FEB 22 18 SIT EC y POL
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
Economic situation today:
China is back from its New Year celebration (China stocks
gained - playing catch up), and The Dollar dropped for the first since they left...
See Chart:
Zooming in, it's clear the machines
were testing yesterday's post-FOMC Minutes plunge lows...
See chafrt:
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Rates and
valuations can rise together—to a point. At some point the negative
relationship between rates and valuations reasserts itself.
This showed the unmistakable correlation shift between 10Y
yields and the S&P, which we said is
"considerably worrisome for investors."
See Chart:
Meanwhile, we also showed that the bond-equity correlation,
which has been predominantly negative since the Lehman crisis, had started
creeping up towards positive territory. Specifically, we said that "the 90-day correlation between stock (SPY) and bond
(TLT) markets has surged ominously in the last few weeks."
See chart:
They are, and here is the simplest reason why in just 9
words: "Every market
crash has been preceded by Fed tightening."
See Chart:
Still, BofA: Over the past 64 years,
stocks have exhibited a weak and inconsistent correlation with interest rates
(-11%).
See chart:
And now it's flipped again... and it's not the only one: as
the following Bloomberg chart show, the 6-month rolling
correlation between stocks and the dollar, which was also positive for the past
4 years, has turned sharply negative.
See Chart:
What that point is, is of course the
$64 trillion question: while some have suggested
2.75%, some
3.0% the latest and greatest estimation of this inflection point came from
Credit Suisse this week, which calculated that the day
of reckoning for stocks will take place just as the 10Y yield hits 3.50%.
See chart:
Of course, by the time the 10Y
actually does hit 3.5% it will be far too late as anticipating traders
will have been busy front running this event... and selling; it explains
why the closer we get to 3.00%... or 3.50%, the greater the divergence between
the 10Y and the S&P, and why the higher yields go, the
more negative the correlation, until it eventually snaps back when stocks
finally capitulate and the next crash hits.
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Source: https://www.zerohedge.com/news/2018-02-22/why-markets-most-important-correlation-has-flipped
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"Both
know all about speed, crashes, risk management, and holding on. Which is maybe why the US Luge Team and
Bitcoin are made for each other..."
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"The point is... an
unexpected bill from congress helped to push an already nervous market over the
edge. And that brings us to today..."
See chart:
….
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"The Federal Reserve is the beating heart of big government, military empire, and the welfare state,"
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After its 100% bounce off the early Feb lows, Bitcoin has slipped back below $10,000 this morning, catching down to Nasdaq's flatline from Friday...
See Chart:
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"Concerns were also expressed about recent statements in
the international arena about exchange rate
developments and, more broadly, the overall state of international
relations."
See Chart:
…
Source: https://www.zerohedge.com/news/2018-02-22/ecb-minutes-reveal-fears-about-currency-wars-euro-slides
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After sliding initially in Thursday's
session, S&P futures have since staged a rebound, rising as much as 20 points
from session lows, and are currently back in the green, modestly above 2,700.
See Chart:
The rebound was helped by the end of
the USD rally, as the dollar’s boost following the Fed minutes proved
short-lived as the U.S. currency struggled to gain for a fifth day.
See Chart:
…
Source: https://www.zerohedge.com/news/2018-02-22/sp-futures-rebound-dollar-rally-fizzles-yields-drop
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POLITICS
Seudo democ y sist duopolico in US is obsolete; it’s full of frauds & corruption. Urge cambiarlo
"When a country armed to
the teeth with nuclear weapons and overwhelmed by its own exceptionalism
and indispensability has political and media lunatics equating a click-bait commercial marketing scheme with
Pearl Harbor, that country is a recipe
for the end of the world..."
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There is still no clear proof that the Russian government interfered
with the 2016 US elections in any meaningful way. Which is weird, because Russia and every
other country on earth would be perfectly justified in doing so."
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Though the media
often attempts to twist the gun rights debate into a web of complexity, gun rights is in fact a rather simple issue - either you
believe that people have an inherent right to self defense, or you don’t. All other arguments are a peripheral distraction...
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"If a potential 'sicko shooter' knows that a
school has a large number of very weapons talented
teachers (and others) who will be
instantly shooting, the sicko will NEVER attack that school...problem solved. Must be offensive, defense alone won’t work!"
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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
Can we trust anything the British said?
"Behind the
scenes, Sweden wanted to drop the
extradition case against Assange back in 2013. Why
was this not made public? Because Britain
persuaded Sweden to pretend that they still wished to pursue the case."
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GLOBAL
RESEARCH
Geopolitics & Econ-Pol
crisis that leads to more business-wars:
its profiteers US-NATO
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SPUTNIK
and RT SHOWS
Geopolitics & the nasty
business of US-NATO-Global-wars uncovered ..
RELATED:
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RELATED 1:
RELATED 2:
RELATED 3:
Turkey’s Warning
Following Syrian government
forces’ attempted advances towards Afrin, Turkish President Recep Tayyip
Erdogan issued a statement, claiming that the Syrian convoy had to retreat
under the Turkish warning fire in the area of the besieged
Afrin.
“Tonight about a dozen pickups were seen moving
towards Afrin. But then there was shelling [from the side of the
Turkish Armed Forces], and they had to return. So far, this is all over.
Yesterday we spoke with respected [Russian President Vladimir] Putin and
respected [Iranian President Hassan] Rouhani; we have agreements on this
topic. Unfortunately, some terrorist groups sometimes make erroneous decisions
themselves, this is unacceptable, and they will be held accountable
for it,” Erdogan told journalists in Ankara.
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RT SHOWS
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Keiser
Report Episode
1192 Max and Stacy discuss
infrastructure projects and human migration. They look at China, where they
went from almost no bullet trains a decade ago, to the longest high-speed rail
network in the world.
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NOTICIAS
IN SPANISH
Latino America looking for
alternatives to neoliberalism to break with Empire:
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Econ Ent D Harvey:
no construimos ciudades para la gente, sino para que”
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USA -Noam
Chomsky: "Trump está dando a las élites todo lo que
quieren"
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Chile Ent
a P Tapia: Batalla de trabajad del gas y contradic en refor
laboral
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Primer oro para Rusia en los JJ.OO.:
La rusa Zaguítova se corona a sus 15 años en patinaje artístico
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PRESS
TV
Global situation described by
Iranian observers..
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