MAY 14 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
US econ situation today:
Just when you thought the China
trade-war was easing...
The Dow is up 8 days in a row -
longest streak in 8 months...BUT look where the Dow stalled today - at its 50%
retrace from the Feb tumble...
See Chart:
And a weak close spoiled the
party...
See Chart:
Wondering what sparked the selling
at the close? Simple..
VIX bounced after pushing down to a
12 handle...
See Chart:
Tech stocks led the way early helped
by NXP's surge after hope that Trump's backing down on ZTE opened the door for
QCOM's acquisition...
See Chart:
FANG pumped and dumped for the 3rd
day in a row...
See Chart:
Tesla tumbled 3% on the day...
See Chart:
UST 10Y remains below 3.00%...
SEE Chart:
The Dollar Index traded in a very
narrow band all day, slightly lower overnight and then gaining strength through
the US session and rising a little after Wilbur Ross comments in the
afternoon...
See Chart:
But we note that EM FX Carry broke its uptrend...
See Chart:
Additionally, EM bond yields are
spiking...(Dollar and local currency debt costs are soaring)
See Chart:
Finally, the market seems to have
forgotten about risk again...
See Chart:
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"Manufactured
credit events could negatively impact the efficiency, reliability and fairness
of the overall CDS... and may constitute market manipulation."
See Chart
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The default
rate for subprime auto loans reached the highest since 1996, at 5.8%, according
to latest Fitch data; this iswell above
the comparable March default rate in the low 3%'s hit during the peak of the
financial crisis.
See Chart:
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"It’s foolish to think
that this trend has a consequence-free outcome. No nation in
history has ever become prosperous by borrowing record amounts of debt to
finance reckless spending...It’s a
financial death spiral."
Read this:
A few years ago, the government paid
less than 1.5% on its 10-year Treasury note. Today the rate has doubled.
This has a profound impact on Uncle
Sam’s cash flow: they have to borrow MORE money just to pay
interest on the money they’ve already borrowed… and spend a larger and larger
share of the budget on debt service.
It’s a
financial death spiral.
Think about it: if the government is having this much
trouble making ends meet when they’re paying 2% interest on $21 trillion in
debt, what’s going to happen when they’re paying 5% on $30 trillion?
It’s foolish to think that this trend has a consequence-free outcome. No
nation in history has ever become prosperous by borrowing record amounts of
debt to finance reckless spending.
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SOURCE: https://www.zerohedge.com/news/2018-05-14/breaking-down-americas-worst-long-term-challenges-1-debt
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"But when we revert, we
don’t stop at the mean..."
See Chart:
In other
words, we are in the middle of the Fed tightening cycle. As history shows, a
tightening cycle is almost always followed by a recession.
See Chart:
Time-tested
hedge
Finding
assets uncorrelated to the stock market is not easy. Generally,
bonds do well, but they are reaching historical highs. Plus, they are
threatened by rising interest rates and excessive U.S. debt.
Dividends can cushion a fall in equity prices, but only to
an extent.
That leaves us with gold a time-tested hedge against
recessions that is largely uncorrelated to stocks and many other asset classes.
This means when the markets tumble,
gold tends to rise. Here’s proof:
See Chart:
There have
been seven recessions since 1965. In five of the seven recessions, gold prices
rose.
This makes sense when you think about the nature of
investing in gold. Gold is called a fear trade, meaning that when investors
worry about instability in the market, they tend to buy gold, such as liquid
sovereign gold coins or gold bars.
Not only that, gold’s correlation to
stocks drops during a recession.
Look at the chart below to see what
happens to gold’s correlation to other asset classes when the economy tumbles.
(A “1” correlation means assets always move in the same direction; “0” means
they move together 50% of the time; and “-1” means they never move together.
See Chart:
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The Dollar
is rallying as stocks give up their overnight gains following remarks from
Commerce Secretary Wilbur Ross that seemed to pour cold water on Trump's
overnight tweet on ZTE andhopes that a
trade war with China was easing...
See Chart:
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US
DOMESTIC POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
"Does anyone really think
Iran will be better off if Trump puts a bunch of “former”
terrorists in charge of the country? How did that work in Libya?"
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"And the reason for that, Your Honor, is I think we're dealing with a situation of the government
having indicted the proverbial ham sandwich..."
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US-WW ISSUES (World & War): M-East .. plus
Global depression is on…China, RU, Iran search for State
socialis+K- compet. D rest in limbo
Peru & Chile in the ring of Fire: huge volcano to
explode. The same in CAL-US
“What we would expect here, would
be more like Mt. Saint Helens.
More of an explosive eruption...”
See Map:
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"WHAT ISRAEL IS DOING IS
GENOCIDE..."
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EL ROBO DEL
SIGLO EN MX:
Cybercriminals siphoned 400 million of pesos out of Mexican banks, including the second largest bank:
Grupo Financiero Banorte, bygenerating “phantom orders that wired funds to fake accounts and
promptly withdrew the money,”
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"Is it too obvious to
say that our previous efforts at re-engineering
the various governments of the region have all ended in failed states?"
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SPUTNIK and RT SHOWS
US inside GEO-POL n GEO-ECO ..News
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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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ALC Nicaragua: "El estallido se volvió masivo
porque el miedo se rompió"
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-La derecha usa Eleccion para
dividir el pueblo cuando imp-acecha:
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ECON -Immanuel
Wallerstein : ¡Leer a Karl Marx! Marcello
Musto
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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n
chances of WW3
Israeli Celebrates:
Slaughters 55 Palestinians in Gaza By ICH & Agencies
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America's Jerusalem Embassy for Mass Murder,
Occupation and Wider War By Finian Cunningham
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Killing Gaza By Chris Hedges Continue
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Is Putin’s Strategy Finally Beginning To
Work? By Paul Craig Roberts Continue
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Reasons Trump Breaks Nuclear-Sanction
Agreement with Iran, Declares Trade War with China and Meets with North Korea By James Petras Continue
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Iran, Disinformation, and Sanctions of Mass
Destruction By Kim Petersen Continue
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Will Congress Authorize Indefinite Detention
of Americans? By Marjorie
Cohn Continue
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars: its profiteers US-NATO
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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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