miércoles, 4 de abril de 2018

APR 4 18 SIT EC y POL

APR  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


Almost 1000 points off the lows on the heels of Larry Kudlow's comments after China escalates the global trade war?
On dwindling volume...
See Chart:

The stench of The PPT was rife today...
Chinese stocks went out weak after the trade tariff headlines...
See Chart:

S&P bounced back above its 200DMA...
See Chart:

But bank credit risk continues to break out...
See Chart:

The Dollar Index continued its tight-range-bounce going nowhere fast action.

Gold ended unchanged (but off its $1350-plus highs), silver dropped when crude ramped and copper dumped on trade (then pumped)...
See Chart:

Bonus Bonus Chart: Global Hedge Funds are UNCHANGED in three years...
SEE CHART:

SO: NOTHING HAS CHANGED.. we got the blow back .. &.. not even pain.. Let’s see tomorrow
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After the mess created by Tramp  .. come the ostrich policy.. hide& lie: “Ignorance is strength”

"There simply aren’t enough soybeans in the world outside of the U.S.
to meet China’s needs."    [[ Yea  sure.. What if Bra & Arg double their export to China? ]]
See Chart: 
China main destination of US agro-products

There certainly isn't enough production at home: China grows only about 14 million tonnes of soybeans, mainly to make food for human consumption, making it especially reliant on foreign imports, and thus, the US.
In short, by crippling US soybean imports, China may have shot itself in the leg.
First, some statistics: Brazil supplied half of China’s imports last year while the United States shipped around 33 million tonnes, about a third of the total. It is replacing those U.S. tonnes that will be no easy feat, if not impossible: crops in Argentina, the world’s No. 3 producer, have been hit by a drought, cutting exports from there to less than 7 million tonnes in the 2017/18 season, its smallest in a decade, according to the U.S. Department of Agriculture. Outside of Brazil, the United States and Argentina, about 17 million tonnes of soybeans comes from a handful of countries.
See Chart
Global soybean production in 2017-2018

“Sales from Brazil would normally end around September and it’s usually U.S. beans between October to March. Where do we get beans from during that time if we only buy from Brazil?”
Well, you get it from whoever is willing to sell, which they will: for a price. And as costs for hog farmers rise, that risks increasing the price of pork, a component of China’s consumer price index. And should food inflation rise too high, rumblings of social instability will re-emerge, as we saw back in 2011, and which prompted the Chinese government to rapidly tighten financial conditions in the process unleashing financial chaos around the globe and - according to some - the next leg of Europe's sovereign debt crisis.
Soybeans are a key input cost to Chinese pork prices and as a result a key source of food inflation
See Chart:
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"If the market keeps on falling, there will be the problem of what they do next."
See Chart:
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"Even with NY real estate prices, you do hit a point in which resistance sets in..."
See Chart:

After all, conventional wisdom would have you believe that real-estate values in dynamic urban centers like NYC could never fall - at least not meaningfully. The perception, as we pointed out back in February, is that world-class cities will never go out of style, and their already high-densities deeply limits supply.
See Chart:

But even if we see a strong rebound in Q2, perhaps the most important factor that has been driving the high-end real-estate boom exists outside the US. Chinese buyers, who've helped fuel the speculative boom, are finding it increasingly difficult to move their wealth offshore as China has cracked down on capital flows and, specifically, foreign real-estate transactions involving wealthy Chinese.
See Chart:  on China top targets
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo


The White House is apparently demonstrating once again that Trump has been tougher on Russia than any US administration since the Cold 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


Asset markets become the barometer of successful policy,
a job they simply aren’t suited for...

The US tariffs seem to have been chosen to make a point on economics and trade. China’s response today was driven by the desire to inflict as much visible political and financial market pain. It is hard to believe that a country with higher tariffs and US exports that are both labor intensive and almost four times its US imports can win a trade war. However, this could emerge if US policy is more sensitive to asset prices and politically sensitive products than China’s policy is to the goods that are newly tariffed.
At today's cash open... doom and gloom.
See Chart:
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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


The Coming Collapse of the American Economic System   By Chris Hedges and Richard Wolff
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COUNTER PUNCH 


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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


ACCIDENT? US AIR FORCE REVEALS INSIDE OF SPECIAL OPS AIRCRAFT (VIDEO)  https://sputniknews.com/military/201804051063222998-us-air-force-inside-spec-ops/
How could the 353rd Special Operations Group at Kadena Air Base have allowed Defense News an inside look of one of its aircraft used for secret missions? The answer is pretty simple: everything contained in Defense News' video was approved for public release by the base's public affairs office.
"What's really funny about this is that the footage was recorded well before the Air Force's crackdown and that the unidentified ‘staff writer' didn't reach out for comment," Martin, the Defense News reporter, said in a tweet Tuesday.
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On ‘Trump’s decision-making’  it reveal  inefficiency plus.. When Saudi Arabia and Israel call for the US to remain in Syria, the Presid asked the former to play a greater role themselves. Do you think it’s at all likely that we may see these countries playing a greater military role when the US does pull out?
John Steppling add:  I think it was a year and a half ago that Trump said he was going to stop the CIA funding of the Jihadi rebels trying to topple Assad. This was a kind of perception management. I don’t think the funding has stopped at all and it certainly hasn’t stopped by Saudi Arabia and they’re being sold more weapons than ever by the US and the UK.

Finally, US generals, such as commander of US Central Command, Joseph Votel, have said that if the US pulls out then it could create room for the regrowth of Daesh – is there some truth to that or is it just an attempt to justify remaining?
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Racism has deep roots in American Society
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if Skripal was poisoned at his residence, the pets would also have suffered sympt from  nerve agent
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


PAL        -La matanza de Gaza  Teresa Aranguren
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Siria       -Caída de Afrin y próxima fase de guerra siria  Patrick Cockburn
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Ecuad    -Ent a Pres  Lenín Moreno: “Somos gente de izquierda”  I Ramonet
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USA       -El largo asesinato de Martin Luther King  Paul Street
                --50 años después:   Resurrección  David Brooks
                --La utopía de Martin Luther King   Germán Gorraiz López  
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                -Londres, ese paraíso fiscal  Luca Manes
                -Cuad poscrisis 6:  Cuatro coment sobre debate: las pensiones A R A
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FEM       -Feminismo para acabar con el capitalismo  Laia Facet
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OPIN     -De mercenarios y yihadistas  Susana Merino
                -En torno a la cultura de lo espectacular  Antonio Lorca
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Cultu     --La apuesta política de Cortázar  Santiago Suquillo
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ECOL      -Glencore:  El impacto de la multinacional  Darío Aranda
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Afric      -Ramaphosa y el bloque geopolítico sudafricano  Alberto y Javier
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ALC        -Berta Cáceres:  A 25 meses, los autores intelect siguen libres  G T
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                -Historias paralelas y distantes:  Lula y AMLO en el 2018  A Avila
                -Soplan otros vientos en el Sur  Emiliano Guido
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COL        -El gran hipnotizador  Manuel Humberto Restrepo 
                 -Asesinada la líder campesina María Magdalena Cruz R               ojas
                - ¡Hay que avanzar con la gente!  Fernando Dorado 
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                -Conectar salud con tecnologías… una necesidad  Yaditza del Sol G
                --Acopio, comercio y planificación  Juan Triana Cordoví
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Españ    - El futuro explica el presente  Julio Anguita
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MEX       --Mérida ante la blancura del espejo  Cristóbal León Campos
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Mund    -¿Cuánto cuesta la paz?  Denise Cook Maude
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                -Lima post crisis y en víspera de la cumbre  Gvo Espinoza M.  
                - ¿Llegará Vizcarra al 2021?    Cecilia Remón 
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                - US no quiere una base en Ecuad, quiere algo más devastador  M P
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ALAI       -América Latina  Abril de lucha y de victoria  Geraldina Colotti 
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PRESS TV
Global situation described by Iranian observers..


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