domingo, 9 de abril de 2017

APR 9 17 SIT EC y POL



APR 9 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 Fed’s monetary policies have purposefully encouraged businesses and consumers to borrow. But debt doesn’t just go away. It accumulates. By now, an increasing number of businesses and consumers are suffocating under this debt overhang in an economy that never developed the “escape velocity” needed – and hyped by Wall Street for years – to outgrow this debt. Rising bankruptcies are a turning point in the “credit cycle.”

Note that there is no “plateauing” in this chart: since the low-point in September 2015, commercial bankruptcies have soared 65%! That red spike is the mega-increase in March:


Total US bankruptcy filings by consumers and businesses in March spiked 40% from February and rose 4% year-over-year to 81,590, the highest since March 2015:

The Fed’s monetary policies have purposefully encouraged businesses and consumers to borrow. But debt doesn’t just go away. It accumulates. By now, an increasing number of businesses and consumers are suffocating under this debt overhang in an economy that never developed the “escape velocity” needed – and hyped by Wall Street for years – to outgrow this debt. Rising bankruptcies are a turning point in the “credit cycle.”
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"C&I lending has not increased since September 7 last yearthe first period of no growth for at least six months since the 2008-2011 aftermath of the financial crisis, and prior to that after the early 2000s recession."
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"We are shifting our forecast for yields “forward” in recognition of the failure of the new Administration to make any progress on structural tax reform let alone outright fiscal stimulus."
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"As U.S. exports ramp up, we’re going to see even more flexibility with more people trying to buy and trade volumes. The old models of stable long-term contracts will really have to change.  We’ve already seen the impact of U.S. LNG on contract trends, with more destination flexibility coming into play."

The global market for LNG is changing quickly, spurred on by new sources of supply from U.S. shale.

U.S. natural gas production surged over the past decade, as fracking opened up a wave of new gas supply. That wave led to a glut and a crash in prices long before shale drillers did the same for oil.

But by the time the first LNG export terminal in the U.S. came online in 2016, the gas market was radically changed. On the demand side, Japan – the largest LNG importer in the world – was no longer desperate for gas imports in the same way that it was back in 2011 and 2012. New renewable energy, a monumental efficiency campaign, and a greater reliance on coal cut into gas demand. China’s gas demand has also grown slower than expected.


Surging supply and disappointing demand caused prices to come down from their peaks.  .. LNG has historically been traded on long-term contracts at prices linked to the price of crude oil. The volume of LNG traded had once been limited, so there wasn’t much of a true market price for the product. Fixing cargoes to the price of crude oil became a common practice. The crash of crude oil in 2014, not coincidentally, also helped push down the prices of LNG.

Now, with so much supply on hand, the market is no longer favorable to sellers. But the U.S. is just beginning to ramp up. Cheniere Energy brought the first LNG export terminal online last year on the Gulf Coast. Other projects are under construction and by the end of the decade, the U.S. could be the third largest LNG exporter in the world behind only Australia and Qatar. By 2035, the U.S. is expected to pass them to become the largest LNG exporter in the world.

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"There is no such thing as price discovery in index investing and there will be no price discovery on the downside either.... When these markets do finally have a correction there will be no bid for many of these stocks... In the next normal correction, the market’s losses will be amplified enormously by this move away from active management." 
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The solution is DIVORCE EU-US. This divorce [EU out of USD) is more serious than BREXIT


We continue to look for the dovish catalyst that may lead to epic carnage among the Eurodollar trader community once this trade begins to move in reverse first gradually, and then quite rapidly.

We observed last week prompted a collapse in the Eurodollar 2018 spread (EDZ7/EDZ8) to briefly slide below a key support level on what was seen as the last sign of "reflation trade" capitulation on the front end.


CFTC report captured the market reaction to the initial round of Dudley comments, it failed to take into account Dudley's Friday "little pause" discussion, which as we quoted RBC on Friday afternoon, prompted "Devastating Eurodollar Unwinds."
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RELATED 1:  Europe's Out-Of-Control Censorship  Who would have thought that more than a quarter of a century after the fall of the Berlin Wall (1989), Western Europe would be reinventing itself in the image of the Soviet Union?
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RELATED 2:  Is This The Beginning Of The End For U.S. Empire?  "We need to understand that those who want wars, it will be absolutely relentless. The sales pitch will not end until they get exactly what they want. This is where all of us critical thinkers need to play a key role..."

[ OUR ROLE: to organize a strong PACIFIST movement against Trump n neocon wars.]
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo




"A shutdown would send  another signal to markets that Republicans may not be able to enact their agenda, lowering expectations for tax reform and an infrastructure program. We believe Congress is more likely to meet the deadline, but see a one in three chance of a shutdown."
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STUPID USES OF THA WORD “LEFTISM” AGAIN.. Dems are not leftist, they’re neocons now

Liberal supporters of Hillary Clinton are freaking out about the possibility of a Trumpmaggedon nuclear war. But, before pointing fingers at President Trump, however, it is important to note that just hours before Trump launched missile strikes against Syrian airfield targets it was none other than Hillary Clinton herself who said she would have done the same 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


WORDS DON’T MATTER IN CURRENT FOREIGN POLICY ..  ACTIONS DO
RU had the US destroyer that hit SY, at gun-point.. Why RU didn’t shoot it? .. Easy target would’ve been Israel station inside Syria or other points in the ME.. RU instead empower T. in a fake throne

"What America waged in an aggression on Syria is a crossing of red lines. From now on we will respond with force to any aggressor or any breach of red lines from whoever it is and America knows our ability to respond well." 

 [[ ..Mere Blah-blah to betray Syria.  .. A Fact remain: RU oil business may prevail .. as usual (unless US economy collapse is at clear-sight).  If RU’ oil business is what matters.. it is not the way of building a new world order: post neoliberal one. ]]

RELATED: US Ambassador To UN: "Regime Change In Syria Is Now A Top Priority For Trump"  "There's not any sort of option where a political solution is going to happen with Assad at the head of the regime. It just -- if you look at his actions, if you look at the situation, it's going to be hard to see a government that's peaceful and stable with Assad." 

[[ FACT: ISIS the main Problem .. not Assad ]]
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At least 37 people were killed and more than 100 injured in two separate bombings at Christian Coptic churches packed with worshippers in northern Egypt one week before Coptic Easter. Shortly after the explosions, ISIS via its al-Amaq news agency, claimed responsibility for the bombings.

[[ FACT With silence-support  of US, ISIS killed many Christians inside Syria. ISIS is empowered now ]]
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US will continue terrorizing n nuke-blackmailing the world with RU-silence complicity
Does this response was agreed in US summit Trump-Xi?  I don’t think so. Xi was used n is betray


A US aircraft carrier strike group is headed toward the Korean Peninsula, according to US officials cited by news wires on Saturday night. The move of the Vinson strike group is in response to recent North Korean provocations, an official said.

[[ FALSE.. N-K didn’t make any real provocation to the US.. they don’t even have nukes. The US-MSM hide the real intention of “N-K show”:  THE WAR IS AGAINST CHINA .. US is using China-JA conflict to advance its strategy: destroy the Economic Development of China and destroy its State-Nation. The summit Xi-Trump: the most pathetic and hypocritical pseudo diplomatic show- in current time. ]]
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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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Donald Trump Is An International Law Breaker   By Colonel W. Patrick Lang
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ZC ZCOMM.ORG/  https://zcomm.org/all-types/  


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Bernie Sanders:   Despair Is Not an Option
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view



Trumps Orders 'Full Range of Options' on N Korea Amid Sending US Navy to Region  https://sputniknews.com/asia/201704101052474413-trump-korea-fleet-options-range/


RELATED:
US Top Diplomat Tillerson Claims China Ready for ‘Action’ on North Korea  https://sputniknews.com/military/201704091052471341-tillerson-claims-china-ready-action/
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'Chemical Weapons': The Pipedream Excuse Used in Syria by Two US Administrations  https://sputniknews.com/politics/201704091052469244-us-syria-chemical-weapons-war-pretext/

RELATED
Moscow, Tehran Say 'US Aggression' Against Sovereign Syria 'Inadmissible'   https://sputniknews.com/middleeast/201704091052467053-putin-rouhani-syria-crisis/
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Assad: Washington's Attack Fails to 'Raise the Morale of US-Backed Terrorists'   https://sputniknews.com/middleeast/201704091052464214-assad-us-syria-goal/

RELATED
Dangerous Trend: US Attacks on Syrian Army Doing Nothing but 'Aiding Terrorism'  https://sputniknews.com/middleeast/201704091052457284-us-syria-terrorists-support/
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Twitter Users Slam MSM Hack Over Claim Putin & Trump Colluded in Syria Strikes   https://sputniknews.com/politics/201704091052467596-social-media-odonnell-conspiracy-theory-reaction/

RELATED
Eyewitness to US Cruise Missile Strike: 'We're Here Only Thanks to the Russians'  https://sputniknews.com/middleeast/201704091052464698-cruise-missile-attack-eyewitness/
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OUR allied  ISIS  is doing now the same they did in SY:  kill Christians in Egypt
Daesh Claims Responsibility for Church Attacks in Egypt's Tanta and Alexandria   https://sputniknews.com/middleeast/201704091052464951-daesh-tanta-alexandriachurch-attacks/
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RELATED
Number of Victims of Explosion at Church in Egypt's Alexandria Reaches 18  https://sputniknews.com/africa/201704091052470724-egypt-alexandria-church-victims/
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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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NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire:  leftist view on alternatives


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Efecto de guerra USA en Libia   Libia  Dividida por las milicias  Paul Martial
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Debate en profundidad   Resistir la supresión de la ciencia   Lina Rosenbaum
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PRESS TV
Global situation described by Iranian observers.. Titles often distorted by ISR-Mossad


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Regime change was a defeated policy & it will be defeated again
It is either, we defend State sovereignty OR the collapsing pro-fascism Empire
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White House denies reports of staff shake-up T. already failed: gave it up to DS
WH presidential autonomy doesn’t exist anymore. Staff can be changed-retained by DS
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