miércoles, 25 de octubre de 2017

OCT 25 17 SIT EC y POL



OCT 25  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 majority of middle class wealth is locked up in unproductive assets or assets that only become available upon retirement or death.
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The Federal Reserve is protecting, enabling, and rewarding a shrinking number simply for being asset holders (not for doing anything with those assets) while punishing the growing majority for having few or no assets... and ensuring the vast majority never will be asset owners as asset prices surge versus stagnant wages."

But as Ray Dalio noted yesterday  HERE, the recovery is only a recovery for the wealthy.  As the chart below from the Fed's own Survey of Consumer Finances shows, all the record growth in household net worth has gone to the top 20% of income earners since 2007 while the remainder have seen declining net worth.


A means to detail the impact of this lopsided recovery is the record low US fertility rate.  During each of the previous run-ups in HHNW, there was a parallel rise in the fertility rate as young adults felt more confident and capable of forming or growing a familyHowever, since 2007, the collapsing US fertility rate vs. surging HHNW puts the truth of who is recovering in stark contrast.
See chart in the Introduction (above)

The Federal Reserve is protecting, enabling, and rewarding a shrinking number simply for being asset holders (not for doing anything with those assets) while punishing the growing majority for having few or no assets... and ensuring the vast majority never will be asset owners as asset prices surge versus stagnant wages. 

This is all because a flawed economic model premised on perpetual population growth (turning into consumer growth) has now gone off the tracks as growth of the consumer class is collapsing.

The portion of the population growing is so important because average income and spending peak as the head of the household hits 45-54yrs/old and begins to really decelerate once the head of household hits 65yrs/old.  By the time the head reaches 75yr/olds, their average income and spending are halved and their willingness to use credit to amplify their consumption collapses (chart below).
 
 

Lastly, the collapse of the 20-65yr/old population growth across N. America (US/Canada) is only accelerating and most if not all population growth will be among the 65+yr/old population (data from US Census and UN).


While presidents and political parties have swept in and out of "power", the Fed hasn't changed a bit for decades and is protecting the wealthiest 20% of families (though really it's more like the top 1% to 2% truly raking in the benefits) and punishing the other 80% holding minimal or no assets. 

And America's aging population will not allow America to grow her way out of this hole. 

Only an outright, "revolutionary" change from the current paradigms and removal of "powers that be" will save the bottom 80% from watching the American dream race ever further away.  But of course, better make sure any "new boss" isn't the same or even worse than the "old boss".
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Keep an eye on that VIX, because if the squeeze has indeed begun, many vol-trading "Target managers" are about to lose everything.
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Well that escalated quickly..

"Not" a record high... Trannies were worst on the day (not off the lows) but Boeing, Goldman, IBM, and Caterpillar weighed on the Dow. NOTE - Dow bounced off lunch from Monday.
But the pattern is the same across every major index... a complete decoupling between risk and price...



FANG stocks erased yesterday's bounce...


The Dollar Index rolled over today...


And finally... It's not the economy... It's China stupid!
[[ No RU?..  we’re not really “smart” blaming others for our faults ]]

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While total durable goods orders have stagnated below 2007 highs for the last 4 years, thanks to a better-than-expected 2.2% jump in September, theYoY gain was an impressive-sounding 8.3% (the 8th month in a row of annual gains).
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"Unlike Jamie Dimon, I don't believe that bitcoin is a fraud... Bitcoin is not an asset, but a currency, and as such, you cannot value it or invest in it. You can only price it and trade it."
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo


"The whole Russia thing … this was the Democrats coming up with an excuse for losing the election,” Trump told reporters. “They lost it and they lost it very badly. And they didn’t know what to say, so they made up the whole Russia hoax."
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“These are not mavericks...it creates space for others to speak out.’’
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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


Just hours after Puigdemont snubbed Madrid, canceling his visit to The Senate to discuss their imposition of Article 155, Catalan Deputy First Minister Oriol Junqueras told AP that the Spanish government had left Catalonia “no other option” but to proclaim a new republic.
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The Teranet National Composite House Price Index fell in September. The index experienced a 0.8% drop when compared to the month before. National Bank of Canada analysts noted this is the largest drop since September 2010.
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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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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


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COUNTER PUNCH 


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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


Altern   Ideas para economías poscapitalistas  Luis González
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Africa    Somalia, postales del infierno   Guadi Calvo
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CHE        La ruta del Che en la construcción del socialismo  Carlos Fonseca
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Brasil      Los fantoches de la política brasileña  Eric Nepomuceno
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COL        Declaración de Montecristi:  Comunic de FAR del Común y el ELN
                -La mano criminal dispara en el suroccidente  Luis Alfonso
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                -La nueva ola de emigración y lo que no sabemos de ella  Rachel Rojas
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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US senators preparing legislation  with tough terms for Iran deal
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