jueves, 1 de marzo de 2018

FEB 28 18 SIT EC y POL



FEB 28 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

US Economic situation today:

This is the first down-February for The Dow since 2009, the worst February for the S&P 500 in 9 years, first down-month since Oct 2016, and biggest monthly drop since Jan 2016 (right before the Shanghai Accord)...
See Chart:

This is also the worst month since August 2015 for 'balanced' portfolios with an aggregate bond and stock mix down dramatically (both bonds and stocks down)...
SEE Chart:

Treasuries rallied today, erasing the Powell Pop in yields from yesterday...
See chart:

The Dollar Index extended its recent gains today (best month for Dollar Index since Feb 2017) but continues to trade in a relatively narrow range...
See Chart:

Bonus Chart:  According to analysts at Bespoke Investment Group the high-flying technology sector hit a potentially ominous milestone on Tuesday: It now amounts to more than 25 percent of the S&P 500 Index.
See chart :

“It’s the first time the sector has made up at least a quarter of the S&P since a one-year period that ran from Thanksgiving 1999 through Thanksgiving 2000...Notably, the weighting only got above 25 percent for the final four months of the dot-com bubble when share prices were going insane.”
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"Investors have no doubt become accustomed to the easy gains provided by equity markets over the past ten years, and old habits are hard to break but we know valuations to be mean-reverting..."
See Chart:
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Authored by Charles Hugh Smith via OfTwoMinds blog,

The reality is these are winner take most fields of endeavor, and the vast majority of hopefuls will earn a tiny piece of the long-tail of income distribution.
See Chart at the source below
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A team of economists looking at a link between pregnancies and recessions, found that conception rates begin to drop before the economy starts its downturn, and maybe be used to predict recessions.
See Chart:
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In what may be the most unremarkable GDP revision in years, moments ago the BEA revised its initial Q4 GDP estimate from 2.6% to 2.5%, lowering the number by a few hundreds of a basis point, to 2.530% specifically, and in line with estimates.
See Chart
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"We agree with the market’s hawkish assessment of Powell’s comments. At this point we see roughly even odds that the median dot will show 3 hikes (2.125%) or 4 hikes (2.375%) for 2018 in March" - Goldman Sachs

The Treasury market sold off in response to those comments, as shown in Exhibit 1. Most investors appeared not to have anticipated that Powell would both acknowledge the incrementally better news and link it to the FOMC’s projections for its policy rate so soon and so straightforwardly.
Exhibit 1: The Bond Market Sold Off in Response to Powell’s Hawkish Comments
See chart:
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"It would take a big surprise from US ISM data to avoid a second monthly decline in global PMI measures. That, along with falling economic surprise indices, and signs that at a global level inflationary pressures aren't noticeably building, fuels the view that the growth spurt at the end of 2017 is now behind us."
See Chart:

Economic data confirms this: global economic surprise indices, and especially in the EU and US, have taken a clear turn lower.
See Chart:
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo


"Imagine for a moment a scheme in which American taxpayers were taken to the cleaners to the tune of hundreds of billions of dollars and there was barely a hint of criticism or outrage..."
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"This month’s stock market correction is still fresh in everyone’s mind. Many have even begun to wonder if the era of dark money was truly over... I don’t buy this at all. I believe these fears of inflation are overblown."
See chart:
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"Peter Schiff is right... The next downturn, which will come soon, is going to be a serious one and the Fed doesn’t have any magic whatsoever...central economic planning never works no matter how long they get away with it."
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Bad intentioned article:

"...and it all began in 1971, when the US Supreme Court decided a case called Griggs vs. Duke Power Co. The subject was employment requirements... and The Left jumped all over it."
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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


"If the system falls, it will be the fall of a monster. When banks try to call in their huge fiat debts, it could cause an avalanche of repercussions. The elite will be safe, but the vast majority will be left in dire straits. "
See Chart: The dollar v. Gold
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"... geopolitical turmoil is already causing disruptions in major oil-producing countries in the Middle East, raising questions about the region’s ability to supply the global market in the long run."
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"Everybody should understand that the US military are preparing the militaries of European states to use tactical nuclear weapons against Russia..."
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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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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


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Why One War When We Can Have Two!   By Eric Margolis
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Wake Up: STOP Rohingya Abuse   By Nobel Peace trio to Suu Kyi
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How the Pentagon Devours the Budget  By William D. Hartung
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Guns and Liberty    By Chris Hedges
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


Federal Reserve interest rate is at a record low right now, so the typical response of lowering it by 500 basis points will not be available as it usually is when the crisis comes. Without such monetary policy instruments, the US government will have to face a much longer crisis, he said.
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


USA       -¿Nunca más?  David Brooks
                -DACA y la traición a jornaleros indocumentados  Ilka Oliva
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COL        -El "socialicidio" colombiano  José Antonio Gutiérrez
                -Paulita: madre, rebelde... Elena  Comandante Antonio García
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                --Apuntes: fundamentación filosófica del laicismo  José María Agüera
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FEM       -Huelga feminista 8M: Por un 8-M violeta y sin banderas   Beatriz S
                -Cuando caen máscaras, causa espanto el rostro del capitalis Cecilia
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                -amor y odio entre el Pdo Comunis y el Frent Amplio   Macarena S
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VEN       -Para leer en la cola No 27   CRISOL  
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                -Una breve historia de los Peajes   Gustavo Guerra García          
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                Decretó la Indep de España adonde fue, pero no liberó a nadie.
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Keiser Report   Decisiones absurdas
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PRESS TV
Global situation described by Iranian observers..


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