domingo, 1 de julio de 2018

Sund JUL 01 18 SIT EC y POL



Sund JUL 01 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



“...abandoned, scammed, website dead, no nodes, wallet issues, no social updates, low volume or developers have walked away from the project.”

Read Source and NOTES:
More than a thousand of crypto projects are “already dead” as of June 30, 2018, according to a recent TechCrunch report. The news outlet has based its claim on data from two websites: COINOPSY and DEADCOINS.

NOTE:
According to Coinopsy’s list, there are 247 “dead” coins as of press time. These include the notorious Bitconnect that was shut down in January 2018 and is described by the website as “the most successful ponzi-scheme in crypto so far.”

DeadCoins similarly has a 830-item long list of “dead” cryptocurrencies. Among them is the recent Titanium Blockchain Infrastructure Services initial coin offering (ICO) that was shut downby the U.S. Securities and Exchange Commission (SEC) for fraudulent practices.

According to Coinopsy’s list, there are 247 “dead” coins as of press time. These include the notorious Bitconnect that was shut down in January 2018 and is described by the website as “the most successful ponzi-scheme in crypto so far.”

DeadCoins similarly has a 830-item long list of “dead” cryptocurrencies. Among them is the recent Titanium Blockchain Infrastructure Services initial coin offering (ICO) that was shut downby the U.S. Securities and Exchange Commission (SEC) for fraudulent practices.
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"The more Trump wins, the more the left makes collectivist jackasses out of themselves. Keep on winning, Mr. President."
See Nice picture & comments at:
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"The peripheral crisis will keep moving towards the core unless stopped by massive central bank ease. But - given the rising inflation now being reported - central banks won’t switch back to massive ease unless the peripheral crisis moves much closer to the core (or something else equally terrifying happens first)."

THERE ARE SEVERAL DEFINITIONS OF INFLATION.
In the US the thing most people think of as inflation is the consumer price index, or CPI, which is now running comfortably above the Fed’s target. But the Fed prefers the personal consumption expenditures (PCE) price index, which tends to paint a less inflationary picture. And within the PCE universe, core PCE, which strips out energy and food, is the data series that actually motivates Fed action.

And that, at long last, is now above the 2% target, having risen 2.3% in the past year.
On the following chart, the core PCE is the blue line. Note the steepening slope towards mid-year. This is clearly a trend with some momentum which, if it continues, will take this index from slightly above target to substantially above.
See Chart:


A more surprising above-target reading just came from Germany, which didn’t used to have inflation of any kind. But now it does:
See Chart:


Again, note the pop over the last couple of months. If this is sustained, the European Central Bank will have to speed up its leisurely tightening pace. Right now it’s scaling back its bond-buying but not signaling higher rates – which will definitely have to be on the menu if German inflation stays above 2%.

Emerging Market Crisis
But there’s a tricky dynamic now in play: Higher interest rates and rising currencies in the core of the global financial system cause trouble on the periphery, which then boomerangs right back to the core. Already, since the US Fed began raising rates and the dollar started rising in response, the effects have been dramatic: In just the past quarter:
  • The DXY index, which tracks the US dollar against other major currencies, rose 5%.
  • The Argentine peso and Brazilian real fell 30% and 14%, respectively.
  • The Turkish lira and South African rand each fell nearly 14% versus the dollar.
  • A bunch of Asian emerging market currencies fell 3% – 6%.
  • Europe’s emerging markets weren’t spared. The Hungarian forint (-10.0%), Polish zloty (- 9%), and Czech koruna (-8%) led a long list of EU peripheral currency losers.
  • China’s stock indexes fell by double-digit percentages in the quarter, though that might have more to do the incipient trade war than relative inflation and interest rates.
  • Asian junk bond spreads (their yields versus those of high-grade bonds) widened dramatically.
  • Emerging market bank stocks got crushed, including Banco do Brasil (-30%), Banco Bradesco (- 30%), and Brazil’s Ibovespa stock index, down 27% in U.S. dollars.
  • Last but definitely not least scary, US and European bank stocks fell hard last week, which isn’t surprising since they’re on the hook for untold amounts of the aforementioned emerging market securities and currencies.

Now, all of this might blow over in coming months the way so many other mini-crises have since the beginning of the Great Monetary Experiment in 2009. But if central banks keep tightening in the face of all this carnage, it might blow up instead of over.

Put another way, stopping the current slide towards financial chaos might require a quick about-face by major central banks towards lower rather than higher interest rates, expanding rather than contracting balance sheets, etc.

THE RESOLUTION OR LACK THEREOF WON’T BE LONG IN COMING.
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"The near-term outlook for US duration is less certain given stronger forward guidance from the ECB and rising trade tensions."
See Chart:


Meanwhile, other investors are also showing skepticism about the prospect of higher U.S. yields in the near term. JPMorgan’s latest survey of Treasury clients showed a 6 percentage point drop in the number of respondents reporting short positions in the week ended June 25. These participants aren’t ready to bet on a market reversal, however, as the proportion with long positions remained unchanged.

The market itself remains skeptical that the bond "bear market" is officially over, and despite some short covering among speculators, the short net spec position among Treasury futures contracts remains just shy of all time highs...
SEE Chart :


... while ultra long specs are about as bearish as they have ever been.
SEE Chart :
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SOURCE:
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"If a hawkish Fed or an escalation of trade tensions put further upward pressure on the dollar, market risks emanating from China make 2018 look even more like 2015"
See Chart:
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See other 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


The former government contractor who blew the lid off the NSA's expansive domestic surveillance programs is being considered by his Russian handlers as a potential bargaining chip...
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Police fired paintballs filled with tear gas into the crowd...
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“The hypersonic threat is real, it is not imagination...”
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BIG BANKERS.. BIG LIARS.. They mix paranoia with ridiculous story-tells
Description: https://www.zerohedge.com/sites/default/files/styles/teaser_small/public/2018-07/2018-07-01_8-38-38.jpg?itok=qJ5eObdL
"Uncle Sam has made too many promises to too many people, with little regard for its future ability to fulfill them. These are debt. Worse, some of them are additional debt on top of the obligations we already see on the national balance sheet...Even worse, entire generations have planned their retirement lives around the government fulfilling those promises."
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US-WW ISSUES (Geo Econ, Geo Pol & global Wars)
Global depression is on…China, RU, Iran search for State socialis+K- compet. D rest in limbo


"King Salman affirmed that the Kingdom maintains a two million barrel per day spare capacity, which it will prudently use if and when necessary to ensure market balance."
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The invention of civilian war in Iran

Protests in the southern Iran city of Khorramshahr turned into an armed confrontation with security forces early Sunday, resulting in injuries among protesters and police.
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ITALIAN BANKS.

Italian bank BTPs showed the largest monthly increase on record over May, consistent with domestic banks stepping in to buy from nonresidents over the month. Here's Deutsche:
ECB data released this week for Italian bank holdings of domestic government bonds shows record buying over the month at EUR 28.4bn (chart below), higher inflows than those seen over 2012 without adjusting for shifts in market value. In contrast, French banks were relatively heavy sellers of both domestic and other euro-area securities. Indeed, according to BIS data, French banks are particularly exposed to Italy.
See Chart:
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SPUTNIK and RT SHOWS
US  inside  GEO-POL n GEO-ECO  ..News


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Even when Spain received the help from the referee  it was removed from 8vo finals
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RT SHOWS

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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to break with Empire: 


VIENTO SUR:
Iran sigue ejecutando homosexuals: Homofobia y pasividad cómplice T B
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GOGOAN no hace sino reafirmar la capacidad de la vida sobre la injusticia
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MEX: Elecc -Movimient sociales frente a AMLO   Massimo Modonesi
                      -Tempestades sobre México  Claudio Albertani
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Turquía: Erdogan se gana prórroga institucional   Emre Ongün
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Marruecos: La difunta libertad de expresión   Ilhem Rachidi
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CONTER PUNCH ORG
Analisis on US Politics & Geopolitics


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Lawrence Davidson  America’s Moral Angst
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Gary Leupp   “Trade Wars are Good”  To whom?
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PRESS TV
Resumen of Global described by Iranian observers..

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