sábado, 3 de marzo de 2018

MAR 2 18 SIT EC y POL



MAR 2 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


"No, the bond bull run is not over... There are still tremendous secular disinflationary forces in the world, including worsening demographics, which I view as critically important, as well as the outsized debt burden, both of which will ultimately constrain economic growth and cap bond yields."
See Chart:
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"A global trade war looms... It's economic and mathematical madness."
See Chart:
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More consumers reported that they had recently heard favorable news about recent economic developments in February than at any other time since 1984.
See Chart:
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While it appears the market's demise is being pinned on President Trump's trade-wars turmoil, we humbly suggest there are more than a few other reasons why stocks are behaving badly this week...
See Chart:
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Lagrimas de cocodrilo .. Crocodile tears.  Pillonaires know: neoliberal system is over
"The QE-Unwind proceeded as planned throughout the sell-off. And I expect this to continue... This Fed isn’t going to try to bail out every whiner on Wall Street."

See chart1: QE Unwind a work at the source below: The copy of this Charts were blocked
See also Chart2: QE Unwind, with 2-3 Months Lag at the source below
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THE MARKET'S JUNK PROBLEM  [[ market?  or profiteers of the Market? ]]

But as long as JNK remains below the broken trend line, markets are having a junk problem...
See Chart:
The real Chart was hidden. “Ignorance is strength” . You can see it at the source below
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So who's holding the hot potato of systemic risk now? Everyone.

Here is what a "guaranteed gains by buying the dip" market looks like: just bet that central banks will buy every dip and suppress volatility, and you're a genius.
See Chart:
Until the recent spot of bother that destroyed the short-volatility trade, betting on declining volatility "guaranteed gains":
See this Chart
Good but blocked to copy image. OPEN
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La sinrazon de los pillonarios: se gasta mucho en la nacion (medicare..)  y poco en la inversión
"The US Treasury is telling you that between the federal debt and unfunded liabilities, the US is $70 trillion in the hole and despite record tax revenue, record stock and real estate valuations... the US is bankrupt."

In search of higher economic growth rates, the US federal government is again running huge deficits in a vain attempt to grow its way out of the hole it finds itself.  In an attempt to hit a growth "home run" and achieve 3.5% GDP (or about a $700 billion increase in economic activity via debt fueled deficit spending), the federal government will undertake $1+ trillion in new debt plus $2 to $3 trillion increase in unfunded liabilitiesIf a more realistic 2% GDP growth is achieved, that's a $400 billion "growth" on a net increase of $3 to $4 trillion in federal debt and UL's.  The chart below shows annual GDP "growth" minus the annual deficit incurred to achieve the growth, from 2000 through 2017.  Plus estimated "growth" through 2025 based on 2% GDP "growth"?!?
See Chart

As of October 1st of 2007 (the start of the 2008 Federal Government fiscal year), federal debt stood at $9 trillion and 70 billion.  In the subsequent ten years and nearly five months, the US federal debt has grown $11 trillion and 785 billion and now stands at $20 trillion and 855 billion (chart below).  Over the same period, US GDP grew $5 trillion and 169 billion. 

Simply put, for every $1 of new federal debt undertaken, the US achieved $0.44 cents of economic activity or "growth".  However, as the chart below shows, the huge increase in federal debt (red line) was accompanied by a minimal increase in interest payable on all that debt (blue line).  The boxes detail the total debt incurred during each period against the annual increase in interest payments on that additional debt.  The Federal Reserve is primarily to thank for the cheapening of debt and encouragement to undertake all that debt, but many fear the same Fed is set to hike those interest payments with its ongoing rate hikes.
See Chart:

So, a little focus on that $49 trillion unfunded liability (UL) portion (solid red line) seems due.  Charted below is the UL, according to the US Treasury, from 2000 through 2017 alongside the federal debt (dashed red line), and Gross Domestic Product (market value of all goods and services provided, annually).

Clearly, UL's and federal debt are far larger and growing so much faster than economic growth represented by GDPSince '00, GDP has not quite doubled (+88%) while UL's have more than doubled (+157%) and federal debt has nearly tripled (+258%).  You may notice a dip in the UL from 2009 to 2010...a $15 trillion dip essentially overnight, when America's UL fell by a third?!?  This was the estimated impact of the ACA, aka Obamacare.
RELATED: Pillonaries’ world is improving.. everything is awesome

It only takes a few minutes of cable news to get the feeling that the world is heading into a tailspin... so here six megatrends that show that in many important ways, our world is improving drastically.
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Trade misbalance.. another big problem: Our focus is on war-business not in sustainable devept

...a lumber shortage has pushed prices to their highest levels since the financial crisis as wildfires and a blossoming trade spat between the US and Canada have choked off some supplies.

Like all commodity producers and distributors, lumber suppliers have been struggling with higher transportation costs due to a shortage of drivers and, for major freight railroads, a shortage of cars and routes.
See Chart:

As a result, homebuilders are being forced to pass on thousands of dollars in additional costs to the buyers, perhaps one reason why new- and pending- home sales have fallen recently...
See Chart:
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The mailman is the problem.. not the content of the mail: rotten logic

Available size at the top of the book in the US equity futures market - i.e. how many futures can trade without impacting price - has deteriorated sharply and has remained depressed since Feb 5th. Here's why.
See Chart:
RELATED:

"This double tightening isn’t something the market has fully absorbed yet, although what happened in early February was an early warning sign..."
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo

Same parties.. same problem. Both Dems & Gops are pests to be eradicated

In an eerie analogue of what is about to take place, on March 5, 2002 President George W. Bush imposed tariffs as high as 30% on steel imports. What happened next is memorable...
See Chart:
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"...what Washington desperately needs right now is some perspective and an honest conversation about the realities of the Middle East. Not alarmism...The last thing the overstretched U.S. military needs is another hot war. It’s already pretty busy."
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If arms-race is the problem.. CUT the arm-race is the solution: TIME  to DISMANTLE NUKES
STUPID: you won’t cure the ugly obese monster .. by given them more wrong food
Efforts to contain Russia have failed - face it..."
RELATED:
Wrong title: FACT “ we build the stage to WW3” .. but SUMMIT is a more sensible view
PUTIN'S ULTIMATUM IS THE NEXT STAGE OF THE WAR  There was not such ultimat: nasty distort

"...expect a major summit between Trump and Putin this year.  Trump cannot hide behind the Democrats’ lunacy in the face of what Putin just announced...They have to talk formally about how to pull the world back from what appears to be the brink of war."
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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


As if markets did not have enough to worry about with this weekend's Italian election and SPD "grand coalition" referendum, overnight stocks were slammed by Trump doubling down on threats of global trade war coupled with a warning from BOJ governor Kuroda that Japan's QE may be coming to an end.
See Chart:
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NEOLIBERAL Economics is condemned to fail: it creates explosive inequalit in favor of rich 1%
[[ Trade is only part of the neoliberal mess: there won’t be fair trade with wrong rulers  ]]

As a general rule, when you add "war" to your description of an event, it’s a pretty strong suggestion that it is unlikely to be either good or easy.
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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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Standing up Against America   By David Macilwain
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Islam and the West: What Went Wrong and Why  By Amir Nour mix Islam with war & Pol: M-Prob
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COUNTER PUNCH 


Jason Hirthler  Colonizing the Western Mind
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Andrew Levine  What Next for Trump: War?
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


In the event of an impending nuclear attack, or if there is a threat to the country's existence
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Leave them alone!  Dismantle of NUKES should start AT THE TOP: NATOs allies & RU-Ch
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RELATED 1
RELATED 2
RELATED 3
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RT SHOWS
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Keiser Report   Episode 1196  Max and Stacy discuss JP Morgan stacking silver in response to Max Keiser, and also about the whistleblower claiming the VIX index is manipulated. 2P:Max-Feierstein
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


BRA        - Brasil tras los pasos de México  Raúl Zibechi
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                -Puerto Rico:  Cooperativismo vs empresariado  Claudio Raúl Cruz
                -Honduras  Berta: A dos años de tu siembra, tus palabras nos inspiran
                -ARG: “La historia nos absolverá”  Adriana Meyer
                -Boliv: Tía Flora, sólo estás dormida  Ernesto Joaniquina Hidalgo
                -Honduras: Gualcarque, río Berta Cáceres   Galel Cárdenas
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                -Derrotar el hambre exige el aporte de mujers rurales Orlando Milesi
                -COL: El feminismo de Paula Victoria Padilla y Ana Guevara
                -PAL: Las mujeres del mundo se movilizan por Siria
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Ecol        - Cambio climático, no me grites que no te veo Eva García y Andrés B
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Cult        - -El manifiesto: un latido de Marx  Higinio Polo
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PAL        -No digan que no sabían  María Landi
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Ecuad    -Luis Macas, quichua de relevancia  Ileana Almeida
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Cuba      -A propósito de la prensa en Cuba  María Antonia Borroto
                -Cambio: -Propuestas, fines y autores  Marco Velázquez
                -Florida, un lugar de alto peligro para la vida  Arthur González
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Detrás de la noticia  ¿Agencia Central de Intervenciones?
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PRESS TV
Global situation described by Iranian observers..


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