Mon AUG 13 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
Overheard everywhere today...
Emerging
Market FX was where the headlines were today...
See Chart & Graph
But
stocks in China, Europe, and US all saw miraculous ramps as EM tumbled...
See Chart:
We wonder just how much CBRT blew to
hold that line today
See Chart:
Turkey CDS soared to its highest
since Oct 2008...
See Chart:
Argentina's Peso was pummeled, with
a modest bounce after BCRA hiked rates 500bps to 45%!!
See Chart:
Brazilian Real plunged, signaling EM
panic..
See Chart:
Colombian Peso was pounded... But
ECHAVARRIA SAYS COP AT 3,000/USD IS OPTIMAL LEVEL
SEE chart:
And while LatAm EM was weak, the
Asian Dollar Index tumbled to 17-month lows..
See CHART:
Here start the truth on US:EM FX
caught down to EM Debt as EM Stocks are trying to ignore it...
See Chart:
For the first time in over a week,
there was no short squeeze at the open
See Chart:
Odd day for US VIX - opened at
50DMA, spiked to 100DMA, fell back to 200DMA...
See Chart:
Tesla's farce continues with blog
posts from Musk, denials and rumors about Saudi stakes... TSLA bonds were not
buying it (or was buying that the company will be considerably more
leveraged)...
See Chart:
FANG Stocks dumped at the open, then
jumped and dumped...
See Chart:
10Y Yields remain around BoJ rumor
levels...
See Chart:
The Dollar Index spiked to its
highest since June 2017 (up 3 days in a row)...
Dollar strength crushed
commodities...
See Chart:
And gold (in dollars) was unable to
benefit from any safe-haven bid...dropping back below $1200...
See Chart:
WTI tumbled to a $65 handle and
7-week lows... (OPEC lower demand forecast and Genscape signaled Cushing stocks
building) - before ramping back higher...
See Chart:
And while cryptos were whacked again
today, Bitcoin is at 7-month highs in Turkey...
See Chart:
…
---
SOURCE: https://www.zerohedge.com/news/2018-08-13/global-stocks-miraculously-brush-emerging-markets-massacre
----
----
The CBO
unexpectedly trimmed its 2018 real GDP forecast to 3.1% citing concerns of
rising trade war. It also predicted fewer rate hikes and now expects that the
Federal Reserve would raise interest rates fewer times.
Four months after the CBO surprised US economy watchers by
releasing an especially strong outlook for 2018 US GDP, which it said would hit
3.3%, on Monday afternoon in its latest
projections, the CBO unexpectedly trimmed its 2018
real GDP forecast to 3.1% citing concerns over rising trade war coupled with
higher inflation. The Congressional Budget Office kept its 2019 GDP growth
forecast unchanged at 2.4%, and also trimmed its 2020 outlook to 1.7% from 1.8%
in April.
See Graph:
Economic Forecast at glance:
See Charts:
….
….
SOURCE: https://www.zerohedge.com/news/2018-08-13/cbo-cuts-2018-gdp-outlook-sees-fewer-fed-rate-hikes
----
----
"EM FX
never lies and a plunge in
Brazilian real toward 4 versus US dollaris likely to cause
deleveraging and contagion across credit portfolios."
See Chart:
….
[[
Posible efecto
en paises emergentes: el no pago de la deuda al US por Ados regionales ]]
While the market is (finally) paying attention to the
accelerating Turkish collapse and specifically the risk of contagion to Europe,
Asia, and ultimately, US capital markets, the truth is
that this crisis has been a long time in the making. In fact, the first
break in the "strong Emerging Market" narrative emerged in late April when as a result of rising US interest rates
the dollar surge began in earnest (facilitated by China's first
easing announcement on April 17), which in turn sent
the both EM currencies, and EM debt reeling...
See Chart:
.. to be followed shortly by the plunge in the biggest EM
currency of all: the Chinese Yuan.
And as we highlighted in early May, BofA's Chief Investment Officer Michael Hartnett observed
that higher US rates finally caused a higher US dollar (courtesy of the PBOC),
at which point "EM started to
crack."
[[
Es evidente que la
globaliz neoliber trajo mas perjuicios que benefic a paises emergentes ]]
[[
Podria negarse que
ahora estamos transfiriendo a paises Emerg los costos de la crisis Econ? . NO way.
Significa esto que apenas se desate el nudo que nos amarra al US .. (sea por
Acuerdo Regi o por el WW3) los paises emergentes negociarían cancelar la deuda
externa , la llamada “sovereing debt”. Mientras tanto.. solo queda negociar la
paridad con el USD como lo hizo China y paises asiát in 1990.]
…
…
…
RELATED: Globalization and growth in
emerging markets and the New Economy. Joseph
E. Stiglitz
----
----
US
DOMESTIC POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
"If President Trump is to be taken at his word, that he welcomes dialogue 'without
pre-conditions' with leaders of Russia, North Korea, Iran, and
elsewhere,he would be wise to
reconsider those in his employ who are undermining him every step of the way."
----
----
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
Russia
appears to have sold only about 45 percent of its Treasury
holdings—substantial, but far less than the 84 percent the media is reporting.
----
----
"Beside
sanctions, they are talking aboutwar and
negotiations..."
- Ayatollah Khamenei
----
----
"This is a deception
campaign against a loyal American who had no role in any crimes or
coup in Montenegro"
----
----
SPUTNIK and RT SHOWS
US inside GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
RELATED 1:
RELATED 2:
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
----
RT SHOWS
----
----
NOTICIAS IN SPANISH
Lat Am NEW FOCUS: alternat to neo-fascist regimes, breaks to
HR, Peace & support to US-terrorism
----
----
----
----
----
----
----
----
----
----
----
----
----
---
----
----
----
----
Puede crear insomnio en los adultos
----
----
INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal
conflicts that favor WW3
War or Peace? By Finian Cunningham Continue
----
U.S. is Complicit in Child Slaughter in Yemen By Kathy Kelly Continue
----
----
Jeremy Corbyn for U.K. Prime Minister By Gideon Levy Continue
----
----
To Hell With US Jobs, Let's Get Iran! By Eric Margolis Continue
----
The Law As Weapon By Paul Craig Roberts Continue
----
The Age of Cretinism By Pratap Bhanu Mehta Continue
----
----
GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more
business-wars from US-NATO allies
----
----
----
----
----
DEMOCRACY NOW
Focus on Trump policies & the Econ & Pol crisis he
creates
----
----
----
----
PRESS TV
Resume of Global News described by Iranian observers..
----
----
----
----
----
----
----
===
No hay comentarios:
Publicar un comentario