jueves, 5 de abril de 2018

APR 5 18 SIT EC y POL



APR  5  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


"How does one solve a problem of too much debt when bond restructurings and haircuts are no longer palatable? Inflation. Thus, without convincing signs of it soon, the risk becomes that markets pivot to feeling uneasy about the world’s debt sustainability."
See Chart: 
Best chart so far: Infation: The world has never had more debt (global debt growth , $tr.)

Goldman's most startling admission, by far, is the following: "the continued growth of public debt raises eventual sustainability questions if left unchecked."

The irony, of course, is that while one Goldman employee warned that the US is now on collision course with debt sustainability, it was another former Goldman employee - former COO Gary Cohn - who transformed this blueprint for catastrophe into reality.

Needless to say, the culmination and outcome of these processes is a fiscal - and sovereign debt - crisis... unless the Fed proceeds to monetize the deficit once again as it did in 2009-2015, sending yields plunging as the next and final episode of QE is unveiled.

Incidentally, the coming debt crisis is also why Cohn - the mastermind who green lighted it - couldn't wait to get the hell out of Dodge.
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"In light of China’s unfair retaliation, I have instructed the USTR to consider whether $100 billion of additional tariffs would be appropriate under section 301 and, if so, to identify the products upon which to impose such tariffs."

As Bloomberg shows, the bulk of US tariffs focus on Chinese Industiral tech and machinery.
See Chart: Trumped-up Tarifts

"Shockingly" the market isn't surging on this news - perhaps because it's nap time for the 17-year-old hedge fund managers and algos who sent the Dow 1000 points higher because "trade tensions de-escalated" in the past two days - and instead the S&P is down over 1% to start the overnight futures session.
See Chart:
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TRADE WAR OR NO TRADE WAR?
That is the only question algos have to answer daily, and today they decided to pick the latter, as the S&P 500 rose for a third day after even more damage control emerged from Trump's top two trade and econ advisors.
See Chart:

First, Trump's trade chief Peter Navarro said on CNBC said there’s still time to hash out a deal with Beijing while Larry Kudlow repeated that the US will get a trade deal with China "over a period of time" as the latest measures are "just proposals right now."
And even though in early trading it appeared that the Dow Jones would have another 700 points ascent having continued yesterday's trajectory, just around noon, the DJIA hit a key resistance line, which capped out today's gains to just over 300 points.
See Chart:


The most shorted stocks, which ripped higher in early trading, rolled over shortly around lunch.
See Chart:

... as a result of a bearish note by the UBS analyst covering the sector, who initiated Micron at a "Sell" with a $35 price target. While normally markets don't care about sellside research, this time the memory chipmaker - which has seen many hedge funds load up its stock in recent months - tumbled as much as 4%, dragging the entire semi space lower.
See Chart:

The result was instant:
See Chart:
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The median sale price of a house in San Francisco has soared to a record $1.6 million in the first quarter...
See Chart:

When compared to either California or the US, San Francisco houses and condos are in a world of their own: the median SF house sales price in 2017 was $1,420,000 (up from $1,325,000 in 2016), and for condos, it was $1,150,000 (up from $1,095,000). Looking just at the 4th quarter, median prices were $1,500,000 for houses (up from $1,350,000 in Q4 2016) and $1,185,000 for condos (up from $1,078,000) respectively.
See Chart:
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NEOLIBERAL SYSTEM IS FULL OF POISON  .. MUST READ

Sometimes bad news defines stock prices more than good, so today we outline the overarching bear case for each major US industry sector.
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo


Earlier today, CIA whistleblower and member of Veteran Intelligence Professionals for Sanity (VIPS) John Kiriakou personally delivered a letter to the Ecuadorian embassy in Washington, DC, which was addressed to Ecuadorian Ambassador, Francisco Jose Borja Cevallos.
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LA RAZIA CONTRA LOS LATINOS.. los confiscan su carro hoy y luego su propiedad.. si la tienen

"You’re setting the state up for a disaster. They don’t seem to have a process in place to verify that people are who they say they are."
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FARSA DE MAL GUSTO:

"How much more time do you need? Six months? A year?" Trump asked in a NSC meeting. "A little longer," says the Pentagon. 
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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 this trade war comes to pass, it will be an evenly matched total war between China and the US economies, and not some small scuffle. It would be delusional for the US to think it will be victorious at the end of this trade war."
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"I call it a trade coalition of the willing. I think everybody in the world knows that China has not played by the rules  for many years" - Larry Kudlow
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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


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Russophobia in the New Cold War  By Stephen F. Cohen
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COUNTER PUNCH 

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


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RELATED 1
Si USA no quiere negociar.. la respuesta China a los 100B va a ser devastadora
Related 2
Immediate effect on US Economy:
See Chart:
LISTEN THIS TAPE:
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RELATED 3
The worse is coming to the US: DEBT &Treasury Bonds plus close door to  USB Cars & other polluters
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Este es un anticipo de lo que viene si hay WW3: muchas Embaj USA quemadas o bombardeas
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Triunfo de la CIA y sus mercenarios en la FFAA indica una analista : Juraima A :Los militares jugaron su carta: querian a Lula en prisión
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire:  


US-EU   -intereses del US en el conflicto de Ucrania   Rodrigo Bernardo
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USA       -La "teoría del loco": Nixon, Trump y Bolton   Melvin Goodman
                --Trump implementa un golpe derechista  Fred Goldstein
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COL        -Las dos orillas del Atrato en Riosucio  Camilo Alzate
                --La tauromaquia tiene sus días contados en Col  Rubén Alexis H
                --Las FARC han sido "asaltadas" en su buena fe...  Carlos Medina
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CULT      -M Carrera, nos legó su letra fuerte: Deshojando la margarita Carol V
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ECOL      -No al negocio y al peligro nuclear  Colect 2020 libre de nucleares
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                --Trumponomics  José A. Estévez Araujo
OPIN     --Treinta y tres tesis sobre el fascismo  Iñaki Gil de San Vicente
                --La impunidad de los poderosos  Juan Carlos Monedero
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                --Marielle y las muertes institucionales en Am Lat    Keymer Ávila 
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Chile     -El fracaso de nuestra institucionalidad  Juan Pablo Cárdenas
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PAL        --El mundo grita al sionismo, ¡asesinos!  Pablo Jofré Leal
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                --USA reconoce sus actos subversivos contra Cuba  Arthur González      
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                Una pena que no haya allí militares de cojones: que amen su patria y defiendan indepen
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                -Lula, sin crimen ni pruebas ni ‘habeas corpus’   Emir Sader  
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PRESS TV
Global situation described by Iranian observers..


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Trump orders $100 billion in new China tariffs  No teme Deuda ni fumigacion de Bonos del Tesoro
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