MAR
4 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
"What
we have here, folks, is a conundrum. There is no respectful way out. But there are several shameful
ways out..."
Demanding More Debt?
Consumer debt, corporate debt, and
government debt are all going up. But that’s not all. Margin debt –
debt that investors borrow against their portfolio to buy more stocks – has hit
a record of $642.8
billion. What in the world are people thinking?
See Chart:
The higher education bubble is also based on a
faulty foundation of debt. The
business model generally requires signing credulous 18 year-olds up for massive
amounts of government backed student loans. From what we gather, federal student loan debt is closing in on $1.4 trillion.
See Chart:
Fundamental Divergence
You see, this is how the world works circa 2018. After decades of expanding consumer, corporate, and
government debt, the entire economy has been retooled and restructured to be entirely dependent on it.
What’s more, Federal Reserve policies have promoted it.
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/3-Debt-and-GDP-768x541.png?itok=mGGuBLfr
While this divergence between GDP and government debt is problematic, it ignores a much larger story. Specifically, it
ignores the story of unfunded liabilities...
Broken Promises
One generation always incubates the bacteria of the
ailments which dominate the next one. Yesterday’s
actions reared the things which [ can’t ] control the present. So, too, today’s actions breed the things which will [
can’t ] control tomorrow. [Brakets added to make sense on title’s
Artic]
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"With widespread reports that the President has ignored
the advice of leading advisors like Gary Cohn, it has become rational for those who believe in
free trade to wish for a sharp decline in the stock market." - Deutsche
Bank
Two peas in the same pod: Tariffs and weak USD policy.
President Trump’s proposed steel
tariff is leading to some strange contradictions.
I) With widespread reports that the
President has ignored the advice of leading advisors like Gary Cohn, it has become rational for those who believe
in free trade to wish for a sharp decline in the stock market, as
something the President may listen to on this issue. In light of the above,
here is another ironic piece of ‘good news’ – the Administration’s timing seems
poor. This is falling on an equity market that has already looked vulnerable,
concerned with the Fed’s response to inflation pressures, and an ‘unusual’ late
cycle fiscal stimulus. Risky assets are genuinely vulnerable, and again might speak to the White
House against ideas of a trade war that is ‘easy’ to win.
2) Very few observers expected the opening gambit on a trade war to be such
a blunt weapon that hurts some of the US’s long standing allies with free trade
credentials, like Canada, more than it directly impacts countries where trade
imbalances are stark like China. (Note the indirect impact on China is much larger than China’s
modest steel exports to the US, given China dominates global steel supply). The good news here, is the national security arguments are
difficult to defend, and the Administration has caused such a stir, there is more chance of long standing US
allies, and indeed the US business community, getting through to the White
House, than an action which directly targeted China alone.
3) Protectionism will create such a brouhaha, it
is going to very hard for the President to hold onto these mooted tariffs,
while a retreat to something that better fits ‘reciprocal trade’ is more
plausible. The market response highlights how much more effective
it is to use the exchange rate to quietly manipulate the relative price of
trade and non-tradables. This
is not recommended, as it represents an alternative ‘race to the bottom’, that
undermines the price of US assets (bonds and equities), but it does highlight
the extent to which mercantilist vision can view a weak USD policy, and
tariffs/protectionism, as peas in the same pod.
Certainly it fits with a world that believes the US has a weak USD policy.
See Chart:
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Source: https://www.zerohedge.com/news/2018-03-04/trumps-steel-tariff-leading-some-strange-contradictions
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"The potential withdrawal of
retail investors as the marginal buyer of equities could create clear downside
risk for equity markets for the near term"
See Chart:
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Forget war with Russia, China,
or nuclear threats from North Korea; ignore Middle East chaos; and don't worry
about global cyber-attacks on critical infrastructure. The
Economist Intelligence Unit 'scores' the greatest global risk right now is a
"prolonged fall in major stock markets."
See Chart: Global Risks scenarios
….
Source: https://www.zerohedge.com/news/2018-03-02/stock-market-drop-greatest-global-risk-according-economist
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"I
continue to expect the S&P 500 to
lose about two-thirds of its value over the completion of the current market
cycle. With market internals now unfavorable, following the most
offensive 'overvalued, overbought, overbullish' combination of market
conditions on record, our market
outlook has shifted to hard-negative. "
See Chart:
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This week alone should offer a return
to the times when intra day volatility allowed for price discovery is a little
quicker than we normally see we are starting to see signs that macro themes are
likely to become a little more mixed
See Chart:
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POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
Los GOPiest no se entienden .. Cual es más
terrorista que el otro?.. Solo los Dems les ganan: Huaco Massacre,
Bombing and destroying Yugoslavia, and Libia with State Sec Ms Clinton, then
Syria..
Like "throwing a big fat brick into a hornet's
nest."
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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 E.U. wants to further
increase their already massive tariffs and barriers on U.S. companies doing
business there, we will simply apply a
Tax on their Cars which freely pour into the U.S."
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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 ..
"He gave me documents and told me to slap them in the
face of the West and the UN," Amir-Abdollahian said, according to PRESS TV. CHECK: http://www.presstv.com/Detail/2018/03/04/554290/Iran-General-Qassem-Soleimani-Daesh
…
RELATED 1:
RELATED 2:
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RELATED 1:
RELATED 2:
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Israel & Saudis have it, Why not
N-K: Tests Suggest N Korea Has 'Capability of
Developing ICBMs' - Hong Kong Prof STOP HIPOCRISY: ALL NUKES MUST BE DIMANTLED starting in
Super-Power St
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to
break with Empire:
ESTE
ESPACIO TAMBIÉN APOYA LA HUELGA FEMINISTA el 8 deMarzo
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Los Dems son la peor peste pol en US: por eso
se votó por el mal menor Trump: la trampa
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Keiser Report La razón
de ser de los mercados financieros
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PRESS
TV
Global situation described by Iranian observers..
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Trump:
North Korea must ‘denuke’ before US We create the
prob: missiles in S-K. We disarm 1st
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