lunes, 12 de marzo de 2018

MAR 12 18 SIT EC y POL P2

MAR 12 18 SIT EC y POL P2
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:

While Nasdaq ripped, helped by chip stocks but FANG stocks rolled over (mainly due to NFLX)..
See Chart:

Although the put-call ratio has normalized to pre-crash levels...
See Chart:

And so has the VIX yield curve...
See Chart:

High yield bonds fell in price once again as did IG bonds, extending their losing streak. Last week was the 10th straight week that corporate borrowing costs have risen, the longest streak since 1994.
See Chart:

Treasury yields tumbled on the day, after two strong auctions, erasing Friday's hype..
See Chart:

With 30Y back below pre-payrolls levels...
See Chart:

The Dollar Index tumbled for the second day, erasing Thursday's spike higher...
See Chart:

See more charts at the source below
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On Friday we remarked how 'odd' the surge in stocks was relative to the unchanged levels of bonds, dollar, and gold. While this morning started exuberantly (as usual), stocks have given back their overnight gains and are sinking rapidly back to other asset-class realities.
SEE Chart:
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The interest on U.S. debt was $28.4Bn in February, up 10.6% from last February and the most for any February on record.
See Chart:
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"[The yield curve] is a strikingly accurate predictor of future economic activity...and while the current environment is somewhat special, the power of the term spread to predict economic slowdowns appears intact".
See Chart
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Neoliberal gluttoniers survive thanks to speculative-market-manipulation to get free money..

According to UBS, 55% of the EPS growth in 2018 will comes from just 2 things: tax cuts and stock buybacks, both of which are a direct consequence of Trump's tax reform.
See Chart:

What about the PE multiple it is applying to this number, which obviously has to be 20.1 for the numbers to fit.  See Chart: S&P 500 Price target of 3150 on EPS of $157
The answer is shown below, and represents one of the most glaring examples of goalseeking data we have ever seen, because apparently in a time when everyone is slashing PE multiples as a result of rising rates (even the market now expects 3 more hikes in 2018 which will send the Fed Funds rate to 2%), UBS not only goes the other way, but magically calculates that its "fitted" PE should be 28.8x...
See Chart:
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo


"Our founders’ default position was to keep power as far from Washington as possible.We can no longer afford to ignore their wisdom... lawmakers are mostly fat and happy alligators who feel pretty darn comfortable in the swamp..."
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"The sad truth about American schools is that they’re a mirror for the painful collapse of the society they supposedly serve - a process ongoing for decades before Ms. DeVos came on the scene."
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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

US pretexts to start WW3 against RU don’t work:
1-

"Schiff wanted to delay us... But only Tom Clancy... could take this series of inadvertent contacts... and weave that into sort of a fiction page turner, spy thriller."
2-

"I want you to understand: If you’re caught, the USA is going to disavow you and, at best, you get a bullet in the head."
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Following all the excitementback-patting, and media reports of the weekendThe BBC reports that South Korea says it has yet to receive a response from Pyongyang summit between North Korean leader Kim Jong-un and US President Donald Trump.

[[ If the purpose is to unite both Koreas the meeting should be bet them. No point in getting threats and blackmail from Trump .. Thadd-nuke-missiles is enough. It is evidence that US wants to start WW3 against China-RU and sacrifice both Koreas. If Securit is US concern .. dismantle US Nukes is the solu ]]
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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


Syria - The Fall Of Two Cities  By Moon Of Alabama
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The Illusion of War Without Casualties   By Nicolas J.S. Davies
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


RELATED:
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PRESS TV
Global situation described by Iranian observers..


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