JUL 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
World context
Oil has jumped out of the gate, the price of
WTI rising above $50 in early Asian trading, following a
WSJ report that following last week's latest round of sanctions, which as
we reported last week could potentially send the price of oil higher by as much
as $5-7/bbl depending on duration and severity.
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The US inflation outlook and its equity
investment implications were key topics of discussion during recent visits with
clients in Boston, Chicago, and New York. Looking forward, will the rate of
inflation in 2018: (a) decelerate, (b) accelerate, or (c) stay about the same?
The answer depends on the information source.
Some more details
behind these perplexing numbers:
- The TIPS market implies inflation will average 1.3% annually during the next two years and 1.8% annually through 2027. As a result, fed funds futures currently imply just a 50% probability the FOMC will hike once more by year-end 2017 and expect just two hikes in total through the end of 2018.
- In contrast, Goldman Sachs economics believes underlying inflation will trend towards the Fed’s 2% objective. Specifically, our economists forecast core PCE will reach 1.6% by year-end 2017 and climb to 1.9% by the end of 2018. The trend in inflation will prompt steady policy tightening starting with a 25 bp hike in December followed by four hikes in each of 2018 and 2019 that will lift the funds rate to 2.4% and 3.4%, respectively.
…
Confirming what the latest Census
data showed last week, namely that asking rents across the nations just
fresh all time highs...
... Goldman flags that apartment owners suggest rental
inflation remains above the Fed’s overall inflation target of 2%. Six public
apartment REITs own 357,000 multifamily units (AVB, ESS, EQR, AIV, CPT, UDR).
Same-store rental growth in REITs has been a leading indicator of the change in
owner’s equivalent rents (OER) in the government’s housing inflation measure
(Ex. 3).
…
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What’s the last big toy you buy when things
have been good for a really long time and you already have all the other toys?
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"We have effectively suppressed the biggest warning signal...remember
this: A harmless white swan can look black in the right lighting
conditions. Sometimes, that’s
all it takes to start a panic... t will not end
well."
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"Rising VIX ETF exposures are likely
reflective of skepticism by retail investors, who are the main users of VIX
ETFs, and who see the current combination of record low equity market
volatility and record high equity prices as rather unsustainable."
RELATED
"The Fed manipulated the credit markets, they took four trillion
dollars’ worth of securities out of the market, and they’ve essentially forced all of us to invest in
something else. "
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"Our base case is that global growth will
moderate somewhat in the coming quarters from the current high run rate, but
will settle on average at above trend for both 2017 and 2018. In other words,
the experience of the past five years is unlikely to be a good guide for what
will unfold next in the global economy."
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"I would say no because we’re out of practice. Your usual standard
garden-variety volatility just hasn’t been around, and we haven’t seen
it for 12 months"...
RELATED
"...we remain in a market that is broadly expensive and largely indifferent
to risk... This
continues to be a time for patience and, above all, caution. If there is
anything to be taken from Hyman Minksy's words, it is
that no one should be lulled into a
false sense of comfort by the illusion of stability which surrounds us...
We most assurdely, are not..."
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Retail bankruptcies soared 110% in the first half from the year-ago
period, accounting for $6 billion in debt. The list includes name brands such
as Gymboree, Payless, rue 21 and the Limited, all of which cited the Amazon affect as a
contributor to their downfall.
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POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
“Of course we are, we’re tweaking the final
points of the bill and we’re figuring out how we can mount a national campaign
to bring people together,” Sanders said on CNN’s State of the Union.
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"At last, the story that never was is not happening... While
everyone is fixated on President Trump’s unbecoming and inexplicable assault on
Attorney General Jeff Sessions, the media has been trying to sneak away from the 'Russian collusion'
story..."
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"In Washington, it’s never about what they tell you it’s about... This
is no run-of-the-mill
bank-fraud case..."
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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
A number
of police officers were injured in Venezuela's capital Caracas after an
explosion during an anti-government protest decrying a vote for a constituent
assembly on Sunday, according to a Reuters witness.
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"We've been waiting for quite a
long time that maybe something would change for the better, we had hopes that
the situation would change. But it looks like, it's not going to change in the
near future... I decided that
it is time for us to show that we will not leave anything unanswered", Vladimir Putin said moments ago on national TV.
RELATED
"Expect more false allegations, more demonization, more threats...War is in the cards..."
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"With the U.S. preparing to confront China and go to war with
North Korea, Russia is an indispensable ally for the U.S... There are huge
implications on capital markets as these hegemonic powers continue to edge
toward war..."
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"The citizen does not benefit from the zombification of the economy. The
citizen pays for it. How? With the destruction of savings through
financial repression and the collapse of real wage growth. Savers pay for
zombification, under the mirage that it 'keeps' jobs..."
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The USAF flew 2 B-1B bombers over the Korean peninsula in "a show
of force" on Sunday after Pyongyang's Friday ICBM test: in a statement,
the air force said "if
called upon, we are ready to respond with rapid, lethal, and overwhelming force
at a time and place of our choosing."
RELATED
"Done talking about North Korea. China is aware..."
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GLOBAL RESEARCH
Global Econ-Pol
crisis leads to more business-wars:
profiteers US-NATO under screen
Selected
Articles: Venezuela “Regime Change”: Will Washington Unseat President Maduro? By Global Research
News
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered .. pro RU view
How Venezuelan Protests Demonstrate
'Kiev-Style Maidan' US manipulation
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OEA? Is PPK a puppet regime?..
Then, time to create same mess on him: PPK born in US
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RT SHOWS
On contact Corporate
crime with Russell Mokhiber
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NOTICIAS IN SPANISH
Latino America fight
to break with collapsing Empire: leftist
view on alternatives
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EE.UU. baraja sancionar a China por
"no hacer nada" con Pionyang China no teme chantaje
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PRESS TV
Global situation
described by Iranian observers.. Titles distorted n incomplete sentences
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