miércoles, 11 de octubre de 2017

OCT 11 17 SIT EC y POL



OCT 11  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



After two consecutive months of record high job openings, today's JOLTS report - Janet Yellen's favorite labor market indicator - showed a modest pullback across most categories, with the total number of job openings falling in august from 6.140MM to 6.082MM, below the 6.125MM consensus estimate.
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"As we look at what could shake the panoply of low vol forcesit is the thaw in Central Bank policy as they retreat from emergency measures that is potentially most intriguing/worrying. We are likely to be nearing a low point for major market bond and equity vol..."
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"I can hear the herd coming..."
Former Fortress Principal Michael Novogratz is not shy to share his opinion of virtual currencies. In June he explained  "cryptocurrencies were likely the biggest bubble of his lifetime," but remained positively constructive with 20% of his net worth in various coins including Bitcoin and Ethereum as he made billions.
"Novo" - as his friends call him - has had a good run...
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And now, in an interview with CNBC, the legendary trader has said that he believes the value of a bitcoin will reach $10,000 in six to 10 months.
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"Sheer survival instinct will force the ECB, BOJ, and others to move forward their own normalization plans. From the lowest of levels. They’ll have no choice or risk be left high and dry, with very few options of their own. And investors, too, aren’t prepared for it..."
The record-breaking streaks of un-dipping gains; the "epic" bull market (Morgan Stanley's words, not ours); and the total and utter collapse of all risk premia (equity and credit alike) is all about to end according to former fund manager Richard Breslow"as the long running debate about lack of volatility in the markets continues, I’ve got some good news for you. As long as you promise to be happy with what you wish for. It’s about to change."
Investors are fearless...


And reaching for yield, no matter what...


Even as real uncertainty soars...


Sure we have momentary bouts of hysteria which people get all excited about and extrapolate to eternity - until they run out of steam forthwith, but as Bloomberg's Richard Breslow writes:
"I’m talking about good old fashioned two-way flow and nascent trends galore. And I’m officially declaring today the very start of the entire change over process.

Wouldn’t it be ironic if future generations of traders celebrate this epiphanic moment of a return to volatile markets by shutting the exchanges and sleeping in?"

Via Bloomberg:

This was only sustainable and achievable because everyone in the developed world hegemony was doing it in tandem. My low rates are your low rates. As are my equity prices and suppressed volatility. Now that was true globalizationBut this is going to change.

The Fed is confident their tapering plan can work because they comfortably assume that the other central banks will let the U.S. enjoy free ridership from their ongoing asset purchases and ridiculous rate structures. 

The issue for the other countries will be that once the U.S. has begun to meaningfully get their balance sheet in order and follow some version of the medium-term dot plot, there will be no protection from global rates being forced collectively higherAnd equity markets will realize what’s coming. Sheer survival instinct will force the ECB, BOJ, and others to move forward their own normalization plans.

From the lowest of levels. They’ll have no choice or risk be left high and dry, with very few options of their own. And investors, too, aren’t prepared for it.  ..   
 “Son, you’re on your own.” No one is isolated or isolatable and friendship only goes so far.

Those wily foreign exchange traders are the first ones to get this.


Probably because they benefited the least from the actions of the last decade. It makes perfect sense to like the dollar given the divergent central bank cycles out there, but they can’t help understanding that there will be plenty of room for other sovereign rates to snap higher at some point and that is when two-way price action becomes intense.

It is this free ridership problem that should frame the debate over a hawk or dove becoming the next Fed Chair, not whether we should expect an extra hike somewhere down the line

The timing for this 'changeover' process seems frighteningly prescient...

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Welcome to Anhedonia... where the quality, durability, utility and enjoyment-of-use of our products and services has been plummeting for years.
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


"Stock Market has increased by 5.2 Trillion dollars since the election on November 8th, a 25% increase. Lowest unemployment in 16 years and if Congress gives us the massive tax cuts (and reform) I am asking for, those numbers will grow by leaps and bounds."
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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

Check this on US Politics and world issues: [press the blue source]
  • Republicans to Trump and Corker: Please just stop (Politico)
  • Trump Wants to Weaken Nafta’s Influence, Power (WSJ)
  • Spain Warns Catalonia With Threat of Direct Control From Madrid (BBG)
  • U.S. warship sails near islands Beijing claims in South China Sea (Reuters)
  • U.S. flies bombers over Korean peninsula (Reuters)
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“We seem to be living in the riskiest moment of our lives, and yet the stock market seems to be napping..."
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Dream from bad spirit and worse intentions: They don’t  want peace, they will get war
[[  I see you flying to the top of a roof .. like Franco, the Spanish fascist.  ]]


Spain’s prime minister Mariano Rajoy took the first step for Madrid to suspend the autonomy of Catalonia by demanding that the regional government makes clear whether it considers itself independent. Rajoy said he needed the Catalan president to clarify Tuesday’s suspended declaration of independence. That would dictate the next steps in the crisis, and could result in the triggering of Article 155.
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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


WE want the military to their barracks.. they’re pay to say stupidities. We want real Democ
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Is There an Alternative to Capitalism? By Sam Ben-Meir, Several.. explore Types of socialism
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SPUTNIK and RT SHOWS
The nasty business of US-NATO-Global-wars uncovered ..


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Children’ hate .. Rajoy is either immature or mentally ill.. He lives in another planet:
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Children’ hate .. Rajoy is either immature or mentally ill.. He lives in another planet:
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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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                Hackers rusos: ¿realidad o ficción?  Editorial de la Jornada
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VEN       La deuda, las sanciones de Trump y la salida de la crisis   Oly Millán et.al
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COL        Masacre de Tumaco:  La orden la dio Trump
                La masacre en Tumaco es una afrenta a la paz  Yhoban Camilo Hernández
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WAR      Nucleares en septiembre: tic, tac, tic, tac...  Miguel Muñiz
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CHE        Las tres muertes del Che Guevara   Decio Machado
                El Che, 50 años vivo y entre nosotros   Pablo M. Medina
                - El legado de Che Guevara
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ALC        Guatemala:   La pirámide rota  Carolina Vásquez
                MX  El TLC:   Un negocio entre empresarios
                ARG: La política argentina, las elecciones y el papel de la izquierda. DC
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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Si el techo es de vidrio, no laces piedra a el
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It is not a dream.. it is schizophrenia
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Who’s smarter? Trump or Tillerson? 2 caras de la misma moneda devaluada
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