jueves, 27 de julio de 2017

JUL 27 17 SIT EC y POL



JUL 27 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

La recesión nos cogió por detrás y por delante. Time to set a post-neoliberal agenda

“I somehow to my own surprise came to one single trend I believe in: everything is deflationary..."
Steen Jakobsen, Saxo Bank chief economist and CIO just pinged me with a PowerPoint presentation on the preceding and next 30 years. He commented I somehow to my own surprise came to one single trend I believe in: everything is deflationary. Enjoy the “funny pictures” and the outlook.”

Picture 1  30 Year down, down and more down https://mishgea.files.wordpress.com/2017/07/steen4.png?w=529&h=354
Picture 2  Current and Foreward Trends  10Y US Yield= zero in 2018-19
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Some other quantitative and qualitative observations from the housing guru:
1) New Home Sales "up to" 1995 levels after $15 TRILLION in debt and Fed liquidity aimed largely at the sector.
2) Builder pricing power largely flat for 2-years.

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A huge upside surprise for durable goods orders (+6.5% MoM vs +3.9% MoM) was dominated by a 19% spike in transportation (with non-defense aircraft orders up 131.2% MoM). However, away from this unsustainable surge in orders, Core Durable Goods Orders disappointed (+0.2% vs +0.4% exp) and Capital Goods New Orders Nondefense Ex Aircraft & Parts fell 0.1% - the biggest drop since Dec 2016.
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"Listening to the flow from our trading desks, clients and what I read on blogs and research, there are two distinct views on current markets..."
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


It “seems to have a lot of benefits, getting us to conference"..
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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

MORE on world recession:


Unofficially, Libor died some time in 2012 when what until then was a giant conspiracy theory, namely that the world's most important reference index had been rigged for years, was confirmed. Officially, Libor died earlier today when the top U.K. regulator, the FCA announced that Libor would be phased out by the end of 2021.
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"The threat to the euro is today greater than it was in 2012, and for that Draghi has completely failed. It comes not in Target II imbalances and Greek default penalties, but in political upheaval tied directly to what it is that Mario Draghi can’t seem to figure out. He can promise all he wants, but Europe’s fate will not be determined by his euro."
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The levitation continues with S&P futures pointing to - what else - another higher open while European stocks swung between gains and losses on the busiest earnings days of the year (85 of the Stoxx 600 report) which has seen European pharma giant AstraZeneca plunge 15%, the most on record, after its flagship lung cancer trial Mystic failed to show benefits, while Deutsche Bank slumped 4% on a 12% plunge in FICC revenue.
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“Should the U.S. dare to show even the slightest sign of attempt to remove our supreme leadership, we will strike a merciless blow at the heart of the U.S. with our powerful nuclear hammer, honed and hardened over time..."
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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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The Root Cause of Today’s Antisemitism Is Western Support for the Occupation of Palestine By Anthony Bellchambers  Shut off with the cacophony of anti-semitism. What we have in Israel is a neo-nazi regime practicing terrorism & genocide against Palestine. Israel has to be back to border of 1948
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COUNTER PUNCH 


Edward Curtin   The Deep State, Now and Then
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered .. pro RU view


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RT SHOWS
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Keiser Report  Episode 1102 Max and Stacy talk on whether or not MAGAnomics will help make America Great Again
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NOTICIAS IN SPANISH
Latino America fight to break with collapsing Empire:  leftist view on alternatives


VEN       La CIA y la contrarrevolución en Venezuela  Atilio A. Boron
                -Venezuela, los aprendices tropicales de ISIS  Luis Hernández
                -Trump en Venezuela: dichos y hechos  Silvina Romano y A G
                -Ante los muros mediáticos  Numa Molina
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                -El campo, el territorio olvidado de Colombia  Pablo Wahren
                -Ecuador  “La deuda eterna” contrataca  Alberto Acosta
                -ARG  Donde pasa no crece más el verde  Juan Funes
                -España es el paraíso de los trabajadores pobres  José A. Llosa
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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