jueves, 21 de junio de 2018

JUN 21 18 SIT EC y POL



JUN 21 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: in the verge of total collapse, same as OPEC cartel

This is easy...
The brief respite for Chinese stocks disappeared overnight...
See Chart:


And it appears to be finally leaking into American stock markets too...
See Chart:


The Dow closed red... again... for the 8th day in a row...
See Chart:



This is the worst year-to-date divergence between Dow/Nasdaq since 2009..
See Chart:


Is the short-squeeze over? "Most Shorted" stocks suffered their biggest down day since April 6th today (but even then they tried to squeeze the open)...
See Chart:


Treasuries were bid today with yields down 3-5bps, pushing all yields lower on the week...
See Chart:


The Dollar Index took a dive early on (but cable was the big gainer that led the way in the majors on the back of a hawkish BoE)...
See Chart:


Notably, the massive discounts for Permian crude tumbled today...
And as we reflect on the oil complex ahead of tomorrow's OPEC decision, we thought this might be useful...
SEE Chart:
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According to the Fed's stress test, if stock prices drop 65% and VIX soars above 60, all 35 banks will be ok...

Things have not gone well for bank shareholders in the few months since The Fed's last Stress Test (and CCAR) results...as the stress test scenarios, released in February, were tougher than had been expected.
The 'big' US banks have dramatically underperformed the 'small' US banks.
See Chart:

See more interesting charts at:
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According to BofA, the biggest risk facing the US economy is "globalization" going in reverse because it has boosted 40% of the rise in S&P500 margins over the last two decades.
See Chart:
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Hidden deep in the narrative-busting Philly Fed survey plunge this morning was an alarming data point that may better explain the slump in stocks than mere disappointing headlines would suggest.
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/2018-06-21_9-56-01.jpg?itok=VI7hsz4-
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See more Charts at:
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The Supreme Court just overturned a 1992 ruling (which had limited online tax collections), thus freeing states and local governments to start collecting billions of dollars in sales taxes from internet retailers that don’t currently charge tax to their customers.
And that is hitting Nasdaq...
See Chart:
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SOMETHING'S DIFFERENT TODAY...
Instead of the ubiquitous panic-bid open (after overnight weakness)...
See Chart:

...that is not happening today...
See Chart:


And VIX is running notably back above 14.00...
See Chart:

As a reminder, should the Dow closed red today, this would be the 8th losing day in a row - a streak that hasn't been beaten since 1978.
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US  DOMESTIC POLITICS
Seudo democ y sist  duopolico in US is obsolete; it’s  full of frauds & corruption. Urge cambiarlo


The House rejected a hardline immigration bill on Thursday after House leadership postponed a vote on a more moderate measure written by centrists.
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"...the entire furor only became a mainstream issue because midterm elections are coming up and the "Russia, Russia, Russia" platform of the last year and a half hasn't exactly energized the Democratic party's base..."
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Conspiracy theorists (and conspiracy factists) are running wild as infamously outspoken former Secret Service agent Gary Byrne has filed a Racketeer Influenced and Corrupt Organizations (RICO) suit against what some call the Democrat Deep State.
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"We are seeing a significant shift in the markets. The Fed was responsible for 1,000 rally points this cycle so we have to pay attention to what happens when the movie runs backwards."

Although the six Fed Funds rate hikes since Dec 2015 amount to a total of 170 basis points (bp) of tightening, one can argue that if we add the 300bp (Shadow) rate hike to the current Fed Funds rate of 1.70%, the degree of monetary tightening in the current cycle stands at 470bp.
See Charts:
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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


A senior western diplomatic source said that a Trump-Putin meeting before the NATO summit would cause “dismay and alarm”, adding: “It would be a highly negative thing to do.”
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If implemented, the total amount of tariffs the Trump administration has proposed on China would rise from around $500bn to nearly $800bn, or about 4 times the cumulative amount that had been proposed as of a month ago.
see Chart:
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See more chart & graphics at:
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SPUTNIK and RT SHOWS
US  inside  GEO-POL n GEO-ECO  ..News


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US-NATO believes that the world Cup is a shield that protects their impunity.. They’re wrong
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RT SHOWS

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Keiser Report   Episode 1243  Max and Stacy discuss the ‘special place in hell’ for those previously known as our closest allies.  In the 2nd half, Max interviews Henri Pihkala, CEO of Streamr, about real-time data and decentralization.
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


PAL        -No dejaremos de filmar, no dejaremos de escribir  Gideon Levy
                --De Jerusalén a Gaza, un sólo pueblo  Ramón Pedregal
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Geo-Pol   -G-7: una muerte que celebrar  Immanuel Wallerstein
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                -La "jaula migratoria" de Trump  Alfredo Jalife-Rahme

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MEX       -Migración y derechos humanos   Cristóbal León
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Cult        -Karl Marx :  Sobre la dialéctica  Salvador López
                -Fundamentalismo y laicismo  Rosa Regás          
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Israel     Estado exterminador, no “régimen dictatorial”  Yassin al-Haj Saleh
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ECOL      -¿Antropoceno? Más bien "capitaloceno"   Jason W. Moore
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OPIN     -Humanos en jaulas D Bernabé El imperio no cae, se descom y pudre
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ALC        -Comando Sur crea Turbulencias en el norte de Suramérica  A Rojas
                -Guatemala:  Impunidad, criminaliz social y represión  G Trucchi
                -Nicaragua: -Todo vale para atacar a su gobierno  José Luis Centella
                Mujeres rurales al rescate de la riqueza alimentaria en ALC  ISS
                -Cuba: Por la unidad y la integración de Nuestra América  P M
                -Cuba: ¿De “puristas” a “negacionistas”?  Pedro Monreal
                -ARG: raíces de la crisis económica argentina  Joseph Stiglitz y MG
                -ARG: criminalizac de mov en solidaridad con Palestina  Flor Niti
                -ARG Ley del aborto gracias a:  Lucrecia Martel y actrices argentinas
                -Boliv: Modelo Econ De “milagros” y “talones de Aquiles”  Fndo M
                -COL: -Declaraciones de Presid electo ensombrecen futuro N L S
                -COL  --Duque, ultraderecha maquillada  Horacio D
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                --Es prueba de que el neoliberalismo fracaso horrendamente
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                -65 millones de refugiados y Julián Assange  Luis Varese
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ALAI-Sal   Salvador Treguas y estrategias dilatorias   Arpas
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                Tren bioceánico cruzará cuatro naciones de Suramérica                   Paraguay, Bolivia, Brasil y Perú
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                Keiser Report    "Los datos son el nuevo petróleo"
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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n chances of WW3


USA... Its Own Worst Enemy   By Finian Cunningham    Continue
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COUNTER PUNCH 
Focus on US issues


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Lawrence Wittner   Getting Ready for Nuclear War
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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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