miércoles, 31 de mayo de 2017

MAY 31 17 SIT EC y POL



MAY 31 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


"Cryptocurrency is today’s printing pressa truly game-changing technology that the ruling elite sees as a threat to their control...The only reason banks enjoy such immense power is because they control the money... Cryptocurrency disrupts this absurd middleman monopoly."
----
----


We all know that automation is eating its way up the human-labor food chain at an increasing clip. Yet there is remarkably little insight into this process...
----
----

Sometime this year, world public and private plus unfunded pensions will surpass $300 trillion. That is not even counting the $100 trillion in US government unfunded liabilities.
Oops. These obligations cannot be paid. A time is coming when the market and voters will realize this.

Here is a chart my staff at Mauldin Economics created in late 2016 using Congressional Budget Office data. It shows what will happen in the next recession if revenues drop by the same percentage as they did in the last recession (without even counting likely higher expenditures this time).



The catalyst could be a European recession that spills over into the US. Or it might be one triggered by US monetary and fiscal mistakes. Or a funding crisis in China, or an emerging-market meltdown.
Whatever the cause, the next recession will be just as global as the last one. And there will be more buildup of debt and more political and economic chaos.

It May Be a Complete Reset

The Great Reset will also bring an increase in volatility. And the correlation among asset classes will once again approach 1.0, as it did during 2008–2009.

I can think of at least three or four ways that politicians and central bankers could react during the Great Reset. Each of the four ways will bring a different type of volatility and effect on valuations.

Flexibility will be critical to successful investing in the future. [[ So, not solution to main problem! ]]
….
----
----
THE ENTIRE WORLD'S ECONOMIC DATA IS COLLAPSING...


In May US saw a non-stop slide in market breadth...



With the yield curve (2s10s) flattening for the 6th straight month - and its lowest monthly close since September 2016...Trumpflation is over


The Dollar Index tumbled today...


To close at its lowest since Nov 4th 2016...


And finally, Bitcoin surged 76% in May - its best month since Nov 2013...


….
----
----
DILUSIONS?


"Everybody in the equities-universe it seems is aware of this dynamic, and fundamental folks are increasingly nervous about the potential for a reversal in mega ‘pain trade’ style—because it seems the entire world is ‘LONG TECH AGAINST SHORT ENERGY’…people are ready to pounce on this trade."
----
----


"...the boom cannot continue indefinitely. There are two alternatives... The depression follows in both instances."
----
----
REALITY 1


"As a former equity guy, it pains me to say that when the bond and equity markets are at odds, it usually pays to go with the bond guys. Let’s face it, the bond guys are better at math, often smarter, and less likely to fall for a story. Therefore I am a little at a loss regarding this next chart..."

REALITY.. 2


Employment, new orders, and production all slowed notably in May according to the MNI Chicago PMI report. Printing at 55.2 - below the lowest expectation - this is the lowest level since January's collapse, and has sent 'animal spirits' in the macro data to its lowest in six months.
----
----


"Yes, US equities really are historically unstable today: the capacity for US equities to jump quickly from calm to stress and back (“fragility”) today is indeed historically unusual."
----
----


"policy is the main potential source of both upside and downside risk, be it with respect to fiscal expansion, trade policies, wage outcomes, euro area reform or monetary policy. As China tightens policy, what happens next in the US has become critical, we look for modest US tax cuts but believe that, Trumpflation insufficient to offset fading Xiflation." - SocGen
----
----

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


“Under the guise of protecting officers, this bill would make police less accountable, which can only undermine their legitimacy with the communities they serve,”
----
----

Is it fair to compare Congress to a toilet? If there is one institution that embodies the corruption that permeates Washington D.C., it is the United States Congress. Dominated by extremely selfish career politicians that are primarily interested in raising enough money to win the next election, Congress has become a cesspool of filth, fraud and malfeasance.
----
----

"Only the loons are still talking about impeaching Trump."
----

WORLD ISSUES and ME
Global depression is on…China, RU, Iran search for State socialis+K- compet. D rest in limbo


The Chinese Miracle is no miracle at all, it’s just simple development economics. China is now out of time and out of good options.
----
----

Don't know which way Paris will go, but I've done all I can to advise directly to POTUS, through others in WH & via councils, that we remain. Will have no choice but to depart councils in that case.
----
----
 
Did the blitz-mass media campaign actually succeed in "shaming" Goldman, forcing it to sell some - or all - of its "Hunger Bond" holdings (at a sizable profit)? Looking at the price of the PDVSA 6% bonds of 2022 today, shows that someone(s) was busy selling...
----
----


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


----
----
In Case You Missed It  The Panama Deception  Documentary
----
----


COUNTER PUNCH  & ZC ZCOMM.ORG/  https://zcomm.org/all-types/  

----
----
----
----


SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view


Trump’s Public Enemy, Ex-CIA Chief Slams Kushner-Moscow Conspiracy  https://sputniknews.com/us/201705311054175827-trump-public-enemy-cia-kushner/

A former intelligence director who has never hid his criticism of US President Donald Trump still blasted the media’s reckless amplification of the stream of anonymous former and current US officials whispering about White House adviser and presidential son-in-law Jared Kushner and his supposed attempts to create secret backchannels with Moscow.

RELATED
FBI Reportedly Investigating Trump's Son-in-Law Kushner for Russia Contacts  https://sputniknews.com/us/201705261053996698-fbi-kushner-russia/ 
----
----

Once Again, Saudi Funding for Foreign Terrorism May be Hidden from Public  https://sputniknews.com/military/201706011054176612-saudi-terror-funding-kept-secret/ 

Proof of Saudi Arabia’s consistent support of global terrorism may never see the light of day, as Western leaders scramble to keep favor with the free-spending kingdom.

RELATED 1
Trump’s $110 Billion Saudi Arms Deal Could Include THAAD  https://sputniknews.com/politics/201705311054142145-saudi-deal-may-include-thaa/

US President Donald Trump’s recent $110 billion arms deal with Saudi Arabia could include coastal patrol ships for Riyadh as well as the Lockheed Martin-developed Terminal High Altitude Area Defense system (THAAD) currently creating tension in north Asia.

Speaking to the leaders of 50 Muslim countries on May 21, Trump said the US "will be sure to help our Saudi friends to get a good deal from our great American defense companies. This agreement will help the Saudi military to take a greater role in security operations.

RELATED 2

RELATED 3
Enemy of My Enemy: Trump’s Anti-Iran Coalition Crumbles as Muslim Allies Balk  https://sputniknews.com/middleeast/201706011054177699-trump-anti-iran-coalition-crumbles/

During US President Donald Trump’s visit to the Middle East, he outlined his vision of the region’s future: to build an alliance of Muslim states to contain Iran and bring stability to the Arab World. But this plan has already shown cracks, as the would-be coalition members have already begun to bicker or pull out from the alliance.

The Washington Post claimed that Trump's ideal was a sort of mini-NATO comprising the US-friendly Arab nations. A NATO-style alliance would mean a NATO-style constitution, most notably something like Article 5, which would make an invasion of one member state an invasion of all of them.
----
----

Russian Navy Launches Cruise Missiles From Sub on Daesh Targets Near Palmyra  https://sputniknews.com/middleeast/201705311054145567-russia-daesh-palmyra/

"The Russian Navy's Admiral Essen frigate and Krasnodar submarine performed a launch of four Kalibr cruise missiles from the eastern Mediterranean against the targets of the IS [Daesh] terrorist groups in the area of Palmyra," the ministry said. "All targets have been struck."
----
----
RT SHOWS
----
----
----
----


NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire:  leftist view on alternatives


Colombia   Las FARC 53 años después  Pablo Beltrán
----
----
----
----
----
----
----
----
                ¿La era de los outsiders?   Camila Vollenweider
----
----
----
----
----
----
----
----


PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


----
----
----
----
GOP targets Georgia Democrat over backing Iran nuclear deal
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
===

No hay comentarios:

Publicar un comentario