JUN
24 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
Relative to
consensus we remain bearish on financial assets. We believe peak asset Prices
in 2018 are consistent with peak investor Positioning, peak corporate Profit
expectations, and peak Policy stimulus
See Chart:
Yield
Curve: flattest US Treasury yield curve since
Sept’07, just 36bps from 1st inversion since 2007; curve inversions have preceded 7/7 prior recessions since
1970 by 4 to 5 quarters (Chart 7).
See Chart:
The reason for Hartnett's
ambivalence is that much of the potential downside appears to already be priced
in, and as a result, investor positioning close to triggering contrarian “buy
signals” for risk assets in coming months.
- The BofAML Bull & Bear Indicator has dropped from 8.6 in January to 2.9, a two-year low, close to first buy signal since 2016 (Chart 8).
- The BofAML Bull & Bear Indicator has given 15 “buy signals” since 2002 (link); the median return for MSCI ACWI is +6.1% in 3 months following
See Chart:
….
See more charts at:
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...all of this has spooked the Fed into trying to protect the
dollar by hiking interest rates more quickly, which raises the question:
will the Fed opt for more of what
Gromen calls "shooting the hostage?"
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/2018.06.23deficitsfive.JPG?itok=kUJhlOe7
See other charts at
….
SOURCE: https://www.zerohedge.com/news/2018-06-23/gromen-dollar-rallying-because-fed-shooting-hostage
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"The
market over-weights any new information that reminds it of the risk-parity
paradigm.” People see what they want to see, hear what they want to hear. “Even
though that paradigm is so clearly changing.”
“Low interest rates created an
incentive for companies to create monopolies,” said the CIO, discussing
the unanticipated channels through which inflation may rise. 76% of companies that went public in 2017
were unprofitable, eclipsed only by 2000 when 81% were losing money. The
40yr average is 38%. “As rates rise, many companies that have relied on cheap
capital will need to figure out how to make money. They’ll raise prices.”
Amazon, Uber, so many others. “And zombie companies die as rates rise, reducing supply.”
See Chart:
Genetics
“Guys
who thrived in 2008 had the DNA of fighters, they were willing to lean into the
wind,” said the CIO. They were skeptical of Moody’s, AAA ratings, the
Fed, carry, complexity, they made a lot of money. “Now it’s the guys with risk
parity DNA who have cleaned up, prospered.” There’s never been a quick dip they haven’t bought. "That’s why the market
over-weights any new information that reminds it of the risk-parity paradigm.”
People see what they want to see, hear what they want to hear. “Even though that paradigm is so clearly
changing.”
See Chart:
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"The data indicate that window-dressing in repo markets
is material"
See Charts:
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See more Charts at:
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US
DOMESTIC POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
"Peace...
Non-intervention in the affairs of foreign nations... Free Trade... These principles have long been gone... It's
time to revive them."
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U.S. policy in Honduras, particularly
during the Obama administration, is directly responsible for part of the
immigration crisis now gripping the US...
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"This
is a flat rejection of any right to seek asylum in the United States"
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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
For now,
the initial bullish response in the Turkish Lira may be all we get: those
looking for a more definitive reaction will have to wait until Erdogan makes a
comment on the future of monetary policy and the fate of the Turkish central
bank.
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"Simply put, there is a
perfect storm now arising in Europe as the consequences of a number of
policies converge into this period of time...It looks like we are entering the end of Merkel-ism in Europe. "
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"These
boats can forget about reaching Italy,
I want to stop the business of
trafficking and mafia"
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According to the latest results by
state-run Anadolu Agency, Erdogan is set to win the Turkish presidency and his
alliance has secured the majority in the parliament.
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SPUTNIK and RT SHOWS
US inside GEO-POL n GEO-ECO ..News
TRUMP
DEMANDS IMMEDIATE DEPORTATI: WE CANNOT ALLOW ILLEGAL MIGRANTS TO 'INVADE OUR
COUNTRY'
https://sputniknews.com/us/201806241065731298-trump-invade-country-immigration/
1-Most white families in America were Illegal migrants, PERHAPS Trump’ family too. The native Americans were almost exterminated by white
pilgrims.
2-Today migration became world issue because its connection
to Islamic terrorism world-wide.. and we are the ones connected to them:
a-
It is a Fact that 9/11
terrorism was connected to Saudis.
b-
They were not only were pardoned by Trump but converted
into the best US allied in Trump’ foreign policy in the Middle East.
3- In addition: Trump has been
accused of delivering arms a military training to Saudi-terrorists to promote
regime change in Syria, as Hillary Clinton did it with Libya. So, there is not
legal nor moral bases to deport migrants coming from the South.
4- Migrants from the South are not being involved in any type
of terrorism inside America . We are the one who are
promoting terrorism similar to the Nazis when we put in jail entire families
from the South, including their children. This Fact is a crime against humanity
in international standards.
5- In addition, Trump Gov is
involved in criminal negligence and war crime when Trump implemented the
business of war at global level with its military drills and by allowing the
military to drop a bomb every 12 minutes, as denounced by zerohedge
reporters. Read this:
AMERICA'S MILITARY DROPS A BOMB EVERY 12
MINUTES, and no one is talking about it Source: https://www.zerohedge.com/news/2018-06-22/trumps-military-drops-bomb-every-12-minutes-and-no-one-talking-about-it
6- Such criminal negligence has
undefined number of civilian death and poisoned people inside and
abroad. We should stop Trump business of war and manufacture of nukes & other WMD that pollute environment.
7- Therefore: if
Trump demand deportation of migrants from the South we should demand his impeachment of Trump in all States during
the coming election via voting ballot with additional request: We should
ask the nation if they agree or disagree with Trump impeachment . Reasons: 1- Criminal negligence. 2- Crimes against
Humanity, and 3- War crimes.
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RELATED:
Meet Peru
Team's Super Fan Who Takes Off Her Bra When They Score (PHOTOS)
Why? Porque los senos son parte del paraíso de las
mujeres. Hay playas en Perú donde las
mujeres esperan el final del sun-set y salen del agua desnudas de la mano del
novio. No hay ofensa en ello. Es el paraíso de Adán y Eva. Hay aplauso, alegría
total. Lo mismo ocurre en el sur de
Brasil. Dar leche al bebe en público es lo más común al interior del Perú. Solo
en el US hay tabus-hipocritas al respecto.
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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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Keiser Report ¿Expectativas exageradas sobre el
bitcóin?
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars: its profiteers US-NATO
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US
Court Docuts Reveal Immigrant Children Tied Down, Hooded, Beaten, Stripped and
Drugged By Patrick Martin,
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PRESS TV
Global situation described by Iranian observers..
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The Poll said what Corporate Press
put in their mind.. if Poll reliable
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