martes, 14 de agosto de 2018

Tue AUG 14 18 SIT EC y POL



Tue AUG 14 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


This Emerging Market FX rallied broadly on the day (after the biggest 4 day drawdown since Lehman) - its best day in three weeks...
See Chart:


The Argentine Peso slipped lower in the late day...
See Chart:


Of course, all eyes were on the Lira as it rallied back up to unchanged from Friday's close... After its biggest single-day loss ever, the lira rebounded most since 2001...
See Chart:


European stocks gave back Monday's gains... despite the lira support
See Chart:


Futures show the real chaos across the US open, rip back higher, and then closing fade... (NOTE futs could not break above their overnight highs)
See Chart:


FANG Stocks continued the pattern of early gains and late weakness...
See Chart:


But 10Y Yields remain well below the 3.00% level still...
See Chart:


The Dollar Index managed to scrambled back up to new cycle highs...
See Chart:


WTI remains rangebound (ahead of tonight's API inventory data)...…
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/2018-08-14_12-53-27.jpg?itok=KufZeier
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Recently QT expiry days have coincided with month-end and it will be interesting to have a large redemption day occur on a more “regular” trading day...

Although I have a theory that on Quantitative Tightening expiry days the stock market is weak, the last two haven’t worked out.
See Chart:


To be fair, I warned you about this past one as it coincided with the day before the FOMC meeting - a period long known to be subject to abnormal stock market strength due to the FOMC drift.
But here we are, with tomorrow (Wednesday August 15th), having just a shade over $23 billion of bonds expiring.
See Graph
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During a quarter of broken or barely-kept promises, unprofessional outbursts on conference calls, rationality-questioning tweets, and a record loss, it is perhaps no surprise that some of Elon Musk's biggest backers are committing mutiny.
See chart:
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The next time someone says, “Hey, didn’t you know everyone expects Treasury yields to soar."
Answer, “Actually, most commentators expect a whopping Treasury rally before year-end, they just don’t admit it.”

The Curious Mainstream Position That Three Rights Make a Wrong
Clear as mud so far? If you haven’t already figured out where I’m going with this, the consensus business cycle outlook should make it clearer. Have a look at this chart that I reproduced from a May 2018 Wall Street Journal article:
See Chart:
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SOURCE:
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Bottom line: THINGS LIKE THIS CAN AND DO HAPPEN...

And over the past week, the currency was down as much as 35%.
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Fed hikes and strong USD open up the EM dilemma: Facing the outflows or defending the currency at expense of stifling the growth.
See flowchart:
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WTI continued in its rangebound mode (slightly weaker into tonight's print) butslumped back below $67 tonight after API reported a surprise crude build.
See Chart:


Finally, we note that Permian pipeline premia crashed back to cycle wides after a brief bounce...
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


"We believe that the real number - of children whose records were lost, or who were afraid ever to come forward - is in the thousands."
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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


The fluidity of ‘Trade war’ news makes it difficult to follow the status of where we stand with regards to different tariffs measures, retaliations and the numbers behind them. Here is a simple one-chart summary.
See Info Graphic
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Pedos epicopales?

"Chilean prosecutors also recently summoned the archbishop of Santiago"
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President Donald Trump "has a great deal of frustration," with Turkish President Recep Tayyip Erdogan, calling again on the Turkish "executive president" to release pastor Brunson and other U.S. citizens.
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SPUTNIK and RT SHOWS
US  inside  GEO-POL n GEO-ECO  ..Focus on neoliberal expansion via wars & danger of WW3

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RT SHOWS

Keiser Report   Episode 1266   Max and Stacy discuss why millions of people are putting faith in an unknown guy named ‘Satoshi Nakamoto’
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NOTICIAS IN SPANISH
Lat Am NEW FOCUS: alternat to neo-fascist regimes, breaks to HR, Peace & support to US-terrorism 


Brasil     Quiero democracia, no impunidad   Lula da Silva
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ECON    Samir Amin, in memoriam   Carles Manera
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CUL        -La huella del realismo mágico de García Márquez  Aníbal Malvar
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                --Legisladorxs por la muerte  Vanessa Dourado
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Boli        -La Iglesia y el Poder   Juan Carlos Pinto
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Cuba      La hegemonía ideológico-cultural   Felipe de J. Pérez
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                -Glifosato ¿fin a la impunidad?   RAP-Chile
                -El neo-fascismo, ola mundial    Leonardo Boff
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INFORMATION CLEARING HOUSE
Deep on the US political crisis: neofascism & internal conflicts that favor WW3


America’s Lengthening Enemies List   By Patrick J. Buchanan    Continue
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Donald Trump, Gunrunner for Hire  By William D. Hartung    Continue
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Patriotism Has Been Turned Against Patriots   By Paul Craig Roberts    Continue
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CONTER PUNCH
Analysis on US Politics & Geopolitics


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Chris Wright   On “Bullshit Jobs”  
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GLOBAL RESEARCH
Geopolitics & Econ-Pol crisis that leads to more business-wars from US-NATO  allies


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DEMOCRACY NOW
Focus on Trump policies & the Econ & Pol crisis he creates

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PRESS TV
Resume of Global News described by Iranian observers..


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