JAN 29
18 SIT EC y POL 1
ND denounce Global-neoliberal
debacle y propone State-Social + Capit-compet in Econ
ZERO HEDGE ECONOMICS
Neoliberal globalization is
over. Financiers know it, they documented with graphics
Status of the US economic
crisis today:
Worst day for stocks and bonds in 6 weeks...
See chart:
VIX
remains notably divergent...
Energy,
Utes, Tech, and Financials took a dive today...
Airlines
saw no bip-buyers...
Krishna Mohan, Jitesh Thakkar,
Jiongsheng Zhao, James Vorley, Cedric Chanu and Andre Flotron
The Dollar rebounded - most since
October - briefly but once it tagged Trump's rescue bid highs, it rolled over
for the rest of the day
The
Dollar's modest gain was enough to spook commodities which were all lower
today...
See chart:
Finally, we noted that
investors can now earn 35bps more yield on a 2Y Treasury note than on the
S&P's dividend yield - the most since Aug 2008...
…
Article
Source: https://www.zerohedge.com/news/2018-01-29/bond-bloodbath-sparks-stock-slump-dollar-dead-cat-bounces
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" What the net
effect will be in 2018 remains to be seen, but the
organic trend is down and negative. A
familiar pattern that has presaged recessions to come."
I’ll leave you with another macro chart to noodle on. Federal receipts as a percent of GDP have been falling to
negative, including in 2017:
See chart:
…
See
more charts here:
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The dollar bomb:
"All seems to be well. Or does it?"
Most early business cycle indicators suggest that the global economy is pretty much roaring ahead. Production
and employment are rising. Firms keep investing and show decent profits.
International trade is expanding. Credit is easy to obtain. Stock prices keep
moving up to ever higher levels. All seems to be well. Or does it?
Unfortunately,
the economic upswing shows the devil’s footprints: central banks have
set it in motion with their extremely low, and in some countries even negative,
interest rate policy and rampant monetary expansion.
A destructive side effect
of fiat money is that the economy’s level of debt keeps rising over time: The
growth of credit keeps outpacing production gains. This is because in
a fiat money regime, credit-financed investments fall short of their expected
profitability, and credit-financed consumption is unproductive. Quite a few
investments turn out to be “flops. The economy gets caught in a debt trap. Credit-financed consumption and government spending
make it even worse. To be sure: IT HAS BECOME A PROBLEM ON A GLOBAL SCALE.
See charts in the Source of this art:
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Policy makers around the world might feel like patting
themselves on the back for slaying the deflationary dragon in recent years - even
Japan has enjoyed sustained price gains - but as Bloomberg's Mark Cudmore warns
"not
so fast."
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"There
seems to be a very large consensus that markets have entered into a 'permanently high plateau'...this
fairytale-like mindset has created an overwhelming sense of
complacency... The next bear
market will not be like the last, because it will be
spread across the entire financial ecosystem.."
See chart:
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We highlight major spending announcements by S&P 500 companies
since tax reform was passed, including one-time bonuses, base wage increases,
hiring plans, capex, charitable contributions and more.
See charts:
….
Source: https://www.zerohedge.com/news/2018-01-29/how-companies-are-spending-their-tax-reform-windfall
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Aside from credit worthiness and employment status, auto
lenders rely mostly on LTV ratios and maturity variations to measure risk. However,
little attention is given to the performance of the asset that backs the loans.
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"We
are not far from a point where nobody
will be able to believe anything official in this land...These are
conditions that can blow a society
up for real."
For those of us who are not admirers of President
Trump, it’s even more painful to see the Democratic opposition descend into
the stupendous dishonesty of the Russian Collusion story. When the
intelligentsia of the nation looses its ability to think — when it becomes a
dis-intelligentsia — then there are no stewards of reality left. Trump is
crazy enough, but the “resistance” is dragging the country into dangerous
madness.
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POLITICS
Seudo democ y sist duopolico in US is obsolete; it’s full of frauds & corruption. Urge
cambiarlo
"...in the Swiss resort, there’s almost a sense
of euphoria, it is extraordinary, and I think there’s a sense of
complacency...but
out there among the masses, there’s an avalanche of discontent..."
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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
“Hezbollah will not
need to equip themselves with ships like Israel, but we must assume they will use asymmetric
warfare to challenge Israeli technology
like land-to-sea missiles or
suicide ships like you see in Yemen,”
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"The only precedent for the scale of the
central bank balance sheet expansion of the past nearly 10 years
was during World War II..."
This raises the critical issue of central bank
credibility. For the risk raised by the Fed’s attempt to normalize
is that a stock market downtown may force it to reverse course; and with such a
reversal there is a much greater risk of a resulting loss of central bank
credibility.
This is because markets may conclude that central
banks will never be able to exit so-called unorthodox monetary policy.
….
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"On Jan. 29, 2018, a US EP-3 Aries aircraft was
intercepted by a Russian Su-27. This interaction was
determined to be unsafe due to the
Su-27 closing to within five feet and crossing directly through the EP-3's
flight path."
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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
Geopolitics & Econ-Pol
crisis that leads to more business-wars:
its profiteers US-NATO
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Geopolitical
Rivalries and Afghanistan’s Open-Ended War. China Extends its Influence to the
Detriment of America By Fraidoon Amel,
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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
Elizabeth
Currans – Sylvanna Falcón Feminist
Progress is Not Linear
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SPUTNIK
and RT SHOWS
Geopolitics & the nasty
business of US-NATO-Global-wars uncovered ..
RELATED:
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Back to feudal dogms: Finland Ablaze Over Dispute About God's
Gender
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RT SHOWS
CrossTalk Bullhorns:
Memo-gate
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NOTICIAS
IN SPANISH
Latino America looking for
alternatives to neoliberalism to break with Empire:
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-contra
la persecución a op: Sin miedo y con pluralidad de voces
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Con
idiotas en el poder de ambas Koreas es difícil la unificación
Que
pena que se pierda esta hermosa ocasión para avanzar
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Los
cárteles mexicanos cambian droga por petróleo que raro que no entren al bitoin
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PRESS
TV
Global situation described by
Iranian observers..
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Has the Holocaust been exploited to oppress
others?
And to kill many Pals
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