Wed
AUG 29 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
Fun-Durr Mentals?
How Argentina feels tonight...
Since China intervened mid-month
(ahead of the US-China trade talks), the Yuan strengthened and US equities
soared (until decoupling the last few days)...
See Chart:
And bond yields have fallen (QE
trade!?)
See Chart:
But Emerging Market currencies have
started to collapse again...
SEE Chart:
The Nasdaq is on course for its best
August since the year 2000...Things did not end well last time (-74% in under 3
years)
See Chart:
30Y Yields remain above 3.00% but
appear to have peaked in this micro-ramp...
SEE chart:
The Dollar ended the day lower, once
again though shifting-trend in the middle of the day...
See Chart:
But the Argentine Peso was utterly
destroyed... (biggest drop since 2015's devaluation) ARS closed on its low
tick, a fraction below the 34.0/USD level.
See Chart:
So much for the Fed balance sheet
delta impacting stocks!!??
…
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SOURCE: https://www.zerohedge.com/news/2018-08-29/nasdaq-nears-best-august-dotcom-peak-em-vix-bonds-decouple
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Los paises
emergentes llevan los peores costos de la recession actual: case Brazil
The reinvigorated emerging market crisis has created a 'perfect storm'
in softs but with speculative
positioning in sugar and coffee at or near all-time record net short, the
worst could be over...
See Chart:
However, with speculative positioning in sugar and coffee at or near
all-time record net short, the worst could be over. (the softs are a close
proxy for emerging markets, but with elevated covering risks). As Bloomberg Intelligence details below:
Further declines in
the softs are highly dependent on a weaker Brazilian real and sugar. The worst is likely over for sugar, down
over 30% in 2018. Recovery is highly dependent on similar weakness in the real,
down about 20% vs. the U.S. dollar this year. Short sugar has been the proper position, but with
prices near a 10-year low at key 10-cents-a-pound support and net short
positions leading all major commodities, covering risks are quite elevated.
See Chart:
Pressuring prices are the real's 20% decline vs. the dollar
in 2018 to Aug. 28 and the record increase in Brazil coffee production. CONAB
estimates production climbing to 20% above the five-year average, the most in
the database since 2001.
So is the worst really over for
softs and/or EM FX? The extreme correlation of the two will need to shatter if
so.
See Chart:
….
….
SOURCE: https://www.zerohedge.com/news/2018-08-29/perfect-storm-strikes-softs-are-coffee-specs-due-wake-call
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"Positioning is all on one
side of the boat and speculators are woefully unprepared for a
major risk-off event, suggesting complacency may be reaching epidemic levels as
equities break out to new highs."
See Chart:
The chart speaks for itself, but as Bloomberg's Michael
Regan explains, "the
obvious takeaway is that positioning is all on one side of the boat and
speculators are woefully unprepared for a major risk-off event, suggesting
complacency may be reaching epidemic levels as equities break out to new
highs."
As we noted previously, speculators are record net short Treasuries...
See Chart:
And VIX speculators just can't help
themselves, despite losing an arm and/or leg in February...
See Chart:
….
….
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"As we approach the 10 year anniversary of Lehman, many have
forgotten in the decade that has passed that you don’t know where the true ticking time bomb is when there is an
over-indebted problem..."
See Video:
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US
DOMESTIC POLITICS
Seudo democ y sist
duopolico in US is obsolete; it’s
full of frauds & corruption. Urge cambiarlo
“Mr. Lovinger unwittingly
shined a spotlight on the deep state’s secret weapon – Stefan
Halper – and threatened to expose the truth about the
Trump-Russia collusion narrative than being plotted: that it was all a set-up.”
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"Russian cannons have 50
percent to 100 percent greater range than current U.S.
cannons" - Army Times, RAND report
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"We recognize that there is a possibility of getting there by
Friday, but it is only a possibility, because it will hinge on whether or not
there is ultimately a good deal for Canada. No NAFTA deal is better than a bad
NAFTA deal." - Justin Trudeau
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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
In July, profits from China's large
industrial enterprises rose 16.2% Y/Y according to official data. But comparing this year’s absolute yuan levels with last
year’s, profits dropped by 15.92%.
See Chart:
https://www.zerohedge.com/sites/default/files/inline-images/industrial%20profits_0.jpg?itok=synM5h93
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SPUTNIK and RT SHOWS
US inside GEO-POL n GEO-ECO ..Focus on neoliberal expansion via wars
& danger of WW3
RELATED 1
RELATED 2:
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RT SHOWS
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NOTICIAS IN SPANISH
Lat Am NEW FOCUS: alternat to neo-fascist regimes, breaks to
HR, Peace & support to US-terrorism
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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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