APR 7 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
"..the debt problem is so pervasive, there is only one way forward
- inflate... They will do
anything (and everything) to ensure the financial system doesn’t implode on
itself... They will keep printing until the bond
market takes the keys away."
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Bonds & Bullion Bid, Stocks & Dollar Skid After Disappointing Jobs Data
10Y
Treasury yields fell to a 2.26% handle - the lowest since Nov 18th and breaking
the reflation-trade support - after a 4 sigma miss in payrolls this
morning. Gold jerked higher once again - almost erasing the entire
post-election loss, stocks and the dollar are under
pressure.
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As we
cautioned previously in our payrolls preview, the big risk to today's payrolls
report was to the
downside, and moments ago the BLS confirmed that
indeed something snapped in March when only 98K jobs were added, roughly half of
the 180K expected. This was the lowest monthly jobs number since May of 2016.
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JUST LIKE OTHER TERRORISM .. the
sunk of the Titanic will continue
First
down after the Syrian air strikes, then up (within
minutes after the open) despite a poor jobs number, then
down once more on the latest "Truck
Terroist", now going back up
again, stocks can't make up their mind this morning .. what to do?.
[ Here the market is a crazy
animal .. with unpredictable mind .. though
deterministic one]
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RBC
Explains Today's Rush To BTFD same stupid determinism .. but elaborated as
Stat frame
"the missile strikes change NONE of the calculus for me...Thus,
the balance of risk remains in favor of upside for now until
this muscle memory above (buy risk dips,
sell vol) is changed... The near-to-medium-term ‘risk downside’
story to me remains largely about the rates move as ‘reflation’ has broken trend line..."
…
RBC's head of cross
asset strategy, Charlie McElligott, points out that the missile strikes change NONE of the calculus
for him... The same way that terror attacks are
tragic and scary and initially ‘spook’ people, historically they’ve been proven
buying opps. The US strike doesn’t
change the recent earnings growth pivot higher (esp in ‘cyclicals’); or the
current Crude squeezing higher and its +++ implications for higher “inflation
expectations” / “more energy base-effect;” or ‘better’ global growth
However.. The near-to-medium-term ‘risk downside’ story
to me remains largely about the rates move as ‘reflation’ has broken trend
line
Thus, the balance of risk
remains in favor of upside for now until this muscle memory above (buy risk
dips, sell vol) is changed.
Apparently the collapse will continue the way predicted, so
is everything OK?:
EQUITY HF BETA STILL NEAR
ALL-TIME HIGHS: Leveraged-ETFs, anyone?!
See all graphics at: http://www.zerohedge.com/news/2017-04-07/rbc-warns-dip-buyers-us-strikes-change-nothing-us-reflation-trade-breaking-down
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Doubs on the God-Devil market.. and their deterministic power
"I don't think the Federal Government
nor the Federal Reserve are about to
let a "so called free-market" determine the yields paid on America's
debt."
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For all the talk of record (at least until recently) speculative
Treasury shorts, rising inflation and a guaranteed selloff in long-dated debt -
at least according to virtually every sellside desk on Wall Street - one group
of investors is clearly on the other side of the trade:
Wall Street itself.
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"This leaves markets with the “hope” trade in
peril as Congress continues to trip itself up in moving its legislative
agenda forward while, at the same time, the Fed has accelerated the pace of
monetary tightening and sending clear warnings to the markets...This has “bad”
written all over it."
HERE THE SUGGESTED
READINGS
Trump/Fed/Economy
- Fed’s Balance Sheet Headed For The Crapper? by Danielle DiMartino-Booth via Money Strong
- 3-Precursors Of ’08 Crisis Repeating Now by Nomi Prins via Daily Reckoning
- The Economy Is Ruined For Many Americans by Wolf Richter via Wolf Street
- Fed Minutes Show Move To Shrink Balance Sheet by Edward Harrison via Credit Writedowns
- Cohn: Supportive Of Glass-Steagal Return by Bob Bryan via BI
- Bond Market Says “Show Me!” by Caroline Baum via MarketWatch
- Fed Is Worried About The Market by Frank Chaparro via BI
- Dimon Warns Something Is Wrong by Tyler Durden via ZeroHedge
- Fed Making A Historical Mistake by Pedro Da Costa via BI
- Trump Ignores Monetary Policy by Brendan Brown via Mises Institute
- Fed Touched On Soft/Hard Data Debate by Elena Holodny via BI
- “Super Mario” Comes To The Rescue by Phillip Davis via Seeking Alpha
- Of Course Trump’s Tax Cuts Are In Trouble by Brett Arends via MarketWatch
- The Message Of Falling Real Yields by Ben Emons via Bloomberg
- GOP Is Blowing Tax Reform by Jake Novak via CNBC
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Markets
- Is The Trump Trade Fading by James Picerno via Capital Spectator
- Expensive Stocks & End Of Trump Trade by Akin Oyedele via BI
- What Happens To The Market When Fed Warns Of Valuation by Tyler Durden via ZeroHedge
- Death Of The Reflation Trade by Eric Parnell via Gerring Capital
- Stock Bond Ratio Back To 2007 Peak by Bryce Coward via Gavekal
- Markets Are Set Up To Fail by James Rickards via Daily Reckoning
- Trump Trade Is Over, Now What? by Myles Udland via Yahoo Finance
- Not 2000, Not 2007 – A Nasty Bit Of Both by James Mackintosh via WSJ
- Here’s What Determines What Stocks Do Next by Anthony Mirhaydari via Fiscal Times
- This Will Send Stocks Soaring by Michael Foster via Forbes
- Odds Still Favor New Market Highs by Chris Ciovacco via Ciovacco Capital
- Dividend Cuts Surge In March by Ironman via Political Calculations
- Smart Money Vs. Dumb Money. Who’s Right? by Simon Maierhofer via MarketWatch
- Market Has A Wall Of Worry To Climb by Michael Farr via CNBC
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Research / Interesting Reads
- World’s Largest Investor Warns Of Overvaluation by Frank Chaparro via BI
- What Could Possibly Go Wrong by Axel Merk via Merk Investments
- 50% Of Americans Live Paycheck-To-Paycheck by Quentin Fottrell via MarketWatch
- Student Debt Lender To Borrowers: “You’re On Your Own” by Shahien Nasiripour via Bloomberg
- Robots: Summers vs. Mnuchin by Brad DeLong via Project Syndicate
- What’s Hyperconvergence? by Therese Poletti via MarketWatch
- Age: It Makes You Both Richer & Poorer by Timarr via Psy-Fi Blog
- Millennials Are Killing Marriage by Ben Steverman via Bloomberg
- 5-Alarming Facts About Student Loan Debt by Eric Pianin via Fiscal Times
- Phil Fisher’s Investment Checklist via Market Folly
- Peak Auto? by Vince Golle via Bloomberg
- Very Slow Growth Already Baked In by John Hussman via Hussman Funds
- Is Mexico The Unlikely Winner Of Trump? by Dana Lyons via Tumblr
- Fed’s Market Warnings Should Be Heeded by Jesse Felder via The Felder Report
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POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
Eleven weeks into his administration, Trump
Syrian airstrikes on Syria appear to have achieve what until last night
appeared impossible: unite much of Congress in support of a Trump decision.
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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
Russia’s Rossiya 24 news channel
has revealed the first footage from the Shayrat
airbase, which the United States hit with a volley of 59 Tomahawk
missiles after an alleged “chemical attack” in Idlib earlier this week.
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In a statement on Friday
morning, Russian Prime Minister Dmitry Medvedev said that the US missile strike
violated not only international, and added that the
attack “was on the brink of military clashes with Russia.”
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Russia will reinforce Syrian air defences and
is sending a missile carrying warship to the eastern Mediterranean in response
to a US cruise missile strikes on a Syrian government airbase. Also on
Friday Russia announced it had halted its air safety agreement with the US,
meant to avoid "air incidents" with the US over Syria, saying US air
strikes had caused “considerable” damage to Moscow-Washington relations.
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RELATED: Putin
Responds: Syria Strikes "Cripple US-Russia Relations"; Deploys
Missile Warship To Syria "This step by Washington
causes significant damage to Russian-American relations, which were already in
a deplorable state,” Mr. Putin’s spokesman, Dmitry Peskov, said on
Friday.
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The Russian frigate, Admiral Grigorovich
RFS-494, crossed through the Bosphorus Strait “a few hours ago” from the Black
Sea, according to a U.S. defense official. he Russian warship is now in the
eastern Mediterranean steaming in the direction of the U.S. warships.
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"Paper
money appears at first sight to be a great saving, or rather that it costs
nothing; but it is the dearest money there is." This is the
uncomfortable truth of the euro currency experience. As it seems, people in the euro area about to learn an old lesson:
namely that unbacked paper money -
which is what the euro represents - cannot be trusted.
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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
Syria: New U.S. Air
Support On Request Scheme For Al-Qaeda By Moon
Of Alabama U.S. planes in Syrian
airspace are from now on constantly under imminent danger
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ZC ZCOMM.ORG/ https://zcomm.org/all-types/ &
COUNTER PUNCH CP
CP Though fake
academicism (no thesis at front) it provides some good arts on Econ n Polit
CP John Wight Airstrikes
Without Justice
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Curtis FJ Doebbler Why
the United States’ Use of Force Against Syria Violates International Law
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Ann Wright - Medea Benjamin
Use
Latest Tragedy in Syria to End Wars, Not Escalate It
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
MY HYPOTHESIS on current foreign policy. Pre-premise: Masters of terror are in power
1 T. lost fight to Ref DS-deep state dominated by MIC, banks
n WS corp.. RU-show used to cover it up
2-Then T. decide to accommodate inside D-S dominant group in
return for protection of 1st term
3- CIA took control of DS to keep ISIS terror to balkanize
SY, submit EU to NATO & terror in RU
4-Design of attack on SY required a lot of intelligence: use
ISIS to place Chemic- bomb in Sy target site
5- Design of Bomb SY was highly CIA-Pent –P- selected
Milit-staff. T. didn’t desing it but P use T.threat
6-Inviting Xi to US.. not even T. initiative.. Pent didn’t
allow T. to use White-house.. Xi arrive delayed
7- So: Isis was created, financed, trained & use it ..
Erdogan, UK n Israel placed them in EU n RU
What could come then after? .. RU tit f tat once the
3-legs-table is set.. Many easy target at front ..
WW3 is under way.. RU don’t expect UN solve-issue, but escalate it.. the rest is
..unpredictable
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Here today reports
from Sputnik
Tillerson: Russian Response to Attack On Syria ‘Sadly Not That Surprising’ https://sputniknews.com/politics/201704071052429955-tillerson-russia-syria-attack-response/ Tillerson didn’t say what was the RU
response Why?
IS THIS RELATED TO:
Russia Brings Aid to Almost 3,700 Syrians https://sputniknews.com/middleeast/201704081052433767-russia-aids-syria/
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Trump Likely Manipulated Into Ordering Missile Attacks on Syria https://sputniknews.com/politics/201704081052432896-trump-manipulated-syria-attack/
former US Air Force Lieutenant Colonel Karen Kwiatkowski told Sputnik.
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Sanders: Trump Must Explain How Military Action in Syria Helps Achieve Peace https://sputniknews.com/us/201704071052424057-sanders-trump-syria-strikes/
T & miitary never intended to achieve peace.. They do
what is being paying to do by the MIC
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US Airstrikes on Syria: False Pretenses, Unpredictable Consequences (VIDEO) https://sputniknews.com/politics/201704071052416628-us-airstrikes-syria/
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Pentagon's Massive Airstrike in Syria 'Resembles Yugoslavia, Iraq, Libya' Naked
aggression https://sputniknews.com/military/201704071052393495-pentagon-airstrike-syria-yugoslavia/
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UNSC Holds Emergency Meeting on US Missile Attack in Syria (VIDEO) https://sputniknews.com/politics/201704071052394604-unsc-emergency-meeting-us-attack-syria/
RELATED:
Russia Regards Any Use of Chemical Weapons 'Inadmissible' - Foreign Ministry https://sputniknews.com/russia/201704071052422945-russia-use-weapons-ministry/
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US Aggression in Syria Contributes to Terrorists' Strengthening - Russian UN Rep https://sputniknews.com/politics/201704071052422315-us-aggression-russia-un-envoy/
RELATED:
Some 20 Syrian Army's Aircraft Destroyed in US Missile Attack - DoD Official https://sputniknews.com/military/201704071052421286-20-syrian-jets-destoyed-us/
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Mere Coincidence? Trump Strikes Syrian Arab Army While Xi Jinping Visits US https://sputniknews.com/world/201704071052422724-china-us-syria-trump-instability/
The table has 3 legs: RU-Chi-Iran … Xi needed at home..
Xi may postpone talkings with T
RELATED: 1
US, China Make 'Tremendous' Progress in Bilateral Relations – Trump THE
USES OF XI https://sputniknews.com/politics/201704071052421902-trump-relations-us-china/
Related 2
US Strike in Syria Serves to Improve Trump Ratings - Syrian Opposition Member https://sputniknews.com/politics/201704071052413292-us-strikes-syria-trump-ratings/
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WASHINGTON BLOG
Flash points on US
politics: internal contradict.. Hugh Smith good articles reproduced
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NOTICIAS IN SPANISH
Latino America fight
to break with collapsing Empire: leftist
view on alternatives
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Respaldo a nativos Dakota del Norte De Seattle a San Francisco, de Albuquerque a
Raleigh, municipios de EE.UU. se suman a la lucha para dejar sin capital al
polémico oleoducto J T
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PRESS TV
Global situation
described by Iranian observers.. Titles often distorted by ISR-Mossad
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‘Syrian
strike just beginning of US aggression under Trump
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