SEP 1 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 point is the present system
cannot endure.
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While the politicians and the mainstream media are playing down any concerns about the US debt ceiling, Treasury Bill market participants
are seeing chaos as the yield
curve has snapped across the Sept-Oct divide with panic-buying in bills that mature ahead
of the September-end (Q3-end liquidity needs), and dumping
of October bills.
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The mirage of consumer wealth has been a function of surging debt
levels. “Wealth” is not borrowed, but “saved,” and
this is a lesson that too few individuals have learned. Until the deleveraging
cycle is allowed to occur, and household balance sheets return to more
sustainable levels, the attainment
of stronger, and more importantly, self-sustaining economic growth could be far
more elusive than currently imagined.
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For the second month in a row (and
3rd of the last 4), US construction spending
dropped in July. This dragged
the year-over-year growth to just 1.8%. The last two times construction spending
growth slowed to this rate, the US economy collapsed into recession...
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After much of last month's
blistering job gains were revised away, a far more muted jobs landscape emerged in August.
Here is a breakdown of who was hiring last month, and who wasn't.
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Take
your pick - best since April
2011 or near
weakest in 12 months...
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This was the biggest annual drop on a
percentage basis for unadjusted job creation since the financial crisis.
Perhaps instead of hiking, the Fed should take a long hard look at that QE4
button: after all, stocks already have...
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We warned readers yesterday to "Prepare For Disappointment" with today's jobs
report, and sure enough that's precisely what we got when moments ago the BLS
reported that in August just 156K jobs were created, a big miss to the 180K
expected, as both the unemployment rate and hourly earnings disappointed as
well.
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While the excuses are already flowing for the big miss in August's
payrolls, markets are reacting with currencies the biggest factor. The dollar dumped
immediately and precious metals spiked, bond yields fell
marginally and while Nasdaq jumped a little initially, stocks are now all
modestly lower...
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"This is going to
be a substantial ouch for consumers... Satan could not have drawn up a more horrible
geographic scenario for knocking out Texas refining."
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In case miss it: here
three previous econ reports to read:
1
That's the problem
with fragility: everything looks fine
on the surface until a crisis applies pressure. Then the whole rickety
contraption collapses in a heap...
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2
"All the ingredients for a stock bubble are present. It’s not
really a monetary bubble so much as an expectations bubble...when will people wake up from the hazy doses of
self-deluded reality they have become emotionally attached to..."
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3
"this much..."
The amount of
monetary stimulus increasingly imposed on the financial system creates false signals about the
economy’s true growth rate, causing a vast misallocation of capital, impaired
productivity and weakened economic activity.
To help quantify the
amount of stimulus, please consider the graph above. See Big picture at: http://www.zerohedge.com/news/2017-08-30/how-much-too-much
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"... the reality is we are very late in the
current economic cycle. Just
like in 2008, it was well after the fact, when the economic data was negatively
revised, the recession became clearly evident. Given the deterioration is credit, the rise in
delinquencies and plunge in savings rates, the economic back drop is likely far
weaker than headlines currently suggest.
HERE the readings for this weekend:
Politics/Fed/Economy
- Keep It Simple Tax Strategy by Stephen Moore via Washington Times
- Trump Pitches Massive Tax Plan by Bob Bryan via BI
- Tax Reform Should Not Add To The Debt by Committee For A Responsible Budget
- Is GOP Tax Bill Focused On The Future Or Past by Neil Irwin via NYT
- Get Ready For Deluge Of Tax Cut Lies From The Left by IBD
- 15-Events That Could Trigger Next Recession by John Mauldin via Forbes·
- Trump Could Trigger A Shutdown by Stan Collender via Forbes
- Markets Are Worried About The Debt Ceiling by Akin Oyedele via BI
- “Game of Thrones” – A Story Of A Debt Crisis by Adam Epstein via Quartz
- Dollar Struggles Are Reflection Of Trump Agenda by Pedro Da Costa via BIThe “Free” Economy Comes At A Cost by The Economist
- Can Trump Turn His Presidency Around by Michael Boskin via Project Syndicate
- Thoughts On Failure Of Unemployment by Edward Harrison via Credit Writedowns
- U.S. Doesn’t Deserve A “AAA” Rating by Marc Joffe via Fiscal Times
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Markets
- A Decade Of Central Bank Collusion by Nomi Prins via NomiPrins.com
- October 12th, The Day Of The Equity Crash by Bill Blain via Zero Hedge
- Earnings Not Impressing Traders by Joe Ciolli via BI
- Real Estate Investors, Meet Your New Masters by John Coumarianos via MarketWatch
- Put These Charts On Your Wall by Charlie Biello via Pension Partners
- Money Moving Fast Into EM Stocks by Michael Kahn via Barron’s
- Why You Should Consider Fortier Markets by Simon Constable via US News
- What Wall Street’s Most Bullish Strategist Is Saying by Myles Udland via Yahoo Finance
- Stocks Are Fundamentally Sound by Ed Yardeni via Yardeni Research
- Last Time Americans Were This Fearless, Stocks Crashed by Tyler Durden via Zero Hedge
- AMZN’s Bull Market Could End by Doug Kass via Real Clear Markets
- Gas Prices Spike As Refineries Shut Down by Mark DeCambre via MarketWatch
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Research /
Interesting Reads
- Fed Study Confirms Phillips Curve Is Useless by Mike Shedlock via MishTalk
- Crowded Trades & The Next Quant Meltdown by Michelle Celarier via Institutional Investor
- Worst Case Scenario For Passive Investing (Pt 1) by Stephen Gandel via BloombergGadfly
- Worst Case Scenario For Passive Investing (Pt 2) by Stephen Gandel via BloombergGadfly
- Sex Lives Collide When Millennials Move Back Home by Desiree Cooper via MarketWatch
- World’s 10-Most Valuable Sports Franchises by Steven Kurz via MarketWatch
- A Dozen Attributes Of A Scalable Business by 25iq
- “Game of Thrones” – A Story Of A Debt Crisis by Adam Epstein via Quartz
- Electric Vehicle Goals Ignore Scientific Facts by Steve Pociask via Forbes
- Investing Is A Fascinating Business by Morgan Housel via Motley Fool
- Facebook Faces A Demographic Time Bomb by Tyler Durden via ZeroHedge
- The Conceit Of Central Bankers by John Hussman via Hussman Funds
- The ABCs Of Trendlines… by Dana Lyons via Tumblr
- The Great Equity-For-Debt Swap by Jesse Felder via The Felder Report
….
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POLITICS
La seudo democ y sist duopolico es obsoleto por fraudulento y
corrupto. Urge cambiarlo
Here.. Evidence that current
regime may be a fascist one. Trump-Antifa nexus is becoming clear
"It was in that period
[as the Trump campaign emerged] that we really became aware of them. These antifa guys
were showing up with weapons, shields and bike helmets and just beating the
shit out of people. They’re using Molotov
cocktails, they’re starting fires, they’re throwing bombs and smashing
windows.”
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"Wow, looks like James Comey exonerated
Hillary Clinton long before the investigation was over... and so much more. A rigged system!"
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"Freeing mainstream America from the shackles of
plutocracy necessarily means combating
the mind viruses being dumped into their heads by toxic establishment war machines like the Washington Post."
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WORLD ISSUES and M-East
Global depression is
on…China, RU, Iran search for State socialis+K- compet. D rest in limbo
I guess Trump’s schizophrenic
paranoia can be fixed.. but it has to be done soon
"Russia believes that the policy of
putting pressure on Pyongyang to stop its nuclear missile programme is
misguided and futile."
RELATED: China insta a EE.UU. y Corea del Sur a parar el despliegue del sistema
de defensa antimisiles THAAD
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Having spiked briefly on the back of dollar weakness following a
piss-poor payrolls print, EURUSD is tumbling back to unchanged on the day after
Bloomberg reports that European
Central Bank policy makers may not be ready to finalize their decision on next
year’s bond-purchase program until December, according
to euro-area officials familiar with the matter.
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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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Greenpeace
& Indigenous Water Protectors Respond to Lawsuit Accusing DAPL Activists of
Eco-Terrorism
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GLOBAL RESEARCH
Global Econ-Pol
crisis leads to more business-wars:
profiteers US-NATO under screen
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COUNTER PUNCH
Vijay Prashad Standing
Up to Nazism
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Margaret Kimberley Joe
Arpaio is Not an Aberration
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Gunnar Westberg Nuclear
Weapons Cause Wars Even When Not Used
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CJ Hopkins The
United States of Manufactured Hysteria
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SPUTNIK and RT SHOWS
The nasty business of
US-NATO-Global-wars uncovered ..
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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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ALC Manifiesto: Minga de Pensamiento Comunicación y Pueblos
Indígenas
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PRESS TV
Global situation
described by Iranian observers..
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North Korea standoff on 'brink of
large-scale conflict: Putin
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Russia vows harsh response to
destructive US measures
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