emanuel Macron Forges Ahead After First Round of French Presidential Election https://sputniknews.com/europe/201704241052921791-macron-wins-first-round-french-election/
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Law of War? Civilian Deaths in US Strikes in Syria, Iraq Soar Under Trump https://sputniknews.com/military/201704231052919060-civilian-deaths-in-Syria-spike/
Related
West Looking for 'Tools to Squeeze Russia-Led Coalition From Syria https://sputniknews.com/politics/201704221052878810-west-syria-russia-coalition/
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A Look at Syrian Air Defenses That Could Not Shoot Down US Tomahawks https://sputniknews.com/middleeast/201704231052904984-syria-air-defense-systems/
Related
Russia, Syria Holding Talks on Supplies of More Air Defense Systems – Assad
https://sputniknews.com/middleeast/201704211052845528-russia-syria-assad-air-defense/
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America fight
to break with collapsing Empire: leftist
view on alternatives
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También la oligarquía americana y su
prensa mentirosa.
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PRESS TV
Global situation
described by Iranian observers.. Titles often distorted by ISR-Mossad
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