domingo, 8 de abril de 2018

APR 8 18 SIT EC y POL P2

APR  8 18  SIT EC y POL  P2
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

We wanted trade-war… we got it:

Smaller lenders are always the first to go - when the larger lenders start to feel the pain as well, we'll have a full blown crisis that we canno longer willfully ignore...
See Chart:  Delinquencies driving higher

In early March of this year, we posted our "Signs of the Peak: 10 Charts Reveal an Auto Bubble on the Brink". Our timing couldn't have been better. In that article we pointed out that the key data which seems to suggest that the auto bubble may have run its course comes from the following charts which reveal that traditional banks and finance companies are starting to aggressively slash their share of new auto originations while OEM captives are being forced to pick up the slack in an effort to keep their ponzi schemes going just a little longer.
See Chart:

Past peak lending?
See Chart:

And while some can claim that this is just a natural result of healthy competition between lenders, what is likely causing sleepless nights at banks who have tens of billions in outstanding loans, is the coming tsunami of lease returns which will lead to a shock repricing for both car prices and existing LTVs once the millions in new cars come back to dealer lots...
See chart:  Lease Bubble
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"Simply put, West and East are fighting over a soon to be shrinking pie...Infinite growth models are running headlong into very finite limits.  Invest accordingly..."

From a growth perspective, it doesn't matter if the world is 7.5 million or 7.5 billion persons...it only matters how many more there are from one year to the next.  Economic growth (or the ability to consume more...not produce more) is about the annual growth of the population among those with the income, savings, and access to credit (or governmental social pass-through programs).  That's what this trade war is all about and why it's just beginning.  First it was a fight for decelerating growth...but now it's about a shrinking pool of consumers.
See Chart:
See more images at:
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We already lost the Econ war.. With WW3 we will lost our precious resource: HUMANS

"... The invisible line has been crossed.Trump and Xi Jinping have both gone all in. There’s no backing up. There’s no walking away. They’ll keep chest bumping each other until something serious happens. THEN IT WILL REALLY BE GAME ON."
                [[ This is the typical NEOCON way of thinking.. the stupid believe that WW3 will save us ]]

See Chart:  DEPT KILLED THE US, no China nor RU

US cries out for funding… the federal debtberg in all its glory. [PT]  We need a deal with RU-China
The printing machine for USD .. won’t solve the problem … it will aggravate it. WW3 is the worse opt
We’ve to follow FDR example and design a post-neoliberal agenda. There is no other alternative!
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"...Historically, this indicator has not been infallible, but its periodic cautionary advice has been extraordinary since at least 2000..."
See Chart
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The Fed may have to “sell more securities,”and “as all asset prices adjust to a new and maybe not-so-positive environment,” there’s “a risk that volatile and declining markets can lead to market panic.”
See Chart:
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... the most important risk to the business cycle in our view is the potential stress in US corporate balance sheets, particularly in the context of a further rise in real rates. Hence, we recommend that you keep your seat belts fastened.
Two weeks ago, we reported that according to the latest Bank of America Fund Manager Survey, no less than 74% of respondents answered that the global economy is in "late cycle:" the highest percentage in survey history, while at the same time respondents voiced the highest inflation expectations in over 13 years. As a reminder, when global growth turns south coupled with inflation you get "stagflation", and when the result is an abrupt halt to the "late cycle" economic expansion, recessions begins
See Chart:

And, judging by last week's market reaction, the broader market is starting to agree that the world economy is if not on the edge of recession (although JPM's observation that the OIS curve has once again inverted for the first time in 13 years is the clearest confirmation of just that), then very, very "late cycle."
See Chart:
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POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo

Why Trump won’t work?  Time to think on post Trumponomics & policts

It is a common fallacy, particularly among the conservative right, that if a person is successful in business, he or she must have the requisite knowledge to make wise decisions regarding economic policy. This, unfortunately, is dangerously naive.
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We won’t do nothing positive in it.. we’ll escalate the anti-USA-Anti-Trump sentiment

"We're making good progress," she said."Having said that, we're not there yet..."

[[ Latino Countries  don’t need the US in NAFTA ]]
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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


It's deja vu all over again.
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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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Cue the Chemical Weapons Stunt in Syria   By Finian Cunningham
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SPUTNIK and RT SHOWS
Geopolitics & the nasty business of US-NATO-Global-wars uncovered ..


RELATED 1:
RELATED 2:
Turkey still at NATO law : Ankara Has 'Strong Suspicion' Damascus Behind Alleged Syrian Chemical Attack  Turk invad Syr & Syr demanded them out: then Turks’ Isis ally possib author of Ch-at IF any. Nothing can be assured until prove is verified.. That is the lesson of UK manipul of false-blah on RU NATO allies of course don’t want Turk-relation with RU-Iran.. they may try to split them with this stupid trick.. especially if NATO plan is to start WW3. RU may need to finish bunkers for civil society as others did.. The other option for RU-CH is the right to 1st strike..bec.. to many US abuses against them
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Russia Convenes UNSC Meeting to Discuss Threats to International Peace  Excellent move ! https://sputniknews.com/middleeast/201804081063347708-russia-convenes-unsc-security/
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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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V SUR    Egipto : Siniestra farsa electoral  Hoda Ahmed
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RT           "EE.UU. decidió declarar a Rusia como el imperio del mal"   Evid = zero. Qt? .. Is not d US?
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PRESS TV
Global situation described by Iranian observers..


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Dollar reaches record high against Iran’s Rial Good machine to make USD from thin air
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