jueves, 23 de noviembre de 2017

NOV 22 17 SIT EC y POL



NOV 22 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

Global context: Key Neoliberal engine doesn’t work.. the machine about to stop: recession


"You can say this is a correction but I don’t think it’s a market meltdown. Market sentiment is still okay but after recent gains it’s time to pull back."

RELATED 1:


"America has enjoyed another period of relative calm and most citizens have grown rather used to the idea that this calm is somehow the norm. However, it is becoming ever more clear that another shock to the system is coming, this time through domestic AND international events, and some of the old world structures we are used to seeing may not exist afterwards."

RELATED 2: In geopolitics China still have the upper hand
"The continuing American obsession with Russia plays directly into Beijing's hands and makes it less likely that Washington will develop an effective strategy to deal with China ..."

RELATED 3 The FACT: petro-dollar is following down.. doesn’t matter your dreams


"...the prime directive of any organism - whether it’s an amoeba or a person or a corporation or a government - is to survive... That’s why the US government protects the petrodollar so zealously. It needs the system to survive..."
[[ WW3 n those in the M-East.. will make the fall faster ]]
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Here the real US Econ reality:
1999-like parties are breaking out everywhere across financial markets...
First things first, US Financials Conditions are partying like its way easier than 1999...


WHAT HAPPENS NEXT? Meltup time?


S&P 500 Valuations are partying like its 1999...  see graphic at:  http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2017/11/21/20171122_EOD6_0.png

The spread between German and US bond yields is partying like its 1999... See graphic at: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2017/11/21/20171122_EOD3_0.png

And the US Treasury curve is partying like its 1999...   See graphic at: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2017/11/21/20171122_EOD4_0.png

Quite a significant reversal today in yields after bond weakness overnight suddenly reversed this morning and then extended after the dovish FOMC...


The Dollar Index extended its losses after FOMC Minutes. Today is the worst day for the dollar index since Sept 7th...

….
Meanwhile.. stocks remain decoupled from FX carry...  See graphic at: http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2017/11/21/20171122_eod9_0.png
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"DO YOURSELF A FAVOR AND GET OUT OF THE CASINO NOW..."
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Check more data here:


"The silence of the bears is deafening. And who can blame them? The last 2 years have been absolutely brutal for any fans of price discovery, volatility and anything analytical mattering. Nothing matters."
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The dollar index had been falling in early trading - extending its freefall from the Nov 1st Fed statement - but legged down on the dovish minutes to the lowest in 5 weeks. Gold is extending its gains, above key technical levels and while the curve is steady, long-end bond yields are sliding ‘modestly’.
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The press silent  the debacle’ noise


"In light of elevated asset valuations and low financial market volatility, several participants expressed concerns about a potential buildup of financial imbalances.They worried that a sharp reversal in asset prices could have damaging effects on the economy."
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Crude-oil up and down


With WTI at its highest since July 2015, vol at 8mo lows, and the front-end flipped into backwardation for the first time since Nov 2014, it appears a lot of hope is priced into continued equlilibration (and OPEC). Last night's API (crude draw) provided some more confirmation but this morning's DOE data disappointed with a smaller than expected crude draw, and production rose once again to a new record high.
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Having hit the highest level since Jan 2004 in October, November's final print shows the University of Michigan Consumer Sentiment index fell from 100.7 to 98.5, as both hope and current conditions slipped.
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POLITICS
La seudo democ y sist  duopolico es obsoleto por fraudulento y corrupto. Urge cambiarlo

HAPPY THANKSGIVING with a delicious  horse


"For decades in the United States, turkey has been the center of the Thanksgiving meal. Some eccentrics may offer other choices, such as roast beef or duck, but nowadays, it's a sure bet that few households will be offering horse meat as one of Thursday's featured dishes..."
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"...even though the euphoria and expectations about this new proposal are totally overblown, there are still plenty of gems from the current tax code that aren’t going anywhere."
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The past condemn us

Conspiracy theories would be far easier to discredit if they'd stop coming true...
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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


"We consistently oppose any country adopting unilateral sanctions based on its own domestic laws and regulations and the wrong method of exercising long-arm jurisdiction..."
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"Putin will offer Trump a way to save face for the U.S. while laying all the blame on Obama, Clinton, McCain and the rest of them.  If you don’t think this ties into Robert Mueller’s ‘Russia-Gate’ investigation run amok, you aren’t paying attention... But, I expect, everything about the U.S. political scene is about to change radically. "
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"The Saudi response to the competition of the Iranian system is a move towards more authoritarian rule. This is hoped to allow for more agile policies and responses. But the move breaks the traditional ruling system. It removes the sensible impediments to impulsive foreign policies. It creates the conditions for its very failure."
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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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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


Crisis económica?  Capitalismo digital y estado policiaco global   W  Robinson
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Alter      Constituciones para un mundo social y sostenible  F Cembranos, et.al
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ALC        Ent. a  Celia Alldridge:  “Paso adelante en converg de Mov sociales”
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Cuba      -Pretextos y manipulaciones contra Cuba  Manuel E. Yepe
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Chile     -Chile amanece mirando a la izquierda   Marcela Jimenez
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PRESS TV
Global situation described by Iranian observers.. Titles distorted n incomplete sentences


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