Tues JUL 10 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 the trade war American debacle is worse.. Gob inefficiency is unparalleled
China managed to extend gains after
Monday's best day in years...
See Chart:
And US Stocks were more mixed than
they have been in the last few days...Small Caps adn Trannies were
underperformers, Nasdaq unch (after making an record high intraday) and The Dow
best...
See Chart:
And the trade war has been a buying
extravaganza...
See Chart:
It looks like the short squeeze is
over...
See Chart:
Small Caps underperformed Big Caps
again today...
See Chart:
The yield curve tumbled once
again...
See Chart:
To a fresh low since August 2007...
(10s30s now at single-digits)
See Chart:
And the swap curve is now officially
inverted...
See Chart:
And the euro-dollar curve has
inverted too...
See Chart:
After a brief but modest bounce in
the dollar, it resumed its down trend today, ending at the lows of the day..
See Chart:
And finally, while soft, hope-filled
survey data bounces, hard, real economic data remains flat from the election...
See Chart:
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"...paradoxically, despite their domestic nature, small caps are likely to be more severely
impacted by a global trade war and we believe their risks are asymmetric to the
downside."
On the heels of the greatest
short squeeze in history, US Small Cap stocks have been the 'go-to'
'safe-haven' as President Trump wields his trade war at 'multi-nationals'. It's
an easy narrative to believe in - small caps are more domestically-focused
(lower international sales), so buy them in stead of large caps as protection
from the what's happening to the rest of the world.
And it's been working...
See Chart:
But in the last few days, the
straight line bid for small caps has faded ‘a little’...
See Chart:
And
this is why.
As Barclays explains, simply
looking at international sales is quite misleading.
What
really matters for estimating the impact of tariffs are the actual imports and
exports and margins. Figure 13
shows the import/export values for small caps and large caps, as well as the impact on EBITDA in an all-out trade war scenario
(10%tariff on all imports by U.S., 10% retaliatory tariffs by trade partners on
exports).
See Graph:
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Just when
you thought it was safe to BTFTWD, a headline hits to remind you that President
Trump is anything but done with China.
See Chart:
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"People
say 'They don't ring a bell at the top.'
My retort
is that they do, you are just not listening."
The Path Forward
Let me offer a follow-up comment related to "Catch
A Wave" from June 29, 2018.The
Yield Curve, as described as the difference between the T2yr vs T10yr rates,
will not invert until near the December FOMC meeting. This is when to start the clock for the typical 18-month
lead-time to a recession (sometime in mid-2020).
See Chart:
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SOURCE https://www.zerohedge.com/news/2018-07-10/derivatives-trading-legend-signal-iceberg-dead-ahead
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The printing of USD from thin air
make the FARCE of stocks buybacks alive, but the neoliberal circus has not cover now.. no tents.. so
their nasty business will be a public domain now on. Meaning,
their game is getting over.. Many big Corp can’t re-buy their staff
publicly (one of these financier-parasites already dye). So, the recycling
farce is getting over. Some of them may continue buying, of course, but they can’t
pretend that their business is legal and for the prosperity of all Americans..not
in a context of explosive inequality, increasing hunger & loss of daily
value of dollars in the market. Internal division among financier-parasite
(mere speculators) will follow .. and class struggle will start.. That
will be the end of Trump regime .. UNLESS
the deep-state decided to keep him by starting the WW3.. IF this is the plan .. then the US will be bombed of course (MAD thesis) and a World-armed uprising against US & NATO allies will start..
Many US veterans of war will join them. SO: bye bye empires &
their parasite living from manufacturing WMD and selling them by promoting wars
abroad.
…
Read this:
"The majority of capital deployed is going right back to
shareholders and not reinvestment in businesses. If that’s the only thing
you’re relying on, it’s going to end badly."
See Chart:
More recently, when looking at its client trading activity,
Bank of America made another
surprising observation: in the first half, corporations
were the only net buyers of stocks (with the only exception of companies
in the Industrial sector), as institutions and hedge
funds have been net sellers throughout 2018.
See Chart:
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"Think
1989, think 2000, think 2007..."
See chart:
Bonds must be wrong, right? They are
manipulated, right? Stocks must be the arbiter all of future knowledge - just
like they were in 2008?
Still, as Gluskin
Sheff's David Rosenberg points out, anyone questioning the bull thesis
is lambasted...
Doesn't look like a 'rebound' as
much as the other indices so dominated by FANG etc.
See Chart:
THIS WON'T END WELL..
See Graph:
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READ THIS AMAZING ARTICLE:
"We are on a journey
into darkness, lost in a blizzard of lies and deceit,victimized by our
own failure to tell the truth,
accept the truth, and
insist our leaders convey the truth..."
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READ this other interesting article too:
"MANY INVESTORS WILL BE CAUGHT COMPLETELY UNPREPARED..."
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US
DOMESTIC POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
And cue the
Trump tweet in 3...2...1...
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From bike
locks to spiked flagpoles, Antifa wants a fight.
[[ If
a fighter use masks .. they are class fighters .. and they will kill those who
try to capture them. So, there is not point in Congress sentence. Nobody can
stop a Rev. When it comes this decree
became obsolete and an a mere stupid way of trying to stop a class uprising ]]
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"Restricting free speech rights to one hour a day on less than 1%
of the campus is unconstitutional,
no questions asked."
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"Very
few times I’ve felt threatened while out in the field.
The mood
here tonight is very volatile."
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WELL,
THAT'S EMBARRASSING...
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On unemployment read this:
Now you can compare it with the official story below:
In a US
economy in which there was a perfect match between worker skills and employer needs,
there would be zero unemployed workers at this moment
See Chart:
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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
Here a way of saying that we urgently need a global currency
for banking and Internat trade
"The
quality of creditworthiness has declined sharply"
See Chart:
See more charts at:
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SOURCE https://www.zerohedge.com/news/2018-07-10/global-debt-hits-record-247-trillion-iif-issues-warning
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Even if the
Europeans cave in to US demands, the
world has changed a great deal since the pre-Iran deal era.
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SPUTNIK and RT SHOWS
US inside GEO-POL n GEO-ECO ..News
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Pfizer created some generic of very poor quality while
keeping the price for brand medicines
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Capital punishment should be abolished for humanitarian
reasons
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US is not Fighting Against Daesh .. we’re supporting them in
Syria ++.. there’re evidences on it
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In my opinion: the best game so far. France precision of
long passes and the amazing speed to counter attack make this team a real
adversary of the British one.. I admire here their collective assemblage.
However, the creativity of the Croatia
team can make a wonderful surprise. We can’t predict now.
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RELATED 1
Meanwhile, NATO's
Secretary General Jens Stoltenberg said that the alliance's member states made
the biggest increase in defense spending in a generation
in 2017.
"We’ll release 2018 defence spending
estimates for each Ally: last year saw the biggest increase in a
generation & this is the 4th consecutive year of real increases + we
expect 8 Allies to spend at least 2% of GDP on defence
compared to 3 in 2014," Stoltenberg said as quoted by NATO
spokeswoman Oana Lungescu.
…
RELATED 2
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Canada masokistic
love: mas me pegas, mas te amo. NATO Summit is an entretened Circus
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ISR is making merits
to loss all their airplane resources in 2-3 shoots.. is a matter of hours
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The real target of NATO summit is not Iran.. it is China
.. trade war is on & US is in limbo
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US do the bombing & support Islamic terrorism = create migration & Europe has to pay
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US Decides to Rescind Import Duties on Glossy
Paper From Canada trade-w will redefine Econ map
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En este
partido sabremos quien es el campeon mundial de FIFA 2018
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Big business with US Military? .. ah ah.. Ellos solo les van sacar dinero como la hace ya
un inversor en alta tech.. FACT: Si hay WW3 nadie se salva. La unica soluc: volar
con moño rojo a selva Amaz de Peru
..
US-billonarios
se cansaron de construir bunkers para protegerse del WW3.. Alistan vuelo.. aun
no saben que la mejor manera de escapar de la polución si hay guerra.. es volar
a la selva Amaz de Peru, allí con 1 pitillo de moño rojo.. la mejor marihuana
de Peru.. se puede pasar el temporal de guerra. Solo el aire puro de la selva amazónica da alivio contra WW3. Alisten
viaje al Amaz de Perú, el de Bra ya esta desojado y hay mafias peligrosas que
controlan ese espacio. Si quieren un guía, yo mismo los llevo al Amaz de Peru..
After WW2 los alemanes se fueron allí pero cometieron 1 error: abusaron de una niña
.. la otra huyo.. Los nativos los
colgaron de árboles. No abusar de nadie y pagar bien es Ley.
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RT SHOWS
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NOTICIAS IN SPANISH
Latino America looking for alternatives to neoliberalism to
break with Empire:
-Yo creo que el imperio cae en menos de 5 años
con esta guerra
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-Donde venden esa marihuana? Sera mejor que el moño rojo?
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-No es solidario con VEN pero si con Trump: la
pared de frontera
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SI: es el inicio del WW3 donde
el chantaje nuclear esta en mesa
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-buena pregunta: crei que solo servia para
engordar cerdos
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--Bravo! Mabel Severich
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INFORMATION CLEARING HOUSE
Deep on the US political crisis, their internal conflicts n
chances of WW3
German Parliament Report: U.S. Presence in
Syria Is Illegal By Moon Of
Alabama Continue
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Trump Treats EU Like Bozos By Finian Cunningham Continue
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How Trump is Reshaping US Foreign Policy By Paul Pillar Continue
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The Coming Collapse of the American Economic
System By Richard Wolff and
Chris Hedges
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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
Resume of Global News described by Iranian observers..
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