miércoles, 2 de mayo de 2018

MAY 2 18 SIT EC y POL

MAY 2 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: 


                -Una violación en grupo conmociona a Chile
                -Keiser Report   "El dólar está condenado; todo el dinero fiat está condenado"
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COL        Cartas sobre la mesa : Colombia: ¿Está en riesgo el proceso de paz?
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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


COUNTER PUNCH 
Focus on US issues


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Melvin Goodman   The Attacks on James Comey
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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

US econ situation today:

Wait what...
The Fed made its statement and the machines tried to make sense of it...
It took markets about 15 minutes to figure it out....
See Chart:

Stocks seemed to like the message of The Fed to start with, then...
Algos googling what "symmetric inflation objective" means.

They won't be happy
And this happened...
See Chart:

As investors and algos alike realized this...
Stocks rallying because the Fed has admitted the entire time they were hiking was not because of strong econ growth, but to stop or slow the rally in stocks.
On the day...Futures show the Mueller subpoena offset AAPL's exuberant impact overnight, then The FOMC hit...
See Chart:

The Dow closed in correction territory at a one-month low close...
See Chart

Banks did not like The Fed statement...
See Chart:

The Dollar was wild today... Dumping and Pumping after The Fed statement as algos studied the word "symmetrical"...
See Chart:

Which meant the yield curve steepened modestly...
See Chart:

Gold jumped out of the gate but as the markets realized what The Fed said, things reversed with gold back to unch from FOMC...
See Chart:
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The hawkish baseline is that thelanguage on inflation needs a makeover. The dovish part is that there is likely to be some explicit reference to downside risks...
See Chart:

We do note that there is an interesting relationship beginning to take hold between The Fed's normalization of its balance sheet and the rise in longer-end yields...
See Chart:
….
See more Chaart at the source below:
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Economists are reporting the IMF (International Monetary Fund) will be implementing new financial laws that may sound the death knell for the US Dollar as the world’s reserve currency. You have only a small window of opportunity to save your retirement! Our guide can help, read more https://imf.gsiexchange.com
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Tesla's legendary cash burn is baaaaack.
See Chart:

Tesla total debt
See Chart:
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"Powell has got a plan, and his sticking to it so vehemently will ultimately be a mistake...Powell’s reaction function is much, much less sensitive to short-term market and economic indicator fluctuations than previous Fed Chairs."
See Chart:

Getting long the yield curve has definitely been a popular trade with the Connecticut/Mayfair sect, and unfortunately, I have been swept up into this group-think.
See Chart:

Although I still think it is a terrific long-term trade, I am now worried about the potential for an increase in the volatility of the spread.

The rewards of calling it correctly are increasing, but so are the risks. We could blow out back to 200 bpsbut it might first zip down to negative 50. 
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The Dollar Index has erased its early gains following The Fed statement, and Gold is surging (stocks and bonds fading to unchanged) apparently signaling a dovish take (removed economic growth sentence)...
See Chart:
Bloomberg Dollar I dex
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More schizophrenia from the Fed which is hawkishly monitoring rising inflation yet dovishly aware of a slowdown in the economy's growth.

RELATED:

"The only things of significance are the addition of "symmetric" and taking out the reference to monitoring inflation developments. This suggests they're not overly worried about upside or downside risks to inflation in the near term, so I think it's dovish."
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US POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo


"Do not go down this road"
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Rudy Giuliani just dropped an important clue about the fate of a possible meeting between President Trump and Special Counsel Robert Mueller.
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Por mas que la vistan de seda, mina queda..  le ocurrio a Obama.. The deep state rules the FED

“We can think of no one more deserving of the Committee’s recognition in 2019 than President Trump for his tireless work to bring peace to our world.”
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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


In a "significant escalation" of the trade war with China, the White House is considering restricting telecom equipment sales by some Chinese companies in the U.S., even as Chinese officials warn that "in the event of a trade war, China has a much greater ability to endure than the U.S."
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NAKED PIRACY:

Judge George B Daniels found Iran liable to more than 1,000 “parents, spouses, siblings and children”involved in the lawsuit...
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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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