viernes, 30 de junio de 2017

JUN 30 17 SIT EC y POL



JUN 30 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 thundering herd of "individuals" shifted awkwardly as June came to an end...

US Economic data in Q2 was the most disappointing since Q2 2011...


June was a rollercoaster:
  • Nasdaq's worst month since October (breaking a 7 month win streak)
  • FANG Stocks worst month (first losing month) since November
  • Dow best month since February
  • Small Caps best month since November
  • Risk-Parity Funds lost 1.6% in June - the first loss since November
  • 10Y Treasury Yield biggest rise since November
  • Treasury Yield Curve unchanged.
  • Gold's worst month since November
  • USD Index feel for 5th of last 6 months
  • WTI fell for 4th straight month (despite last 7 days up - best streak in 6 months)

Small Caps were the biggest gainers in June, Nasdaq the biggest loser... the S&P (light green) bounced of unch for June yesterday and its 40DMA
FANG Stocks could not catch a bid...


The Dollar Index tumbled in June to its weakest since Sept 2016...


By a miracle of modern algos, the 2s10s Treasury curve ended June perfectly unchanged thanks to the dramatic steepening in the last 4 days...

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As the Fed is in the midst of a rate hike cycle, it seems important to remember why this cycle is like no previous rate hike cycle.  The mechanics of this hiking cycle are completely unique and experimental...thus the outcome is far more of an unknown than "normal".
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Yea.. sure


"Two ways to cure inequality...you can make the poor richer...or you can make the rich poorer...Fed/ECB now tightening to make Wall St poorer."
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Benjamin Franklin supposedly said, “In this world nothing can be said to be certain, except death and taxes.”  If old Ben were still around he would surely add “debt” to his famous saying.


"[Stocks] are a fragile thing. One minute you’re chewin’ on a burger, the next minute you’re dead meat."

HERE the readings for this weekend
Politics/Fed/Economy
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Markets
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Research / Interesting Reads
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


"Considering the enormous social needs that cannot be met because of the massive cost of these orchestrated wars, one would think that the American people would be asking questions about the purpose of these wars. What is being achieved at such enormous costs?"
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One of the popular objections to GOP reform is that ObamaCare saved thousands of lives per year, and hence that tinkering with it will literally kill lots of people. There's just one problem the data suggest that if anything, ObamaCare actually caused more Americans to die.
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No vital U.S. interest requires us, in perpetuity, to be willing to go to war to defend South Korea, especially if that war entails the risk of a nuclear attack on U.S. troops or the American homeland...
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"And of course, it’s so ironic that he the most American of patriots is living in Moscow because he has to. It’s the only country in the world that would give him asylum -  in other words it’s the only country in the word that can deny the US what it wants which is Snowden.”....
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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


"The borrower is the servant of the lender, and through the mechanism of government debt virtually the entire planet has become the servants of the global money changers. .."
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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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COUNTER PUNCH 

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


The Russians  ARE COMING..  WELCOME!
Radio Sputnik Starts Broadcasting in Washington DC on FM Station  https://sputniknews.com/us/201707011055133777-radio-sputnik-fm-station-broadcast/ 

Attention senators, representatives and any fun-loving radio listeners in Washington, DC: Radio Sputnik is now available at 105.5 FM 24/7 and you don’t want to miss a second of its broadcast.

Sputnik News spoke to several members of its radio team to get their perspectives on the new radio station and what it means for the political conversation in DC. Eugene Puryear, whose show By Any Means Necessary draws from a Malcolm X quote about how to achieve black liberation, said that his show is one "that I think really tries to capture a lot of the energy for the movement for black lives, or the climate justice movement, that are moving young progressive people but are also trying to tie that framework into how we look at current events."

Puryear said that he relished the chance to give less amplified voices a platform to be heard. "Really, that is one of the things I'm most excited about is to be able to tell the stories that everyone is talking about, but from the point of view of people that you rarely hear… and also to follow up on stuff. You hear about a police shooting – what's going on six months later, who's doing what, how are different things happening?"
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The Russia sanctions bill that passed the US Senate by 98:2 on June 15 is a bombshell; it directly demonizes the Nord Stream 2 pipeline, under the Baltic Sea, which is bound to double Gazprom’s energy capacity to supply gas to Europe.
The 9.5 billion euro pipeline is being financed by five companies; Germany's Uniper and Wintershall; Austria's OMV; France’s Engie; and Anglo-Dutch Shell. All these majors operate in Russia, and have, or will establish, pipeline contracts with Gazprom.

In a joint statement, German Foreign Minister Sigmar Gabriel and Austrian Chancellor Christian Kern stressed that, “Europe’s energy supply is a matter for Europe, not the United States of America”; “instruments for political sanctions should not be tied to economic interests”; and the whole thing heralds a “new and very negative quality in European-American relations”.

A top US intel source, Middle East-based and a dissident to the Beltway consensus, stresses how, “the United States Senate by a nearly unanimous vote have decided to declare war on Russia (sanctions are war) and Germany has threatened retaliation against the United States if it initiates sanctions.

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China, Brazil Need to Boost Cooperation on Clean, Renewable Energy   https://sputniknews.com/latam/201707011055135993-china-brazil-cooperation-clean-energy/ 

China and Brazil have a solid foundation of cooperation in the energy sector, and they need to boost cooperation on clean energy, Chinese ambassador to Brazil, Li Jinzhang, said Thursday.

In addition to oil and electricity, "we need to boost cooperation on technology and investments in new, renewable energy. We put a lot of trust in this cooperation," Li told Xinhua. 

Talking about Brazil's role in the energy cooperation in Latin America, the Chinese ambassador said, "the Brazil-China cooperation is a strong role model for Latin America and the entire world." 

Representatives in the field of renewable energy from four countries — China, Brazil, Uruguay and Chile — participated in the meeting.
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From Cyberspace to Nuclear Deterrence: How NATO Will Boost Its Combat Potential  https://sputniknews.com/world/201706301055105867-nato-defense-ministers-potential-spending/

During a meeting in Brussels earlier this week, NATO's defense ministers specifically agreed on strengthening the defense potential of the alliance and discussed the future of a NATO mission in Afghanistan.

The meeting was held a month after a NATO summit where participants made new decisions on the growth of the alliance's defense spending, in line with their previous obligations and US demands.

From Cyber Defense to Nuclear Deterrence

According to NATO chief Jens Stoltenberg, the new objectives are also related to training the existing NATO military units and the creation of additional ground, maritime and cyber forces.

US Defense Secretary James Mattis told reporters that these plans pertain to "everything, from cyberspace to nuclear deterrence."
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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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EC           Lenín Moreno  El dilema de una «continuidad con cambios»  M  Celi
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Los derechos de los ríos  Jens Benöhr y Tomás González
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Cuba      El diablo, USA., y el bloqueo contra Cuba  Patricio Montesinos
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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