APR
25 18 SIT EC y POL
ND denounce Global-neoliberal debacle y propone State-Social
+ Capit-compet in Econ
US n GEO-POL NEWS
SPUTNIK and RT SHOWS
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to
break with Empire:
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Vergonzosa pieza de teatro:
Trato a Macron como perrito faldero.. Se lo merece
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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n
chances of WW3
The French president is little more than a cypher, a
flunkey, a perfect little poodle for Washington.
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Why aren’t Trump, May, and Macron on trial? Continue
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We’re about to learn a lot more about how the Democratic
Party really works behind the scenes.
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The bill has been heralded in Israel as a “a landmark bill”
that will lead change in the U.S. n world.
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COUNTER PUNCH
Focus on US issues
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars: its profiteers US-NATO
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ZERO HEDGE ECONOMICS
Neoliberal globalization is over. Financiers know it, they
documented with graphics
The US economic situation today
No macro data today for US but
earnings "beats" were met with "sell the news" but
dip-buyers stepped in to save the day...
Futures show the chaotic trading
around the pre-open to EU close... and then the standard buying panic into the
close...
See Chart
Banks were mixed today but Goldman
keeps sliding...
See Chart
Bond yields and the dollar continue
to rise together - and stocks fall...
See Chart:
Breaking its 100DMA, testing up to
its 200DMA...
See Chart
…
…
SOURCE: https://www.zerohedge.com/news/2018-04-25/boeing-bounce-saves-stocks-bond-bloodbath-continues
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The Department of Justice is
reportedly investigating Huawei Technologies, the Chinese smartphone giant, for possible sanctions violations related to
Iran...
See Chart
Nasdaq is now at 3-week lows...
See Chart:
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After Boeing's beat sparked
pre-market buying, sending The Dow green as the cash session opened, TV pundits
proclaimed the 'greatness' of earnings season. But that didn't last long...
See Chart:
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Source: https://www.zerohedge.com/news/2018-04-25/dow-dumps-below-yesterdays-lows-boeing-gives-gains
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It appears investors are losing faith
in the 'follow-the-leader' strategy, as the iShares Edge MSCI USA Momentum Factor ETF lost almost $500 million,
the biggest withdrawal since the fund's inception...
See Chart:
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"If wealth
without work is one of Ghandi’s seven deadly sins, paper wealth without production that is
consumed is surely inflationary..."
Read this:
Wealth Without Production = Inflation
If wealth without work is one
of Ghandi’s seven deadly
sins, paper wealth without
production that is consumed is surely inflationary. Go no
further than than the real estate market to confirm this thesis.
How ironic it is the global
central banks that have printed trillions over the last decade to generate the
asset inflation to stimulate demand to keep the global economy afloat have not
suffered the inflationary consequences of their actions. At least, not
yet.
The
rich have become richer and spend proportionally less, and the poor have become
poorer and cannot spend more.
INFLATION
Rents and housing prices are skyrocketing, though maybe not
in Manhattan.
Food prices are rising.
Gas prices are spiking.
My Verizon bill suddenly spiked $150
per month with new surcharges, so off to Sprint.
Moreover, there is no labor to rebuild the housing market in
our fire-ravaged
county.
So, of course, there is no inflation.
And how the heck do you correctly measure inflation with
dynamic pricing anyway?
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Two-year Treasuries offer reasonable returns for the first time in a
decade. Tied as they are to Federal Reserve
policy, they will only stop rising once markets feel they have the central
bank’s intentions fully baked into bond prices.
See Chart:
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SOURCE: https://www.zerohedge.com/news/2018-04-25/its-2-year-yields-not-10-years-we-worry-about-most
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The rising
popularity of passive investing will play a role in making it more likely that correlations between asset
classes and sectors will behave differently in the next downturn than
they have in the past.
Under
Appreciated Price Action
S&P
500/UST Correlation
See Chart:
Something
is different this time
See Chart:
This graph serves as a reminder that passive investing has grown significantly over the past 10 years.
In our opinion this popularity will play a role in making it more likely that
correlations between asset classes and sectors will behave differently in the
next downturn than they have in the past. As such
alternative hedging strategies should be considered now.
CONCLUSIONS
- Passive
funds and strategies have increased the likelihood that future
correlations between asset classes and the S&P 500 and its
constituents are higher
- Equity
and fixed income correlations have increased recently, rendering fixed income
hedges for equities not as dependable
- Gold
and commodities as measured by the CRB index have also not been as good an
equity hedge as in the past
- Long
equity volatility (VIX) has thus far proven a good ballast for stock and
fixed income hedging
- Traditional
safety, low beta, equity sectors have been well correlated to other
sectors and the equity market as a whole
- Higher
beta equity indexes (Russel 2k and the NASDAQ) have moved nearly perfectly
in line with the S&P 500
- It
is too early to tell if the market is topping or just taking a breather,
but the signals discussed in this article and others we did not highlight,
should be taken seriously
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US POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
“On
overseas trips, the admiral would go
down the aisle way of the airplane and say, 'All right, who wants to go
to sleep?' And hand out the
prescription drugs like they were candy..."
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"New York, Los Angeles,
Chicago - the places where power and capital have traditionally
congregated - have becomeso
over-regulated, so overpriced and mismanaged, and so morally bankrupt and soft
on crime that people are leaving in droves. "
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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
"We live in an era that represents an
ultimate crossroads for civilization; a time of great uncertainty. Will we
seek truth in the trials we face, and thus the ability to create our own
solutions? Or, will we take a seemingly easier road by embracing
whatever solutions are handed to us by the establishment?"
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RUSSIA
TO SEND ADVANCED ANTI-AIRCRAFT MISSILES TO SYRIA, WARNS ISRAEL OF
"CATASTROPHIC CONSEQUENCES"
While
Israel wants "freedom of action over Syria’s sky", Russia is about to
supply Assad with modern anti-aircraft missiles while warning that Israel that
any attacks would lead to "catastrophic consequences"
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The ECB's
CSPP pace has fallen sharply over the last four weeks Is this a signal that a
new CSPP regime has started in Q2, three months earlier than we expected?
According to DB, "the ECB may
well have decided to slow down corporate purchases in Q2 already in order to
wean the market off the addictive effects of the CSPP."
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One unexploded Tomahawk cruise missile and
one high accuracy air-launched missile
launched by the US and its allies on Syria on April 14 have been brought to Moscow...
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"France
will not leave the JCPOA because we've signed it. We can work on a more
comprehensive deal."
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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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PRESS TV
Global situation described by Iranian observers..
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