jueves, 7 de junio de 2018

JUN 7 18 SIT EC y POL

JUN 7 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


"With rates now at extensions only seen in 7 periods previously, there is little room left for further acceleration in rates before such a negative outcome spawns."
On Tuesday, I discussed the issue of what has historically happened to the financial markets when both the dollar and rates are rising simultaneously. To wit:
“With the 10-year treasury rate now extremely overbought on a monthly basis, combined with a stronger dollar, the impact historically has not been kind to stock market investors. While it doesn’t mean the market will “crash” today, or even next week, historically rising interest rates combined with a rising dollar has previously led to unexpected and unintended consequences previously.”
See Chart:


As I noted previously, FASB Rule 157 was repealed during the financial crisis to allow banks to mark bad assets to “face value” making balance sheets stronger than they appear. This served the purpose of reducing panic in the system, supported “Too Big To Fail” banks, and kept many banks in operation. But if banks are once again so well capitalized, leverage reduced and the economy firing on all cylinders – why is that repeal still in place today? And, if the financial system and economic environment are so strong, then why are Central Banks globally still utilizing “emergency measures” to support their economies?
Likely it is because economic growth remains tepid and banks are once again heavily leveraged as noted by Zero Hedge:
It is by now well known that consolidated leverage in the system is at an all-time high, with both the IMF and the IIF calculating in April that total global debt has hit a new all-time high of $237 trillion, up $70 trillion in the past decade, and equivalent to a record 382% of developed and 210% of emerging market GDP.”
See Chart:


The chart below compares total non-financial corporate debt to GDP to the 2-year annual rate of change for the 10-year Treasury. As you can see sharply increasing rates have typically preceded either market or economic events. Of course, it is during those events which loan default rates rise, and leverage is reduced, generally not in the most “market-friendly” way.
See Chart:


This leverage issue is more clearly revealed when we look at non-financial corporate debt and assets as a percentage of the gross-value added (GVA). Again, as above, rising rates have historically sparked a rapid reversion in this ratio which has generally coincided with the onset of a recession.
See Chart:
See more interesting Charts at:
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"What you are getting is a stimulus at the very wrong moment. The stimulus is going to hit the economy in a big way this year and next year, and then in 2020 Wile E. Coyote is going to go off the cliff and it's going to look down."
Bernanke, the same man who once charged a room full of bankers $250,000 for the sage projection that interest rates would never normalize during his lifetime, now believes the US economy, which in May entered the second-longest period of expansion in modern history...
See Chart:


The irony here is delightful: after all it was Ben Bernanke who consistently blamed Congress for not doing enough to jumpstart the economy during his time in office - a core topic of his 2015 memoir "The Courage to Act: A Memoir of a Crisis and Its Aftermath"; it is the same Bernanke who three years later is now blaming the President and Congress for doing too much. Here is the NYT on the very topic:
Congress is largely responsible for the incomplete recovery from the 2008 financial crisis, Ben S. Bernanke, the former Federal Reserve chairman, writes in a memoir published on Monday.
Mr. Bernanke, who left the Fed in January 2014 after eight years as chairman, says the Fed’s response to the crisis was bold and effective but insufficient.
“I often said that monetary policy was not a panacea — we needed Congress to do its part,” he says. “After the crisis calmed, that help was not forthcoming.”

Said otherwise, unlike his successor Janet Yellen, who famously said after leaving office that she believes there won't be another financial crisis in her lifetime, Bernanke just predicted that the entire economy will nosedive in just two short years - far less than the 10 years of additional uninterrupted expansion recently forecast by the CBO.
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


The measure, introduced as an amendment to the National Defense Authorization Act, will see its fate decided next week...
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[[  The whole privatization of the Health System is unconstitutional  ]]

In a letter to House Speaker Ryan, Attorney General Jeff Sessions affirmed that the Justice Dept will no longer defend the constitutionality of Obamacare.
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Regardless of your background, socioeconomic status, or political spectrum, everything you do, say, and think is being subtly shaped by a “Deep State.” But the shadow organization I’m talking about isn’t the Alt-Right or Globalist Left.
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Of the nation’s top 50 largest residential real estate markets, 52% were overvalued in April (home prices are at least 10 percent higher than the long-term, sustainable level)...

CoreLogic’s methodology behind overvalued housing markets “as one in which home prices are at least 10 percent higher than the long-term, sustainable level, while an undervalued housing market is one in which home prices are at least 10 percent below the sustainable level.”
See Charts:


“Affordability” must increase ASAP or housing is in big trouble up here. It will happen, but not thru a wholesale credit easing like 2003. (Source: @MrMarkHanson)
Home Price to Income Ratio Near 2008 Bubble Levels
See Chart:
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RELATED

In the first quarter of 2018, household net worth rose by a trillion dollars, rising above $100 trillion for the first time ever, as the stock market soared to new all time highs, and home prices hit new records. But the reality is that there is a big catch...
See Chart:


In the CBO's latest, if somewhat dated, TRENDS IN FAMILY WEALTH analysis published in 2016, the budget office showed a breakdown of the net worth chart by wealth group, which sadly shows how the "average" American wealth is anything but, and in reality most of that $100 trillion belongs to just 10% of the US population.
See Chart:
See more INTERESTING charts at:
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MORE CIRCUS.. least bread for the poor

DOJ Inspector General Michael Horowitz said that his office will release the highly anticipated report detailing broad misconduct by FBI and DOJ officials on June 14 with a potentially explosive hearing to follow on June 18.
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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


"Prime Minister Trudeau doesn’t bring up the fact that they charge us up to 300% on dairy — hurting our Farmers, killing our Agriculture!"
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[[ Luego viene el ajuste de cinturones para el pueblo..]]

The IMF has bailed out Argentina - again - this time with a $50 billion, 36-month stand-by loan, and coming in $10 billion more than rumored earlier in the week, it was the largest ever bailout loan in IMF history
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[[  Too much hidden.. so far  ]]
Parolin's attendance marks the first time a high-ranking Vatican official has taken part in the conferences...
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SPUTNIK and RT SHOWS
US  inside  GEO-POL n GEO-ECO  ..News


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FIFA has launched its own investigation into the matter, as organization guidelines state that officials are prohibited from taking any gifts. However, Nyantakyi is currently still a FIFA Council member.
[ This could be another US intention to sabotage FIFA W-C 2918.. US control Ghana & Kenya Govts
RELATED:
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Trump said in a press briefing on Thursday that the letter he received from North Korean leader Kim Jong-un contained only a greeting, but a nice one that was greatly appreciated. [He expected submit]
RELATED 1:
RELATED 2:
[[ SO: nothing will be changed with this Summit  ..  Possible cancelation at the last minute ]
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RT SHOWS

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Keiser Report   Episode 1237  Max and Stacy discuss the vicious ‘Medici cycle’ taking hold in the US. In 2nd half Max interviews Dr. Michael Hudson of michael-hudson.com about Aristocracy 2.0 in America,
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


ARG       la “nueva derecha” Sin hegemonía, sin mitos, sin brújula  M Mazzeo
                -No mancharon la camiseta Arg, a pesar de presión Macri e Isr  C V
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BRA        “Ocupar, resistir, producir”  Ben Dangl
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ECON    De las “ciencias económicas” a la posteconomía “el sin rumbo”  AA
                -Del Estado del bienestar a la sociedad del bienestar?   J Jiménez
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USA       Los evangélicos, Trump y la diáspora judía USA   Barry Sheppard
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                     Elecciones en Col: todos contra Gustavo Petro  Pedro Santana
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COUNTER PUNCH 
Focus on US issues


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Michael McCaffrey   Trump as Deadpool
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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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