FEB 14 18 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Econ
Press the blue
- Stocks Gain, Treasuries Steady Before Key Inflation Data (BBG)
- AT&T Targets DOJ Antitrust Chief in Time Warner Fight (WSJ)
- Why Today Could Be Huge for the VIX (BBG)
ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
US Economic
situation today:
Before we start,
let's summarize what we learned today (courtesy of
@Lee_Saks)
- Yields: many many rate hikes
- Dollar: no rate hikes
- Stocks: mmm maybe some rate hikes
- Gold: we blew up the fed. no rate hikes.
See chart:
Stocks: This is the 4th short-squeeze day in a row - and today's
squeeze was the biggest since Feb 2017...
See chart:
Risk-Parity
funds are not exactly rebounding from their losses...
See Chart:
10Y broke
out to its highest since Jan 2014...almost reaching 2.92% today...stocks now
love higher rates?
See chart:
The Dollar
Index spiked on CPI but then collapsed...BBDXY is down 4 days in a row, today
was worst day for USD since The Mnuchin Massacre
See chart:
As USDJPY
tumbled today, so Gold spiked...
See chart:
Notably,
as the dollar tumbled both gold and bitcoin were bid...
See chart:
Finally, we
noted that Atlanta Fed's GDPNOW model has already plunged from a 5.4% estimate
to 3.25% today... just as it always does...
See chart:
…
Source: https://www.zerohedge.com/news/2018-02-14/hotflation-sparks-gold-surge-dollar-purge-stock-splurge
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This could
be the start of another dreaded stagflation
episode, in which shrinking retail sales and rising inflation
diverge to the point where they drag the economy into a
recession.
Lost in the chaos surrounding the blistering January
inflation print, i.e. the market's worst case scenario which sent yields and
the dollar soaring, and futures tumbling, was a just as troubling indication
that the US consumer has officially tapped out, after January
retail sales dropped by -0.2%, badly missing expectations of a 0.3% increase,
and the biggest decline since February 2017.
See Chart
But what is most troubling is that this sharp decline in
retail sales takes place just as inflation is spiking, confirming that this could be the start of
another dreaded stagflation episode in which retail sales and CPI diverge to
the point where they drag the economy into a recession.
See chart:
https://www.zerohedge.com/sites/default/files/inline-images/2018-02-14%20%281%29_0.jpg?itok=vjn0qaoo
But the
worst news: the US consumer is now tapped out, with personal savings
just shy of all time lows.
See chart: Personal Savings Rate in
the source below:
Which means any
further increases in spending will be reliant entirely on rising credit card usage, which in a time of rising rates and
surging APRs, is virtually certainly not to happen.
…
Source https://www.zerohedge.com/news/2018-02-14/stagflation-retail-sales-tumble-just-inflation-spikes
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(For those of you who desperately need silver
linings, it looks as the US
savings rate is likely to be revised up.)
See chart:
…
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Real
average hourly earnings have risen only
once in the last 6 months...
See chart:
January's 0.2% MoM drop is bigger than expected and confirms
the first 6-month drop in over a year as wages appear
to have stagnated for two years now...
Real average hourly earning
See Chart:
But didn't the entire market crap
itself at hit wage growth print from the BLS two Fridays ago (that everyone and
their cat now knows was due to hours worked adjustments)?
…
Source: https://www.zerohedge.com/news/2018-02-14/wage-growth-real-hourly-earnings-are-slowing-notably
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"Yet
another Fed-inspired financial Ponzi scheme now looks set to collapse into the
deflationary dust. But the post-mortem will identify President Trump’s
ludicrously timed fiscal stimulus as a key trigger for
the collapse." - Albert
Edwards
See Chart:
The US 10y spec positioning shows huge short position
See chart:
US Public sector budget has huge
deficit and the debt in relation to GDP is catastrophic
See charts:
Most Central Bank economists believe
the equilibrium real interest rate declined sharply
See Chart:
IN SHORT: After some
eighteen months of surprising to the downside, US wage
and price inflation are rising briskly, putting intense downward pressure on
financial markets. Yet another Fed-inspired financial Ponzi scheme now looks set to
collapse into the deflationary dust. But the post-mortem will identify President
Trump’s ludicrously timed fiscal stimulus as a key
trigger for the collapse. A 15% deficit will be his legacy.
…
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POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
OIL the other war between
US-RU
Back in 2014, U.S. shale production
was growing so fast that it ended up crashing the market. Now, history could be repeating
itself...
RELATED:
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"This implementation has practical significance, allowing the use of
cryptocurrencies as a payment option in a state revenue system legitimizes them
as an everyday alternative payment medium."
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"She’s sending herself an
email talking about a conversation on January 5 with the president, reassuring herself, and the president, that THIS WOULD BE DONE BY THE BOOK..."
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"BY
THE BOOK," EH?
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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
"Certainly, it is unpleasant,
as it will prove a stumbling block for companies and banks, and will slow down
work. However, the companies
are technically and psychologically ready for the shutdown as this threat was
repeatedly voiced..."
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"...quite
frankly, the biggest concern is its designed
to carry long-range weapons."
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Gazprom’s Power of Siberia pipeline is more than two-thirds complete. It will be delivering gas to China by the end of this
year. A second pipeline
is still under discussion...
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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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COUNTER PUNCH
Sharmini Peries - Michael Hudson Trump
Privatizes America
ANIS SHIVANI Immigration
Law is by Nature Exclusionary and Racist
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Conn Hallinan A
Dangerous Turn in U.S. Foreign Policy
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars
uncovered ..
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Police:
Florida School Shooter a Student and Junior Reserve Officers Member https://sputniknews.com/us/201802151061670908-florida-school-shooter-a-student-junior-reserve-officers-member/
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1-Se debe obligar la licencia para poseer armas (lo
que supone prohibir venta por empresas privadas no authorizadas). 2- debe obligarse
el chequeo psicológico a adultos que quieran poseerlas y prohibir su venta a
teenagers o menores de edad. 3-se debe prohibir la venta a Personas que
frecuentan bares, a personas con record de drogas, alcoholismo y de carácter ultra-inestable
(fighters). 4 Se debe instituir el chequeo ad-random de legales poseedores de
armas para ver si las tienen lejos del alcance de menores de edad y de no calificados
para usarlas. En los 4 casos se debe imponer severas penas, lo que incluye cárcel
si hay reincidencia, además de la incautación del arma.
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Nicolas Cruz, former student: He
Wasn't Allowed on Campus': Unverified Rep Name the Shooter, Call Him Known
Threat
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US
Buys More Bombs to Target Nuclear Weapons Stored Underground Pro-war behavior
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US
Marines to Get More PSYOP Tools More pro-war staff
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UN
Praises Saudi Humanitarian Efforts in Yemen for Crisis Saudis Caused very controversial
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to
break with Empire:
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Bravo! Asi se fabrica la PAZ antimperialista en
el Oriente Medio
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-Josefina Samper, VIVIRA
SIEMPRE en nuestros corazones
-En
tiempos de guerra la solidaridad FEM crece en la
lucha diaria
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-Lucha anti-sistema
imperial y por PAZ lo es todo. Sube al tren Iosu!
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“La
Desilusión de 1 Sacerdote”, “Hacia 1 Moral sin dogmas” me bastó
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Reconoció
que la del US es más hermosa. Tu también eres muy hermosa.
T
u habilidad deportiva y tus ojos divinos encantan al mundo entero = A++
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Estados Unidos crea 'peligro ruso' para
justificar la existencia OTAN y Pillonarios del Mi-In-Compl
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Keiser Report Criptodivisas: la batalla por la libertad
del ser humano
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PRESS TV
Global situation described by Iranian observers..
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